Beneficiaries Knowledge

What are the differences between an estate trustee and an executor in Ontario?

While the roles of an estate executor and an estate trustee may seem similar, there are some key differences that define these important jobs.

Ontario Inheritance Laws; Explained

If someone dies and doesn’t leave a will, Ontario’s inheritance laws kick in. Here’s what you need to know.

How Do You Notify Medicaid of a Death?

If a recipient of Medicaid passes away, they should be notified as soon as possible. Learn how to notify Medicaid of a death

Can there be an objection to the inventory of your loved one's estate?

If you have objections to the way an executor is appraising your loved one’s estate, you have the right to object.

What happens when an executor is also a beneficiary?

An executor simultaneously being a beneficiary of that same estate is more common than you may think.

What are a beneficiary's rights?

As a beneficiary you do have a right to remain informed by the estate executor on what the expected timeline is.

How to Manage Beneficiary Exepectations

Dealing with your loved one's estate can be overbearing and having to manage beneficiaries will not help, here’s how you can avoid that

How to Talk About Inheritance with Your Family

Dealing with your loved one's estate can be overbearing and having a dramatic beneficiary will not help, here’s how you can avoid that