Executor Resources: Ontario
Practical and authoritative information for executors and estate trustees in Ontario, covering probate, Estate Administration Tax, court forms, small estates, estate distribution, and other provincial responsibilities that may arise while administering an estate.
Ontario resources
Official Government of Ontario resources that can help estate trustees understand probate requirements, prepare court applications, calculate and file Estate Administration Tax information, locate forms, and carry out other provincial estate-administration responsibilities.
An overview of estate administration in Ontario, including the role of an estate trustee, finding a will, what happens with or without a will, probate, beneficiaries, and distribution of the estate.
Official instructions for applying for a Certificate of Appointment of Estate Trustee, including when probate may be required, required forms, estate valuation, serving beneficiaries, filing with the court, and what happens after a certificate is issued.
Guidance on Ontario’s simplified small-estate process, including eligibility, forms, service requirements and filing with the Superior Court of Justice.
Information about when Ontario Estate Administration Tax applies, how it is calculated and paid, and the requirement to file an Estate Information Return after an estate certificate is issued.
An Ontario calculator and guidance for estimating Estate Administration Tax based on the value of the estate.
Access Ontario court forms used for probate and other estate proceedings, along with the applicable Rules of Civil Procedure and related court resources.
A broad Ontario starting point covering death certificates, wills, estate trustees, probate, legal assistance and other practical steps after a death.