When it comes to real estate in a will, it usually makes the most sense to probate it. MoneySense said, "You also ask if you must apply for a Certificate of Appointment of Estate Trustee with a will. This is a specific Ontario term. Ontario uses gender-neutral terms such as ‘estate trustee’ with a will or without a will." Including real estate in a will can be tricky business, so it's often best to meet with professionals and discuss the options when writing the will.
Our father just passed away and my sister and I are co-executors and the only beneficiaries to his will. Do we need to obtain the Certificate of Appointment of Estate Trustee with a will and do we need to go through probate? His estate is composed of a joint chequing account with me, a vehicle, RRIFs (with me and my sister as beneficiaries) and his fully paid house located in Ontario, which was jointly owned by himself and our mom who predeceased him.
When it comes to real estate in a will, it usually makes the most sense to probate it. MoneySense said, "You also ask if you must apply for a Certificate of Appointment of Estate Trustee with a will. This is a specific Ontario term. Ontario uses gender-neutral terms such as ‘estate trustee’ with a will or without a will." Including real estate in a will can be tricky business, so it's often best to meet with professionals and discuss the options when writing the will.