Wills and Estate Administration

Planning your estate today gives you the ability to express your own wishes about what should occur with your estate after you die. If you do not make a will, tte law determine how your estate is distributed through the steps set out in the Succession Law Reform Act (Ontario).

Estate planning includes legal tools such as wills, trusts and powers of attorney. These tools are integral to help you ensure that your long-term wishes are met after you are gone. Estate planning includes maximizing the benefits you can leave to your beneficiaries, appointing guardians for minor children, and specifying who can make decisions regarding your care and property if you are no longer able to do so.

Estate administration involves collecting and managing the deceased’s estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate, whether pursuant to a Will or an intestacy.

Solicitors at Carters Professional Corporation can help you with all aspects of estate planning and administration including providing you with effective legal advice in the process of drafting your wills, powers of attorney, and health care directives, and assisting in the administration after death. We aim to clearly describe the steps available and help ease any apprehension you feel in dealing with estates. Because of our expertise with not-for-profits, including charities and trusts, we are able to provide our clients with a wide variety of investment planning tools.

Lawyers

Nancy E. Claridge
Nancy E. Claridge
Partner
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Nancy E. Claridge, B.A., M.A., LL.B. – Called to the Ontario Bar in 2006, Nancy Claridge is a partner with Carters practicing in the areas of charity, anti-terrorism, real estate, corporate and commercial law, and wills and estates, in addition to being the firm’s research lawyer and assistant editor of Charity & NFP Law Update. After obtaining a Master’s degree, she spent several years developing legal databases for LexisNexis Canada, before attending Osgoode Hall Law School where she was a Senior Editor of the Osgoode Hall Law Journal, Editor-in-Chief of the Obiter Dicta newspaper, and was awarded the Dean’s Gold Key Award and Student Honour Award.

Publications
Testamentary Charitable Giving: The New Regime
By M. Elena Hoffstein Charity & NFP Law Bulletin No. 386, February 25, 2016.
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Discriminatory Will Provision Ruled Invalid
By Terrance S. Carter and Nancy E. Claridge, Charity & NFP Law Update, February 25, 2016.
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Legal Update: Do You Need a Will?
By Terrance S. Carter, Legal Update,January 2013
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Legal Update: Do You Need Two Wills?
By Terrance S. Carter Legal Update January 2005.
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Powers of Attorney for Personal Care
By Terrance S. Carter, Legal Update January 2005.
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Legal Update: Administering an Estate
By Terrance S. Carter Legal Update January 2002.
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Full listing of Publications

Speaking Engagements & Seminar Materials
Incorporating Your Business
By Nancy E. Claridge
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