The Estateably Team

Estateably is the modern, cloud-based software solution for estate and trust professionals. We help over 200 firms save over 5 hours per file by automating the filling of court forms and precedent letters, simplifying input of estate inventory and accounting and enabling one-click court-formatted reporting. The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.

How life insurance policies impact estate administration

The estate administration process is complex and becomes even more complex when a $1 million death benefit comes into play.

Recent changes to estates and civil procedure

These changes arguably create more conveniences as the estate administration process becomes simpler, and new clarifications defog questions relating to limitation periods.

Mak (Estate) v. Mak: Another turn in Ontario beneficiary designation precedent

Until the ONCA decides on Mak or another case related to the presumption of resulting trusts related to RRIFs, Ontario estate administrators and practitioners do not have a straightforward answer to whether resulting trusts apply in this instance. 

Sherman Estate v. Donovan: Setting the standard for probate sealing orders

This precedent is important for estate lawyers dealing with high-profile individuals when they pass away.

Earl v. McAllister: Clarifying the legal test for a dependent's estate entitlement

Earl v. McAllister provides additional clarity to determining whether a dependent is entitled to estate proceeds and, this case reinforces an application judge's inability to consider social benefits when choosing a claim to estate proceeds.

Lagrandeur Estate (Re): When conflict of interest denies an estate trustee application

This case shows that where the estate has support claims to payout, and the trustee previously showed no interest in providing support to the payees in other situations, it may give reasons to deny an estate trustee's certification.

Ontario Estate Planning, Marriages, and Bill 245

Many of Bill 245 amendments and sections hope to improve access to justice by simplifying the estate planning and administration process.