Ontario Estate Administration

ebook Volume 1

By Margaret E. Rintoul

cover image of Ontario Estate Administration

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Intended as a practical guide for experienced lawyers, law clerks and paralegals engaged in the day-to-day administration of estates, as well as a handbook for students and practitioners new to the subject, Ontario Estate Administration, 8th Edition offers a comprehensive overview of a practice area that is becoming increasingly important and complex as the population ages and planning for mental incapacity becomes more and more critical.

An indispensable reference

Each chapter in Ontario Estate Administration, 8th Edition provides a summary of the law and practice in a specific area of estate administration â€" from court applications (both with and without a will), to estate conveyancing, to powers of attorney and guardianship. This publication also contains a full set of more than 60 updated forms and precedents for both contentious and non-contentious estate matters, as well as easy-to-follow guidance on how to complete those forms and precedents, including handy checklists to help avoid mistakes and errors.

In addition, this volume includes the forms, precedents and instructions needed for the preparation of powers of attorney and court application for adult guardianship, as well as for the administration of the estates of incapable adults. Throughout, the text cross-references the forms for quick, efficient ease of reference.

New In This Edition

This edition of Ontario Estate Administration has been fully updated to take into account recent legislative and rule changes, as well as the latest case law developments. Practitioners will find the following additional and revised content particularly useful:

  • Analysis of Form 74.4.1 [Form 2] requirements (where the application is limited to the assets referred to in the will)
  • Discussion of multiple wills with reference to the recent Ontario Divisional Court decision in Milne Estate v. Toronto Lawyers Association
  • Significantly revamped examination of estate assets and the new definitions relating to children, spouses and parents contained in the All Families are Equal Act
  • New commentary on debts of the estate, testate succession and jointly held property
  • Analysis of the definition of “spouse†under section 29 of the Family Law Act and “dependant†under the Succession Law Reform Act
  • Discussion of relief for dependants and applicable limitation periods
  • Outline of the criteria required for the record for an uncontested passing of accounts, as well as a discussion of costs
  • Updated examination of incapacity assessments

    Something For Everyone

    Ontario Estate Administration, 8th Edition is sure to become a go-to resource for:

  • New practitioners or established lawyers looking to expand their knowledge of estate law. Written in plain language, the book contains everything lawyers need to know about running an estate administration practice in Ontario
  • Paralegals and law clerks who need a comprehensive reference for working in estate administration
  • Law libraries that want to provide patrons with access to a comprehensive collection of materials on wills and estates
  • Students in paralegal programs in Ontario
  • Ontario Estate Administration