Learn how Estateably is building the future of estate and trust administration with comprehensive guides and articles across jurisdictions for practitioners.
Ontario Small Estates Certificate
A simplified probate process for Ontario estates valued at up to $150,000, will go into effect on April 1st, 2021.
Ontario Estate Planning, Marriages, And Bill 245
Many of Bill 245 amendments and sections hope to improve access to justice by simplifying the estate planning and administration process.
Mutual vs Reciprocal Wills in Canada
What separates a mutual will from a reciprocal will? This crucial issue has been repeatedly litigated across Canada.
Mak V. Mak: Ontario Beneficiary Designation Precedent
Until the ONCA decides on Mak or another case related to the presumption of resulting trusts related to RRIFs, Ontario estate administrators and practitioners do
Limitations Period for Passing Accounts
A recent issue in front of Ontarian courts is the limitation period for the passing of accounts. Courts attempted to set forward these periods for
Lagrandeur Estate: Coi Denies Estate Trustee Application
This case shows that where the estate has support claims to payout, and the trustee previously showed no interest in providing support to the payees
Killers-in-Law: The Slayer Rule Explored (Part I): Standard of Proof and Intent
What role does the standard of proof, killers intent, and testator’s intent play in the slayer rule? The widespread disagreement on these issues have resulted
Hearsay Evidence And Estate Litigation
This article provides an overview of what hearsay evidence is, how it affects estate litigation, and how this rule can vary from province to province.
Harmless Error In Colorado Probate Proceedings
Colorado adopted the harmless error rule into its Probate Code in 1994. Since then, some cases have covered state court’s application of this statute, defining
George V. Daily And Manitoba’S Substantial Compliance
A review of the seminal George v Daily substantial compliance case and its treatment in Manitoba today.
Estoppel By Acceptance In Texas Will Contests
The recent Texas Supreme Court opinion in Est. of Johnson clarifies the often-confused rules of estoppel.
Estateably’s Automation Of Texas Heirship Applications
Learn how Estateably can handle complex calculations for applications to determine heirship
Estate Planning 101: A Checklist For Canadians
Estate planning is one method to ensure the fair distribution of your assets. This approach entails making a will and creating a trust that:
Earl V. Mcallister: Clarifying The Test For Entitlement
Earl v. McAllister provides additional clarity to determining whether a dependent is entitled to estate proceeds and, this case reinforces an application judge’s inability to
Duty to Account in Canada
An introduction to the importance of the duty to account and the possibility of litigation over the issue.
Divorce And Estate Planning In South Carolina
What happens when a divorce proceeding is interrupted by the death of a spouse? How is the estate divided or undivided? The South Carolina Supreme
Digitizing Colorado Wills: Promises And Future Issues
Covid accelerated the digitization of wills and estate planning. Learn more about the potential opportunities and future challenges of this modernization.
Digitization of Wills in the United States
The COVID-19 pandemic has accelerated digitization of estate planning in the United States, leading some states to adopt temporary electronic will statutes and others to
Digital Wills & Access To Online Assets By Fiduciaries
Who owns our private data when we die? What are the boundaries between a deceased’s right to privacy and the access a fiduciary typically has
Death During Divorce: Impact On Spousal Inheritance
What happens when a divorce proceeding is interrupted by the death of a spouse? How is the estate divided or undivided? This question has plagued
Cryptocurrency and Access to Digital Assets by Fiduciaries
The fallout of FTX reminds estate practitioners of the Quadriga debacle. The access to digital assets in Canada and the various types of key storage
Forms made easy.
Tired of trawling endless government websites in search of a specific document? Now you can find all the trust and estate administration forms you need – in a flash.