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Insight, Analysis & Commentary

We believe in the principle of informed client decision-making. Accordingly, and depending always on client preferences, we adopt an educational approach in our dealings with them.

The insight, analysis and commentary included below is designed to help our clients understand the financial and economic environment in which we live.

The content of this material changes frequently. So please be sure to review it regularly and, of course, do not hesitate to share it with family and friends.

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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