Just named an executor in Ontario? This step-by-step guide covers exactly what to do first, from the critical actions in the first 48 hours to taxes, probate, and when to get help.

Serving as an executor is often described as a "labour of love," but it is also a significant legal and professional responsibility. In Ontario, the Trustee Act allows for a "fair and reasonable allowance," but navigating the "5% guideline" and the mandatory Five-Factor Test can be complex. This post breaks down how executor compensation is calculated in 2026, the tax implications of taking a fee, and how to avoid conflict with beneficiaries through transparent accounting.

Settling an estate in Ontario doesn't have to be overwhelming. We answer the most common probate questions, from mandatory requirements to the Estate Administration Tax, to help you navigate your role as an executor with confidence.

Named an Ontario Estate Trustee? Most find it overwhelming, with 74% reporting it as a top mental health challenge. My new guide breaks down the 7 critical steps to avoid costly mistakes, from the first 30 days to final tax clearance. Protect the estate—and yourself—from personal liability and fines of $1,000+. Download "The Estate Trustee's Survival Guide" for the clarity and confidence you need.

Losing a loved one is emotional, but as an Estate Trustee in Ontario, it is also a significant fiduciary responsibility. Many in the Golden Horseshoe are surprised to learn they carry personal liability for estate decisions. From managing "invisible" tasks like vacancy insurance to navigating the Superior Court of Justice, you don’t have to do the heavy lifting alone. Download our Action Plan for simplified clarity in the chaos.

Being an executor in Ontario is a complex role with significant liability. Learn how a Certified Executor Advisor (CEA) acts as your estate’s "general contractor" to manage probate, taxes, and family harmony.

Estate planning is more than just a will. Discover how a TEP uses advanced trust structures and tax strategies to protect your family and minimize Ontario probate fees.

Planning your estate in Ontario is more than just writing a Will. From navigating the $50,000 probate threshold to understanding how the Succession Law Reform Act impacts your family, this guide provides the clarity you need. Learn how to protect your legacy and reduce family stress with professional estate coordination.

Think your spouse automatically has Power of Attorney in Ontario? It is a dangerous myth. Without a Continuing Power of Attorney for Property, your accounts can be frozen and your family forced into a costly court process to manage your affairs. Our latest guide breaks down the essential pillars of protection and provides a 90-day roadmap to secure your future. Don’t wait for a crisis to force your hand. Download "A Brighter Tomorrow" to start today.

Estate planning can feel overwhelming, but the right expert brings clarity and confidence to every step. Learn how an Estate Specialist helps you protect your family, secure your legacy, and plan for the future with ease.

Many people think estate planning is only for the wealthy, but it’s really about protecting the people you care about. A Will and Powers of Attorney ensure your wishes are followed and your family avoids stress and costly delays. Learn what happens without a plan and why every adult in Ontario benefits from having one. Estate planning brings clarity, confidence, and peace of mind today.

Estate planning isn’t just about money—it’s about protecting your health and personal wishes, too. Learn how a Power of Attorney for Personal Care in Ontario ensures your voice is heard and your values are respected if you can’t make decisions yourself. Discover how this vital document completes your estate plan.

Estate planning isn’t just about what happens after you’re gone — it’s also about protecting yourself and your finances while you’re here. Now, in Part 2, we’ll look at another essential document that works hand-in-hand with your Will: your Power of Attorney for Property.

Think of your Last Will and Testament as the most important letter you’ll ever write to your family. It’s your opportunity to clearly express your wishes for what happens to your assets and loved ones after you’re gone.