Frequently Asked (Executor) Questions

What You Should Know

May 14, 2019

What is Probate, and do I Have to Apply for it?

Although a Will becomes effective upon death, in the vast majority of cases, it is necessary to have the Will probated. Probate refers to a process whereby the Court issues a document known as a “Certificate of Appointment of Estate Trustee” (previously known as “Letters Probate”). This document is court confirmation to third parties that the executor named in the Will has the authority to deal with estate assets.

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2019 Federal Budget

What You Should Know

March 26, 2019

On Tuesday March 19, 2019 the Liberal government unveiled their 2019 budget. It’s important to us, as your financial advisors, to let you know about significant tax changes and developments that could affect you and your family’s financial health. Below is an overview of the budget’s key points.

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