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Commonly Asked Questions about Legal Forms for Estate Administration

To apply for probate, you will need the following forms: Form 74A - Application for a Certificate of Appointment of Estate Trustee. Form 74B - Affidavit of Service of Application for a Certificate of Appointment of Estate Trustee. Form 74D - Affidavit of Execution of Will or Codicil.
To apply for probate in Ontario, you need to prepare and submit a probate application. This application includes various documents, such as the deceaseds will, proof of death (like a death certificate), and other court forms.
The following assets are NOT subject to probate in Ontario. Assets that pass by beneficiary designation do not need to be probated, such as Jointly owned bank accounts, RRSPs, RRIFs, TFSAs with a named beneficiary other than Estate. Insurance proceeds paid to a named beneficiary other than Estate.
Probating a will in Ontario can be a complex process, and while it is not legally required to have a lawyer, it is highly recommended. A lawyer can guide you through the process, help you with the paperwork, and represent you in court if necessary.
You are not required to hire a lawyer to probate an estate but it is usually advisable. It is possible to file the application yourself. However, dealing with the courts and the required paperwork is a complex and confusing process.
Form 74A is required when applying for a Certificate of Appointment of Estate Trustee with a Will, with a Will Limited to the Assets referred to in the Will, and without a Will. Form 74.1A is required when applying for a Small Estate Certificate (currently being an estate valued at $150,000 or less).
Legal Process for Obtaining the Letter Step 1: Notify others of your intention to apply. The first form is the notice of application form. Step 2: Compile your application. Step 3: Submit your application and pay probate fees. Step 4: Administer the estate.
ing to the Estate Administration Tax Act of Ontario, there is no probate fee for estates with assets up to and including $50,000. For estates valued at more than $50,000, tax is charged at a rate of 1.5%, so $15 for each $1,000 of the estates value.