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.