Executor

Advisor's Edge

The clearance certificate: what it is, and why it matters

Providing executors with peace of mind

By James Dolan |February 25, 2019

3 min read

Advisor's Edge

Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

By James Dolan |September 21, 2018

4 min read

Advisor's Edge

How an executor can handle real estate assets

Common pitfalls when caring for a property

By James Dolan |November 14, 2017

4 min read

Estate Planning

When to hire a professional executor

Find out

By James Dolan |October 13, 2017

4 min read

Estate Planning

Ontario estates can now advertise for creditors online

Estate administration is finally moving into the 21st century.

By Holly LeValliant |July 13, 2017

3 min read

Estate Planning

When the executor is also a beneficiary

Depending on family dynamics, it's a structure that may make sense.

By James Dolan |April 13, 2017

4 min read

Estate Planning

Understand executor compensation rules

Understanding the rules

By Elaine Blades |March 18, 2016

5 min read

Estate Planning

How executors should handle funeral arrangements

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]

By James Dolan |November 6, 2015

4 min read

Estate Planning

Implications of new probate rules in Ontario

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed an accompanying affidavit stating the valuation was correct, and that was usually that. Not any more. As of January 1, Ontario executors (known as estate trustees) must file an Estate […]

By James Dolan |October 9, 2015

4 min read

Estate Planning

Can you really protect executors from liability?

Many people do not realize that a trustee faces a myriad of legal and fiduciary responsibilities.

By Keith Masterman |September 10, 2015

5 min read

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