The intake details are key part of the estate file process as it is where the user will input key information relating to the application. The information contained within the section will allow the system to prefill the relevant forms within the Forms and Letters section.
The Intake is located within the navigation menu on the left hand side.
- Internal File Number: This is the internal file number and is optional.
- Is the filer’s name the same as the firm name? The question is relating to sole practitioners, to avoid duplicating their name on the application and backsheets. For firms who have a business name that is different than the lawyer’s name, the answer will always be No.
- Lawyer Information:
- Lawyer Name
- LSO Number
- Phone Number
- Email Address
- Fax Number
Note: The lawyer's information is used to fill in the Filer’s information within the application, and the associated backsheets.
- File Type: Make sure to select the right application type
- Testate/Intestate: The toggle options will generate additional fields and questions within the form.
- Small Estate: Select the toggle option for small estate files.
- Application Type: Confirm the correct application form has selected.
- Courthouse: This is the courthouse that you will be submitting the application to.
- Default Jurat: In-Person, Remote (Same City as Commissioner) or Remote (Different City as Commissioner)
- If there is only one executor input their gender: Input the associated gender if there is only one executor. The system will generate certain letters that refer to the executor or executors.
The following section is to enter information that relates to the submission of the application and certificate issued. The information entered will be used to complete the estate information return.
- Court File Number
- Date Certificate was Issued
- Total Amount Paid with the Application for Estate Certificate: The amount of tax paid.
- Was the deposit submitted based on an estimated value of the estate?
- Was the certificate of appointment of estate trustee issued without payment of deposit equal to tax?
Information about the Deceased:
- Deceased’s Gender
- Is the deceased's name in the will is different than the legal name: If yes, the user can enter the name(s) within the field below.
- Was the deceased known by any other names? If the deceased had any AKAs, select yes, and enter them below.
- We will follow the same format as the application: First Name, first middle name, second middle name, last name, for each
Residence and Occupation:
- If the deceased did not have a fixed place of abode in Ontario, you can enter Yes or No whether they had property in Ontario
- Deceased's County or District of residence
- Place of Death (City or Town and County or District)
- Last Occupation
Information about the Applicant(s):
- Is there any person interested in the estate who is not applicant? Are there any beneficiaries who are not also executors?
- If you have selected Yes, specify whether any executors have renounced or predeceased
Note: The information entered will flow directly into the application and the certificate
- Is there is a person named in the will or codicil as estate trustee that is not an applicant? If an applicant was not named in the will
- If Yes, enter the reason below.
- Is there an applicant that is not named in the will or a codicil as estate trustee? If Yes, enter the reason why the person is entitled to apply.
- If the spouse of the deceased is an applicant, has the spouse elected to receive the entitlement under Section 5 of the Family Law Act?
Information about the Will:
- Will Date
- Did the deceased leave a codicil(s)? If there are any codicil(s), then enter the date of the codicil(s).
- Was the deceased 18 years or older on the date of the will (or 21 or older if the will is dated earlier than September 1, 2971) ?
- Did the deceased marry after the date of the will?
- Was the marriage of the deceased terminated by a judgement absolute of divorce or declared a nullity , after the date of the will?
- Is any person who signed the will or a codicil as witness or for the testator , or the spouse of such person, a beneficiary under the will?
If Succeeding Estate Trustee:
- If the application is not for succeeding estate trustee, please skip to the next section.
Unborn or Unascertained Persons:
- Make sure that there are no unborn or unascertained persons entitled to share in the distribution of the estate
Note: Remember to save all of the information entered. This will enable the system to prefill the forms in the Forms & Letters section. A user can modify the information at anytime. This is done by entering the updated data and pressing "Update" to save the modifications.