Probate and Estate Administration Lawyers
When navigating estate matters, clarity and compassion make all the difference. Our estate administration lawyers offer calm, step-by-step guidance to help you feel secure and supported throughout the process.
What Is Probate and When Is It Required ?
Certificate of Appointment of Estate Trustee with or without a Will, formerly known as probate, is the process whereby the court affirms the validity of the Will and confirms that the Executor named has the legal authority to manage and distribute the Estate.
In Ontario, you usually need probate if the estate includes a house, big bank accounts, or if banks and other organizations ask for official permission before they release money or property. If all this feels confusing, don’t worry—we’re here to help you understand what to expect and guide you every step of the way.
What Does an Executor Need to Do ?
Taking on the role of Executor—also called the Estate Trustee—can feel overwhelming, but knowing the key steps can help you feel more confident and prepared. Here’s a general outline of your responsibilities:
Immediately after the death:
Immediately after the death:
- Arrange the funeral and burial
- Locate the Will and notify family members and beneficiaries
Within the first few weeks:
Within the first few weeks:
- Schedule an initial appointment with a lawyer to discuss the administration of the Estate and probate
- Schedule an initial appointment with the bank to discuss assets of the deceased.
- Collect and secure the estate’s assets
- Notify institutions
During the next several months:
During the next several months:
- Pay outstanding debts, bills, and taxes
- Communicate regularly with beneficiaries
- Manage any trusts created in the Will
After debts and taxes are settled:
After debts and taxes are settled:
- Distribute the remaining assets according to the Will
- Provide final accounting to beneficiaries and obtain approval
Every estate is different, and the timeline can vary depending on the complexity of the estate and whether probate is needed. It’s normal to feel unsure, but our probate and estate administration lawyers will provide calm, clear guidance so you never feel alone in this process.
How We Help
Why Choose FDT Law to Support You
You don’t have to navigate the complexities of estate administration or probate alone. Our team provides compassionate guidance to help you understand your responsibilities and protect your family’s future. Based in Simcoe County, we deliver dependable, personalized service, focused on giving you confidence and peace of mind every step of the way.
“Highly recommended! The team is professional, responsive, and truly cares about their clients.”
Decades of experience supporting estate administration and probate cases across Ontario.
Step-by-step guidance tailored to your needs, from filings to final distribution.
Proudly local and rooted in Simcoe County, committed to our community.
Meet The Team
Jennifer L.A. Goldsmith, B.A., J.D
Jennifer combines her legal expertise and financial background to guide clients through will creation, estate planning, and administration. As a lifelong Ontarian who began her career as a financial advisor, she knows how to simplify complex legal documents and help first-time estate planners feel confident and supported every step of the way.
Mark Baker, B.A., LL.B
Mark is an experienced lawyer who has built his career on strong litigation, real estate, and estate law expertise gained through decades of practice in Toronto and across Simcoe County. Drawing on his long history of trial work, community service, and client-focused advocacy, he helps individuals navigate legal matters with clarity, confidence, and trusted guidance.
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Estate and Probate Resources.
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