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I am a beneficiary of a TFSA from the Royal Bank for my
I am a beneficiary of a TFSA from the Royal Bank for my deceased friend. My name is ***** ***** acct as the benefactor at 100% and as such it should be excluded from the decedent's will and estate pro… read more
Debra
Debra
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Doctoral Degree
147,294 satisfied customers
Another question: I received a "RELEASE OF ESTATE TRUSTREE
Hi Debra, Another question: I received a "RELEASE OF ESTATE TRUSTREE WITH A WILL IN THE ESTATE OF" it goes on "in the Will am satisfied that I have received all money and other assets of the estate to… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
I am one of the beneficiaries of my Mom's will, I have just
I am one of the beneficiaries of my Mom's will, I have just found out that my brother (executor) and sister have 'dispersed' or sold(?) the furniture, art and jewelry. I was advised that a storage uni… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
I have a question regarding my mother's estate. She has a
Second opinion] Hello, I have a question regarding my mother's estate. She has a TFSA at TD Bank. It was to be split between the three siblings. My brother predeceased my mother. TD says it should be … read more
Counsel Creed
Counsel Creed
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LLB
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I have a question regarding my mother's estate. She has a
Hello, I have a question regarding my mother's estate. She has a TFSA at TD Bank. It was to be split between the three siblings. My brother predeceased my mother. TD says it should be split as per the… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
I have an inheritance question presented by my wife.
I have an inheritance question presented by my wife … read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
Can you tell me if the Executor of an Estate (in this case a
Can you tell me if the Executor of an Estate (in this case a practicing lawyer in BC) is responsible to ensure the distribution of funds in a TFSA? In this case my mother passed and left my two childr… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
Afternoon, afternoon, My mom pasted away a month ago, my
my mom pasted away a month ago, my sister was POA prior to death, now named the executor with my brother in Manitoba, not me because I'm out of province. We are my mother's only 3 children. In her WILL it state to divide everything by 3. My sister has NOw just mentioned to my brother and I that mom left her as beneficiary on her TSFA a significant amount! should my sister not be adding this to the final amounts and divide by the 3 children as stated in the WILL? … read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
My mother, who lived in Windsor, Ont passed away in April
My mother, who lived in Windsor, Ont passed away in April 2016. She named one of my brothers as executor, and all three brothers as beneficiaries.Months have passed and the Ont courts did confirm my b… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
Mother, lived in Windsor Ont, passed away in April. One of
Mother, lived in Windsor Ont, passed away in April. One of three brothers was named executor. Concern is arising that the estate is being handled properly. There are discrepancies in some of the bank … read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
My mother passed away in 2014 in .C. I am one of four children,
My mother passed away in 2014 in B.C. I am one of four children, I live in SK. My oldest sister is/was (unconfirmed) the executor of my mother's estate. My sister did not tell me or my other sister wh… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
Since my mother died I have had to ask for a copy of her Will
Since my mother died I have had to ask for a copy of her Will from my bossy,younger sister. In mom's will she has transferred her residence to the younger sister who is also the Executor and Trustee..… read more
Law.Hut
Law.Hut
Lawyer
Law degree (Juris Doctor)
6,458 satisfied customers
I am the executor of an estate. The deceased had GICs,
I am the executor of an estate. The deceased had GICs, TFSA, a safety deposit box and two bank accounts that were jointly held with me (I am not the deceased's spouse). The deceased did not have any r… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
My father died in March 2010. His sister is trustee of the
My father died in March 2010. His sister is trustee of the estate. Prior to him dying, he gave two of my brothers Power of attourney for his bank account and also changed his GICs to a joint account w… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
If a power of attorney has joint bank accounts with the deceased. And
If a power of attorney has joint bank accounts with the deceased. And is also one of two executives and is not including the joint bank accounts with the estate account that includes the proceeds of t… read more
Harv
Harv
836 satisfied customers
My sister died 6 years ago and I was executor of her will.
My sister died 6 years ago and I was executor of her will. I did not probate her will and I have learned that there are assests I was unaware of in an investment account. I have been contacted by the … read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
My mothers estate is comprised of bank acccounts and GICs
My mother's estate is comprised of bank acccounts and GICs plus the remainder of her RRIF. I will be filing for probate myself in Ontario, but I am unsure whether to include the value of the RRIF in t… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
How long is an Executor in term Can we push to finalise taxes for final clearance no
The Executor, my uncle has been asked to pay the following: $XXX of the estate to be held in trust in equal shares to both of my children. he is to distribute the rest and residue of the estate to (my… read more
Debra
Debra
Lawyer
Doctoral Degree
147,294 satisfied customers
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