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ARTICLE · 18 NOVEMBER 2021

"Probate" In Ontario: Common Questions And Concerns

In all estates, the estate trustee will need to consider whether they must "probate" the estate. The probate process is conducted by the proposed estate trustee submitting a court application...

CanadaFamily and Matrimonial

What is Probate?

In all estates, the estate trustee will need to consider whether they must "probate" the estate. The probate process is conducted by the proposed estate trustee submitting a court application to obtain a Certificate of Appointment of Estate Trustee. This Certificate confirms that the named estate trustee is the person with the authority to deal with the assets of the estate.

In addition to confirming the status of the estate trustee, probate also includes paying Estate Administration Tax (commonly referred to as probate tax).

Do I need to Probate?

Whether or not probate is needed typically depends on the nature of the assets in the estate and who the estate trustee needs to deal with to administer the estate.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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