What is Probate in Ontario

Probate in Ontario with a will

Probate is a legal process in Ontario that confirms the validity of a deceased person’s will and authorizes the executor to administer the estate. Essentially, a court order validates the will and gives the executor the legal authority to distribute the assets to the beneficiaries.

The probate process in Ontario involves filing an application with the Superior Court of Justice, which includes the original will and other required documents. The court will review the application and issue a Certificate of Appointment of Estate Trustee with a Will if everything is in order. Once the executor has this certificate, they can collect the assets, pay any debts or taxes the estate owes, and distribute the remaining assets to the beneficiaries according to the will.

Probate is necessary to ensure that a deceased person’s wishes are followed and their assets are distributed according to their will. It also provides protection for beneficiaries and creditors, ensuring that outstanding debts are paid before assets are distributed.

It’s important to note that not all estates require probate. For example, if the estate is small and does not involve real estate or joint accounts, probate may not be required. However, it’s always best to consult a probate lawyer in Ontario to determine if probate is necessary for your situation.

Overall, probate is an essential process in Ontario that ensures that a deceased person’s wishes are followed and their assets are distributed according to their will.

Probate in Ontario without a will

Probate in Ontario without a will is a process called “estate administration.” When a person dies without a will (known as “intestate”), their estate is distributed according to the rules of intestacy under the Succession Law Reform Act of Ontario.

In this case, an individual must apply to the court to be appointed as the estate administrator. The administrator will be responsible for collecting the deceased person’s assets, paying any debts, and distributing the assets to the deceased person’s heirs according to the rules of intestacy.

The rules of intestacy prioritize the deceased person’s spouse, children, and other close family members in the order of priority outlined in the Succession Law Reform Act. If there is no surviving spouse or children, the estate will pass to other family members, such as siblings or nieces and nephews.

The estate administration process is similar to probate, but the court must appoint an administrator to handle the estate instead of validating a will. The administrator has the legal authority to collect the assets, pay debts, and distribute the assets to the heirs.

It’s important to note that estate administration without a will can be more complex than probate with a will. Without a will, there may be disputes among family members regarding the distribution of the assets, which can delay the process and increase costs.

Overall, estate administration is the process of distributing a deceased person’s assets without a will in Ontario. If you are the potential administrator of an intestate estate, it’s important to consult with a probate lawyer in Ontario to ensure that you understand your legal obligations and responsibilities.

Do all estates have to go through probate in Ontario?

Not all estates have to go through probate in Ontario. If the estate consists of joint real estate registered as joint tenants, joint accounts, or small assets such as a vehicle valued at less than $5,000.00, probate may not be necessary. It’s important to note, however, that the threshold for when probate is required may vary depending on the financial institutions and other parties involved in the estate.

In general, if an estate involves assets such as real estate or joint accounts, or if the total value of the estate is above a certain threshold, probate will likely be required.

It’s important to remember that even if probate is not required, the executor is still responsible for administering the estate and distributing the assets according to the wishes of the deceased person. Additionally, some financial institutions or other parties may still require legal documentation or a court order before releasing assets, even if probate is not required.

Overall, the need for probate in Ontario depends on the specific circumstances of the estate. For example, if you are an executor of an estate, it’s crucial to consult with a lawyer to determine whether probate is necessary and to understand your legal obligations and responsibilities.

When is Probate Required

Probate is necessary in the following circumstances:

  • The estate’s assets do not pass to another person through right of survivorship.
  • The deceased person died without a valid will, or the will does not name an estate trustee.
  • Probate is required before the deceased person’s real property can be sold.
  • Many financial institutions require a court-issued certificate of appointment of an estate trustee to verify a person’s legal authority to receive the deceased person’s money or investments.
  • Probate may be required if there is a dispute about who should be appointed as the estate trustee.
  • Probate may also be required if there is a dispute about the validity of the will, or if some beneficiaries named in the will are not willing or able to provide legal consent.

It’s important to note that the need for probate in Ontario depends on the specific circumstances of the estate. If you are an executor of an estate or a beneficiary, it’s recommended to consult with a probate lawyer in Ontario to determine whether probate is necessary and to understand your legal obligations and responsibilities.

PROBATE LAWYER ONTARIO

Choose your package

legal fees

No Will
$ 2500 + HST
  • Multiple Beneficiary
  • Will NOT Present
  • Distribution of Assets not contested
  • Legal Advice on Estate Laws
  • Consultation with Probate Lawyer
  • Review of All Documents
  • Drafting of Court Documents
  • Submission of Court Documents
  • Probate Tax NOT INCLUDED
  • Uncontested Probate
  •  
Popular

legal fees

Will Present
$ 1800 + HST
  • Estate Value More than $50,000
  • Will Present
  • Will Not Disputed
  • Legal Advice on Estate Laws
  • Consultation with Probate Lawyer
  • Review of All Documents
  • Drafting of Court Documents
  • Submission of Court Documents
  • Probate Tax NOT INCLUDED
  • Uncontested Probate
  •  

Contested Probate Application

Estate Litigation

It is common for a probate application to become complicated and highly contentious among beneficiaries. Estate litigation can get complicated not only because of complex legal principles and rules but also due to emotions and family relationships. You want to make sure you retain an Estate Litigation lawyer who can help you navigate through the process efficiently and effectively. 

Our Probate Lawyer can help you with the following areas of estate litigation: 

  • Challenging a Will and any defences 
  • Dependants’ support and relief claims
  • Defence of solicitor’s negligence
  • Unjust enrichment
  • Passings of accounts
  • Quantum meruit claims
  • Will & trust interpretation under estate laws

An hourly legal fee applies for a contested probate application. However, depending on the matter’s complexity, we can offer block fees retainer to our clients. Please contact us to set up a free 15-minute consultation. 

Probate lawyer Ontario

Free Consultation

At our Law Firm we beleive in giving our client’s an oppourtunity to learn more about our expertise and experience before deciding to retain us. We offer 15 minutes free legal advice in Ontario. Call us, email us or use the form below to book your free consultation with a lawyer.

If you are based out of Ontario, please email us to book your appointment. 

Call us

(905) 795 7757 (647) 812 6938

Fax

(905) 795 1271

We Serve Clients Across Ontario

Multiple Meeting Locations

Call Now ButtonCall Now