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Application For Letter Of Executorship
I need to prepare an Application for Letters of Executorship for a complex estate in Ontario, where the deceased owned multiple properties across Canada and had international investments, with plans to distribute assets by March 2025.
1. Court Information: Identifies the court jurisdiction and filing location
2. Estate Information: Full legal name of deceased, last address, date and place of death
3. Applicant Information: Full legal name and details of the person applying to be executor
4. Will Information: Details about the will, including date of last will and any codicils
5. Right to Apply: Statement establishing the applicant's right to apply as executor
6. Value of Estate: Declaration of estimated value of estate, separated into real property and personal property
7. Beneficiary Information: List of all beneficiaries named in the will, their addresses and relationships
8. Declaration: Sworn statement by the applicant regarding the truthfulness of the information
9. Notice Requirements: Confirmation that all required notices have been given to beneficiaries
1. Renunciation Statements: Required when named executors in the will are not applying or are renouncing their right to apply
2. Bond Information: Required when the applicant needs to post a bond as security for the estate
3. Foreign Assets Declaration: Required when the deceased owned assets in other jurisdictions
4. Interpreter's Declaration: Required when the applicant needs an interpreter to complete the application
5. Prior Court Proceedings: Required if there have been any previous proceedings regarding the estate
1. Schedule A - Estate Asset Inventory: Detailed list of all assets owned by the deceased at time of death, including descriptions and values
2. Schedule B - Estate Liabilities: List of all debts and liabilities of the estate
3. Affidavit of Execution: Sworn statement from a witness to the will confirming its proper execution
4. Notice of Application: Copies of notices sent to beneficiaries regarding the application
5. Death Certificate: Original or notarized copy of the death certificate
6. Original Will: The original last will and testament of the deceased
7. Consent Forms: Signed consents from beneficiaries or other interested parties if required
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Real Estate
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Notarial Services
Legal
Estate Administration
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Trust Services
Probate Administration
Client Services
Document Processing
Estate Planning
Fiduciary Services
Risk Management
Estate Lawyer
Probate Clerk
Legal Assistant
Court Registrar
Estate Administrator
Trust Officer
Financial Advisor
Wealth Manager
Estate Planning Specialist
Bank Manager
Notary Public
Legal Secretary
Paralegal
Professional Executor
Estate Planning Attorney
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