CATEGORY: Live Courses

Application for a Certificate of Appointment for an Estate Trustee With or Without a Will

Course Access: Lifetime
Course Overview

Tuesday, July 3, 2018 at 1:00 p.m. Eastern

A great course for legal practitioners beginning their careers or those who may not have a lot of experience with an estates practice.

This webinar will walk you through the steps you will need to follow to obtain either a Certificate of Appointment of Estate Trustee With a Will, or a Certificate of Appointment of Estate Trustee Without a Will. The presentation will include discussion of whether a certificate is needed, the documents and information needed before filing an application, preparation of the documents, serving the appropriate parties, calculating the estate administration tax, whether an administration bond is needed; and filing the application.

This program will also provide annotated sample applications and supporting documents.

Presenter: Suzanne Deliscar, Deliscar Professional Corporation

Eligible for 60 Substantive Minutes in Ontario. Approved CPD in British Columbia.

Legal professionals in all other provinces to determine if content qualifies for their requirements.