Epilogue Probate
Smooth probate sailing ahead
Affordable, hassle-free probate assistance for executors.
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Free Consultation
Learn what probate is all about, whether you need to get probate, and how much it costs to probate a Will
Apply for Probate
Let someone else take care of all the paperwork needed to file your probate application with the court.
Administer the Estate
Once probate has been granted, you can start dealing with and distributing the estate.
Think of probate as the official 'thumbs up' from the court that allows you to deal with someone's estate after they pass away. Getting probate involves a bit of paperwork and some digging, all while making sure you're following your province's rules.
Each Canadian province has its own probate rules, and it can be a bit of a maze. Don't worry — we're here to help you get through it. And with fixed-fee pricing up-front, you know exactly what you're getting into.
Start with a free consultation and then decide what's right for you.
Essentials
Obtain probate with help from a professional
Review of the estate and the executor's role
Preparation of the probate application
Guidance on estate asset valuation
Communication with beneficiaries, financial institutions, and professionals
Preparation of the Estate Information Return
Upgrade to Premium at any time
Premium
Continuous support throughout the estate administration process
Everything from the Essentials package, PLUS:
Assistance with all estate administrative tasks
Ongoing support for the executor
Maintenance and preparation of formal estate accounts
Calculation of executor compensation (if any)
Coordination with professionals such as lawyers, accountants, and investment advisors
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Deluxe
An experienced professional to handle all the heavy lifting
Everything from the Premium packages, PLUS:
Assistance with the location, discovery, and inventory of assets
Arrangements to secure, empty, clean, and sell the deceased's home
Reviewing and filing claims for insurance and pension benefits
Handling complex tax matters for the estate
Regular status updates to the executor and beneficiaries
A professional, neutral, third-party to help manage conflicts that may arise
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Epilogue was founded by lawyers who wanted to make the probate process easier for everyone. Our goal is to help you navigate the process, so you can focus on what matters most during this difficult time.
Elaine Blades, Senior Manager at RBC Royal Trust, speaks to the role of executor and the difficulties presented in managing an estate.
Probate is the procedure through which one of two things happen:
Probate is the procedure through which one of two things happen:
• Someone requests the courts give them the authority to act as an estate's trustee
• Someone requests the courts give them the authority to act as an estate's trustee
• Someone asks the courts to confirm that the person named in the Will has the authority to serve as the estate's executor
• Someone asks the courts to confirm that the person named in the Will has the authority to serve as the estate's executor
The estate trustee (sometimes called the executor) is the individual the courts recognize as having the authority to manage or distribute an estate.
The estate trustee (sometimes called the executor) is the individual the courts recognize as having the authority to manage or distribute an estate.
There are many scenarios where it will be necessary to get probate. This can include:
There are many scenarios where it will be necessary to get probate. This can include:
• The deceased individual dies without a Will
• The deceased individual dies without a Will
• There is a Will, but it does not name an executor
• There is a Will, but it does not name an executor
• A financial institution (such as a bank) needs proof that you have the legal authority to receive money or investments from the deceased
• A financial institution (such as a bank) needs proof that you have the legal authority to receive money or investments from the deceased
• The estate includes real property (like a house or condo) that does not pass to another person through the right of survivorship
• The estate includes real property (like a house or condo) that does not pass to another person through the right of survivorship
• There are beneficiaries in the Will who cannot provide legal consent
• There are beneficiaries in the Will who cannot provide legal consent
There are usually costs associated with probating a Will, typically ranging from $1,900 to upwards of $5,500. The final amount is based on the jurisdiction and the intricacy of the estate. These costs can include court fees and may extend to professional services such as legal counsel, in addition to related expenses.
There are usually costs associated with probating a Will, typically ranging from $1,900 to upwards of $5,500. The final amount is based on the jurisdiction and the intricacy of the estate. These costs can include court fees and may extend to professional services such as legal counsel, in addition to related expenses.
Securing probate usually takes about 4 to 6 months, but can also take longer depending on how complicated the estate and Will are.
Securing probate usually takes about 4 to 6 months, but can also take longer depending on how complicated the estate and Will are.
Getting probate involves figuring out the value of all the stuff the person had when they passed. It takes a bit to nail down those numbers, but once you've got them, the probate application part can move pretty fast.
Getting probate involves figuring out the value of all the stuff the person had when they passed. It takes a bit to nail down those numbers, but once you've got them, the probate application part can move pretty fast.
The time it takes between applying for probate and getting probate can vary, depending on where the person lived and whether there not there is a challenge to the Will.
The time it takes between applying for probate and getting probate can vary, depending on where the person lived and whether there not there is a challenge to the Will.
When you work with a professional, they'll be able to provide a better estimate based on your unique situation.
When you work with a professional, they'll be able to provide a better estimate based on your unique situation.
Executors have various responsibilities, including gathering and valuing assets, paying off debts and taxes, distributing assets to beneficiaries, and ensuring the wishes outlined in the will are carried out. Probate is typically one of the initial steps an executor must complete before they can proceed with the rest of their responsibilities.
Executors have various responsibilities, including gathering and valuing assets, paying off debts and taxes, distributing assets to beneficiaries, and ensuring the wishes outlined in the will are carried out. Probate is typically one of the initial steps an executor must complete before they can proceed with the rest of their responsibilities.
