The Estateably Team

Estateably is the modern, cloud-based software solution for estate and trust professionals. We help over 500 firms save hours of work by automating the filling of court forms and precedent letters, simplifying input of estate inventory and accounting and enabling one-click court-formatted reporting. The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.

Prefill information for all registered Canadian charities

We are excited to offer the ability to instantly prefill information for over 85,000 registered Canadian charities.

Estateably available in all Canadian provinces

Estateably's estate administration software is now available for professionals across all Canadian provinces.

Estate administration and charitable gifts

This blog includes information about charitable donation tax credits and designated donations and how these concepts changed in 2015 and 2016.

2022 Ontario Probate Form Changes

As of January 1, 2022, new estate forms are required for probate applications to align the Ontario estate court forms with the amendments to the Succession Law Reform Act (SLRA). 

2022 Changes to Ontario Probate Form 74A - Application for a Certificate of Appointment of Estate Trustee

Form 74A is a new Ontario estate court form effective January 1, 2022, replacing various Rule 74 Applications for a Certificate of Appointment of Estate Trustee.

2022 Changes to Ontario Probate Form 74J - Application for a Certificate or Confirmation of Appointment of Estate Trustee

Form 74J is a new Ontario estate court form effective January 1, 2022, replacing various Rule 74 Applications for a Certificate or Confirmation of Appointment of Estate Trustee.

2022 Changes to Ontario Probate Form 74B - Affidavit of Service

Form 74B is a new Ontario estate court form effective January 1, 2022, replacing probate Forms 74.6 and 74.16. This article reviews the changes in detail.

2022 Changes to Ontario Probate Form 74C - Certificate of Appointment of Estate Trustee

Form 74C is a new Ontario estate court form effective January 1, 2022, replacing all variations of the Rule 74 Certificate of Appointment of Estate Trustee. This article reviews the changes in detail.

2022 Changes to Ontario Probate Form 74G - Renunciation

Form 74G is a new Ontario estate court form effective January 1, 2022, replacing probate Forms 74.11 and 74.18. This article reviews the changes in detail.

2022 Changes to Ontario Probate Form 74H - Consent

Form 74H is a new Ontario estate court form effective January 1, 2022, replacing the previous Rule 74 variations of the Consent. This article reviews the changes in detail.

2022 Changes to Ontario Probate Form 74I Order in an Estates Proceeding

Form 74I is a new Ontario estate court form effective January 1, 2022, replacing the previous Rule 74 variations of Orders. This article reviews the changes in detail.

Administrative Changes to Ontario Probate Forms in 2022

Several administrative changes to Ontario probate forms become effective January 1, 2022, as part of the changes to the Ontario estate court forms. This article reviews the changes in detail.

The trust terms you need to know

The laws of trusts involve numerous terms. This article provides a brief description of these terms and a description of different types of trusts.

Hearsay evidence and estate litigation

This article provides an overview of what hearsay evidence is, how it affects estate litigation, and how this rule can vary from province to province.

Estate Administration and Digital Assets

In this article, we discuss the process of estate administration with digital assets such as cryptocurrencies, Non-Fungible Tokens (NFTs), and online accounts.

What is STEP Canada and the TEP Designation?

In this article, we discuss STEP Canada and the TEP designation in-depth and how it may be helpful to your law firm or estate administration practice.

Recent changes to estates and civil procedure

These changes arguably create more conveniences as the estate administration process becomes simpler, and new clarifications defog questions relating to limitation periods.

Estateably Named Estates & Trusts Software of the Year by Canadian Lawyer Magazine

The Readers’ Choice Awards recognize top legal vendors and suppliers in the industry based on more than 40,000 votes cast by 1,900 readers.

How life insurance policies impact estate administration

The estate administration process is complex and becomes even more complex when a $1 million death benefit comes into play.

Mak (Estate) v. Mak: Another turn in Ontario beneficiary designation precedent

Until the ONCA decides on Mak or another case related to the presumption of resulting trusts related to RRIFs, Ontario estate administrators and practitioners do not have a straightforward answer to whether resulting trusts apply in this instance. 

Sherman Estate v. Donovan: Setting the standard for probate sealing orders

This precedent is important for estate lawyers dealing with high-profile individuals when they pass away.

Lagrandeur Estate (Re): When conflict of interest denies an estate trustee application

This case shows that where the estate has support claims to payout, and the trustee previously showed no interest in providing support to the payees in other situations, it may give reasons to deny an estate trustee's certification.

Earl v. McAllister: Clarifying the legal test for a dependent's estate entitlement

Earl v. McAllister provides additional clarity to determining whether a dependent is entitled to estate proceeds and, this case reinforces an application judge's inability to consider social benefits when choosing a claim to estate proceeds.

Ontario Estate Planning, Marriages, and Bill 245

Many of Bill 245 amendments and sections hope to improve access to justice by simplifying the estate planning and administration process.