Blog

Learn how Estateably is building the future of estate and trust administration.

Estateably available in all Canadian provinces

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

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.

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.

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.

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.

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.

Announcing DocuVision: Innovating the way Estates are Administered

Our innovation team's first project - a financial statement reader that automatically extracts information found within customer bank or brokerage statements upon upload.

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.

Estateably Launches in Nova Scotia

We are proud to announce that we are expanding Estateably to support professionals in Nova Scotia.

Estateably Launches in Prince Edward Island

We are proud to announce that we are expanding Estateably to support professionals in Prince Edward Island.

Estateably Launches in New Brunswick

We are proud to announce that we are expanding Estateably to support professionals in New Brunswick.

Estateably Launches in Newfoundland and Labrador

We are proud to announce that we are expanding Estateably to support professionals in Newfoundland and Labrador.

What's New in Estateably - November 2021 Recap

Some of the features, functionalities and improvements we have been working on in November.

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.

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.

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 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 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 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 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 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 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). 

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.

What's New in Estateably - October 2021 Recap

Some of the features, functionalities and improvements we have been working on over the past few months.

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.

What Tech Does the Modern Law Firm and Estate & Wills Practice Need?

Implementing the correct legal technologies can make your business more efficient and increase client satisfaction.

Estateably Launches in Manitoba

We are proud to announce that we are expanding Estateably to support professionals in Manitoba.

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. 

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.

What's New in Estateably - September 2021

Some of the features, functionalities and improvements we have been working on over the past few months.

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.

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.

Announcing our SOC 2 Type II Certification: A reinforcement of our Commitment to Security

We are delighted to announce that Estateably has obtained SOC 2 Type II Certification!

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.

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.

Estateably Launches in Saskatchewan

We are proud to announce that we are expanding Estateably to support professionals in Saskatchewan.

What's New in Estateably - July Recap

Some of the features, functionalities and improvements we have been working on over the past few months.

What is Estate Administration Software?

Estate software can reduce the manual workload for estate lawyers, accountants, and their staff. It speeds along the probate process while also allowing estate professionals to focus on more important tasks. 

Estateably: The game-changer in estate administration in Canada - a blog by Mallory McGrath

Being named an Executor in a loved one’s Last Will & Testament is a job. You have to balance your own grief after the passing of someone you loved dearly, with a commitment to uphold the last wishes of your loved one.

Ontario Small Estates Certificate

A simplified probate process for Ontario estates valued at up to $150,000, will go into effect on April 1st, 2021.

Estateably Achieves SOC2 Type 1 Compliance

Estateably is proud to announce that we have completed the requirements for a Service Organization Control (SOC) 2, Type I Audit covering our Estate Administration platform

What's New in Estateably - February Recap

We are hard at work building the best possible application for estate administration, and user feedback drives the platform forward. Based on feedback we have collected in previous months, we have added additional functionality to certain areas of the application.

Modern Estate Administration: 5 Reasons Why Professionals are Switching to Estateably

Estateably is setting a new standard for what professionals should expect, and deserve, from the tools they use to conduct business.

Estate Administration & COVID: The Good, the Bad and the Opportunities

The business world has changed significantly over the past five months.

Outside Looking In: Reflecting on the Problems in Estate Settlement from an Industry Outsider

I'll be the first to admit it: I've never had the misfortune of administering an estate.

What We've Been Up To at Estateably

It has been a while since you've heard from us, yes. But we're so excited about what we've been building here at Estateably, that we need to get the word out.

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