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Learn how Estateably is building the future of estate and trust administration.
Some of the features, functionalities and improvements we have been working on in November.
Several administrative changes to Ontario probate forms become effective January 1, 2022, as part of the changes to the Ontario estate court forms. This article reviews the changes in detail.
Form 74I is a new Ontario estate court form effective January 1, 2022, replacing the previous Rule 74 variations of Orders. This article reviews the changes in detail.
Form 74H is a new Ontario estate court form effective January 1, 2022, replacing the previous Rule 74 variations of the Consent. This article reviews the changes in detail.
Form 74G is a new Ontario estate court form effective January 1, 2022, replacing probate Forms 74.11 and 74.18. This article reviews the changes in detail.
Form 74C is a new Ontario estate court form effective January 1, 2022, replacing all variations of the Rule 74 Certificate of Appointment of Estate Trustee. This article reviews the changes in detail.
Form 74B is a new Ontario estate court form effective January 1, 2022, replacing probate Forms 74.6 and 74.16. This article reviews the changes in detail.
Form 74J is a new Ontario estate court form effective January 1, 2022, replacing various Rule 74 Applications for a Certificate or Confirmation of Appointment of Estate Trustee.
Form 74A is a new Ontario estate court form effective January 1, 2022, replacing various Rule 74 Applications for a Certificate of Appointment of Estate Trustee.
As of January 1, 2022, new estate forms are required for probate applications to align the Ontario estate court forms with the amendments to the Succession Law Reform Act (SLRA).
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Some of the features, functionalities and improvements we have been working on over the past few months.
These changes arguably create more conveniences as the estate administration process becomes simpler, and new clarifications defog questions relating to limitation periods.
Implementing the correct legal technologies can make your business more efficient and increase client satisfaction.
We are proud to announce that we are expanding Estateably to support professionals in Saskatchewan.
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.
The estate administration process is complex and becomes even more complex when a $1 million death benefit comes into play.
Some of the features, functionalities and improvements we have been working on over the past few months.
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.
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.
We are delighted to announce that Estateably has obtained SOC 2 Type II Certification!
Many of Bill 245 amendments and sections hope to improve access to justice by simplifying the estate planning and administration process.
This precedent is important for estate lawyers dealing with high-profile individuals when they pass away.
We are proud to announce that we are expanding Estateably to support professionals in Saskatchewan.
Some of the features, functionalities and improvements we have been working on over the past few months.
Estate software can reduce the manual workload for estate lawyers, accountants, and their staff. It speeds along the probate process while also allowing estate professionals to focus on more important tasks.
Being named an Executor in a loved one’s Last Will & Testament is a job. You have to balance your own grief after the passing of someone you loved dearly, with a commitment to uphold the last wishes of your loved one.
A simplified probate process for Ontario estates valued at up to $150,000, will go into effect on April 1st, 2021.
Estateably is proud to announce that we have completed the requirements for a Service Organization Control (SOC) 2, Type I Audit covering our Estate Administration platform
We are hard at work building the best possible application for estate administration, and user feedback drives the platform forward. Based on feedback we have collected in previous months, we have added additional functionality to certain areas of the application.
Estateably is setting a new standard for what professionals should expect, and deserve, from the tools they use to conduct business.
The business world has changed significantly over the past five months.
I'll be the first to admit it: I've never had the misfortune of administering an estate.
It has been a while since you've heard from us, yes. But we're so excited about what we've been building here at Estateably, that we need to get the word out.
