Planning for Incapacity and Inheritance

In Ontario, an executor, also known as an estate trustee, has the responsibility of managing and distributing the assets of a deceased person’s estate according to their wishes and in compliance with the law. To carry out these duties, the executor must obtain a Certificate of Appointment of Estate Trustee, which is a legal document issued by the court.

This certificate confirms the executor’s authority to manage the estate and allows them to access assets such as bank accounts, investments, and real estate. It also protects the executor from liability in the event of disputes or challenges to the administration of the estate.

The application process for a Certificate of Appointment of Estate Trustee in Ontario can be complex and time-consuming. The executor must provide various documents to the court, including the deceased person’s will (if there is one), a death certificate, and a detailed inventory of the assets and liabilities of the estate.

If you need assistance with obtaining a Certificate of Appointment of Estate Trustee, we can help. Please call us at 519-472-9195 or email us at [email protected].