Ontario Probate Kit

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Ontario Probate Kit, 13th Edition

April 9, 2013: Some of the forms in the Ontario Probate Kit, 13th Edition have since been replaced by new forms that came into effect in 2012. Please refer to the online forms available from the Ontario Court Services' Rules of Civil Procedures Forms web page for the most recent electronic versions. All sales are final. Thank you.


	Format	Softcover + CD-ROM
	Catalogue No.	978-1-77040-143-3
	Pages	130
	Language	English only
	Price	$39.95

Written by David I. Botnick, LL.B.
Published by Self-Counsel Press, 2012.

Self-Counsel Press Note to Readers: "Laws are constantly changing. Every effort is made to keep this publication as current as possible. However, the author, the publisher, and the vendor of this book make no representations or warranties regarding the outcome or the use to which the information in this book is put and are not assuming any liability for claims, losses, or damages arising out of the use of this book. The reader should not rely on the author or the publisher of this book for any professional advice. Please be sure you have the most recent edition."

Description:

Everything you need to probate an estate in Ontario:
Guide + Forms on CD-ROM

Probate an estate by yourself
No need to consult a lawyer
Easy, step-by-step instructions that walk you through every part of the process
Save thousands of dollars in legal fees

Most estates need to be probated to enable the instructions in the will to be carried out. While many people believe only a lawyer can do this, that is not necessarily true.

The Ontario Probate Kit is designed for people with small or moderate estates to handle after the death of a family member or friend. When you probate an estate, you prove by a legal process that a will has been validly made and that you are entitled to distribute the assets. This may sound complicated, but it isn't.

With this complete kit, you can do it yourself! There's no need to consult a lawyer, so you can save thousands of dollars in legal fees. The CD-ROM includes blank forms to fill out whether you are applying for probate or administration.

Learn what you should do after a death; the powers and duties of executors and administrators; how estates are divided if there is no will; what to do about out-of-province assets; what forms are necessary and how to complete them properly; how to file for probate without a lawyer; and much more.

Ontario Probate Kit explains how it is possible for you to probate an estate, provided it is not subject to taxes or other technical complications. Even if you are not planning to probate an estate, this book will serve as a useful guide in discussions with your lawyer. Written in simple, non-technical language, this guide will help you to understand the probate procedure.

Topics covered include:

How you save money by doing it yourself
What forms are necessary and how to complete them properly
How to apply for and obtain a Certificate of Appointment of Estate Trustee
What all these documents and terms mean
The mechanics of probate and/or administration procedures
How an estate is divided if there is no will
How to assess the value of the deceased's assets
How to advertise for creditors
What to do about out-of-province assets
How to transfer the assets of the estate to the rightful beneficiaries
The rights of common-law spouses and illegitimate children
What to do after you receive your Certificate of Appointment of Estate Trustee
What benefits survivors are entitled to under the Canada Pension Plan
And much more

Please see our note at the top of this page concerning new 2012 forms which are NOT in the 13th Edition of the Kit. The book contains samples of:

Renunciation of Right to a Certificate of Appointment of Estate Trustee with a Will
Notice to Creditors and Others
Hypothetical Estate
Application for Certificate of Appointment of Estate Trustee with a Will (Individual Applicant)
Affidavit of Execution of Will or Codicil
Affidavit Confirming Death of Witness
Affidavit Confirming Signature of Deceased
Affidavit Attesting to the Handwriting and Signature of a Holograph Will or Codicil
Notice of an Application for a Certificate of Appointment of Estate Trustee with a Will
Affidavit of Service of Notice (with a Will)
Will
Affidavit of Condition of Will or Codicil
Certificate of Appointment of Estate Trustee with a Will
Renunciation of Right to a Certificate of Appointment of Estate Trustee with a Will
Consent to Applicant's Appointment as Estate Trustee with a Will
Consent to Applicant's Appointment as Estate Trustee without a Will
Application for Certificate of Appointment of Estate Trustee without a Will
Notice of an Application for a Certificate of Appointment of Estate Trustee without a Will
Affidavit of Service of Notice (without a Will)
Renunciation of Prior Right to a Certificate of Appointment of Estate Trustee without a Will
Consent to Applicant's Appointment As Estate Trustee without a Will
Affidavit Re Debts
Certificate of Appointment of Estate Trustee without a Will
Transfer/Deed of Land
Notarial Certificate True Copy
Document General (Registry System)
Affidavit of Residence and a Value of the Consideration
Document General (Land Titles System)
Schedule (Affidavit Re Debts)
Declaration of Transmission
Power of Attorney (To Transfer Stock)
Power of Attorney (To Transfer Bonds)
Form 553
Release of Executor
Release of Administrator
Application for Death Benefit
Application for Survivor's Pension
Application for Child's Benefit

The CD-ROM includes blank forms to fill out whether you are applying for probate or administration. The CD works with Microsoft Windows, Apple OSX, Gnu/Linux, or Sun Solaris. To fully use the CD you will need an Internet connection, a current web browser, and Microsoft Word or a compatible software.

All purchases of software are final. More information can be found in our Return Policy.

About the author:
David I. Botnick has been practising law for more than 20 years. He is currently a partner in a law office in northwest Toronto, where he practises largely in the areas of family law, wills and estates, real estate, and personal injury. He has written booklets and newspaper articles on various legal topics of interest to the general public. His goal in his writing and in his practice is to make the law understandable and useful for everyone.

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This page last modified: April 9, 2013

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