Application for Certificate of Appointment of Estate Trustee with a Will Checklist (Practical Tips) (ON)

Summary

This checklist provides a detailed and comprehensive breakdown of all documents required when submitting an application for a certificate of appointment of estate trustee with a will as well as provides tips and issues to be aware of when completing each form. Applications for certificates of appointment of estate trustee with a will, certificates of appointment of estate trustee with a will limited to the assets referred to in the will, and certificates of appointment of estate trustee without a will are now streamlined into one application, namely Form 74A. Note that on July 6, 2023, the Rules of Civil Procedure Regulation, O. Reg. 188/23 was filed amending Regulation 194 of the Revised Regulations of Ontario, 1990 amending Forms 74A, 74J and 74.1A of the Estates Court Forms.