Probate Fees Ontario: How to Calculate and Plan for Probate
In Ontario, probate fees—officially called the Estate Administration Tax—are calculated based on the total value of the deceased person’s assets.
April 9, 2025
In Ontario, probate fees—officially called the Estate Administration Tax—are calculated based on the total value of the deceased person’s assets.
Estate planning ensures your assets go to the right people, minimizes taxes, and provides clarity for your loved ones. You might wonder whether you need a lawyer, what it will cost, and how to keep the process simple.
Choosing the right type of will is crucial to ensuring your estate is distributed according to your wishes. But remember, a will is not the same as an estate plan which takes into consideration tax planning.
The cost of a will in Ontario depends on several key factors: the complexity of your estate, whether you use a lawyer or DIY tools, and the level of professional advice required.
A Living Will in Ontario is a written statement that outlines the medical care you want—or don’t want—if you become unable to speak for yourself.
Thinking about making a will can feel overwhelming. In this post we’ll provide a checklist that will help you if you’re making a will in Ontario. Just keep in mind that a will is not the same as an estate plan.
A will is a legally binding document that gives instructions on who receives your assets and when, who will look after any dependent children and it also names someone to carry out your wishes and administer your estate.
Minimize probate tax in Ontario with smart estate planning. Use trusts, life insurance, and gifting strategies to reduce taxes and maximize your legacy.
The final tax return, or Terminal Return, reports all income up to death. Executors file it to settle taxes before estate distribution. Plan ahead to reduce taxes.
Yes, you can write your own will in Ontario, but mistakes can make it invalid. Ensure it’s legally sound with proper signatures or seek professional advice.
SWPP helps families and business owners in Ontario with comprehensive estate planning.
SWPP’s Living Estate Plan service ensures Ontario families have an estate plan or living trust that protects their assets from unnecessary taxes and fees, including probate.
16 Industrial Parkway South, Suite 609, Aurora, ON, L4G-0R4