How do Ontario probate applications and estate information returns interact?
Applicants assemble court forms, valuations, and the Estate Information Return; institutions may insist on a certificate of appointment of estate trustee before releasing certain assets.
Financial institutions often refuse to transfer certain assets without a certificate of appointment of estate trustee. Planning ahead can reduce surprises about which accounts require probate.
Executors should coordinate with accountants about the estate information return and final income tax obligations.
This overview is not a substitute for court rules or professional forms that change over time.
Disclaimer: This page is for general education only and is not legal advice. Rules vary by province and change over time; speak with a qualified lawyer about your own circumstances.
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