LEGAL OFFICE PROCEDURES - WILLS AND ESTATES

1.    Wills and Codicils

1.1    Parts and format of wills and codicils

1.2    Formatting, spelling, and terminology

1.3    Will clauses

1.4    Rules under the Wills Act for making, witnessing and revoking wills.

2.    Grant of Letters Probate

2.1    Gathering information re deceased’s estate

2.2    Rules regarding notice, execution, and delivery of documents under the Estate Administration Act

2.3    Procedures to obtain a grant

                      2.3.1         open client file

                      2.3.2         order death certificate

                      2.3.3         request wills notice search

                      2.3.4         compile list of deceased's assets and liabilities

                      2.3.5         complete disclosure document

                      2.3.6         complete affidavits and renunciations

2.3.7          apply for grant of letters probate

3.    Grant of Letters of Administration with Will Annexed

3.1        Gathering information re deceased’s estate

3.2        Rules regarding Notice, execution, and delivery of documents under the Estate Administration Act

3.3    Procedures to obtain a grant

                      3.3.1         open client file

                      3.3.2         order death certificates

3.3.3         request wills notice search

3.3.4         determine who may act as administrator

                      3.3.5         compile list of deceased's assets and liabilities

                      3.3.6         complete disclosure documents

                      3.3.7         complete affidavits, renunciations and consents

                      3.3.8         apply for grant of letters of administration with will annexed

4.    Grant of Letters of Administration

4.1        Gathering information re deceased’s estate

4.2        Rules regarding notice, execution, and delivery of documents under the Estate Administration Act

4.3        Procedures to obtain a grant

                      4.3.1         open client file

                      4.3.2         order death certificates

4.3.3         request wills notice search

4.3.4         determine who may act as administrator

4.3.5         determine who may inherit in an intestate estate

                      4.3.6         compile list of deceased's assets and liabilities

                      4.3.7         complete disclosure documents

4.3.8              complete affidavits, renunciations and consents

4.3.9              apply for grant of letters of administration

1. 5.       Transmission and transfer of assets:

5.1                Procedures prior to distribution

5.1.1           Income tax returns and clearance certificates

                      5.1.2          Notice to creditors

       5.2           Distribution of Assets

                      5.2.1          Transfer of real property

5.2.2          Transfer of personal property

5.3                 Winding up an estate

       5.3.1         Preparation of accounts

5.3.2         Passing accounts or obtaining waivers

5.3.3         Releases