Estate Return Filing
Our probate lawyers take the worry out of completing court documents and getting court approval to administer an Ontario estate.

Our probate lawyers take the worry out of completing court documents and getting court approval to administer an Ontario estate.
As an Estate Trustee, you must be prepared with an EIR. EIR (Estate Information Return) and estate return filing summarize a deceased’s assets and their value so estate administration taxes (EAT) can be settled. Axess Law can help ensure your EIR is accurate, complete, and on time.
The EIR records assets included in their Will that have gone through probate court before being distributed according to the deceased’s wishes in their final Will and testament.
As an estate trustee, you are required to make a commitment to distribute the deceased’s estate and keep accurate records of all your actions. You must list all assets that will be used to determine the value of their estate, with details about each and their fair market value. The process has to be done in a quick and efficient manner as EIRs are due within 180 calendar days of Ontario probate court approving you as an estate trustee.
The filing will require you to get a death certificate, copy of the original Will, and any changes and go to court to obtain a certificate of appointment of an estate trustee, then submit the EIR.
Our lawyers will work with you to complete the application forms and apply for probate in the Ontario Superior Court of Justice.
Prior to closing, Axess Law will ask you for two pieces of ID. Proving your identity is obligatory to prevent fraud. You may use either two pieces of primary ID (Ontario driver’s license, passport, Ontario photo card, Canadian citizenship card with photo or Canadian permanent resident card with photo) or one primary and one secondary ID (Birth certificate, social insurance card, or major credit card with your name on it).
Estate assets you should report in the EIR include:
Mortgages and home owner credit lines secured by a mortgage can be deducted from an estate’s value, but not other debts such as car loans or credit cards. Be wary if adult children hold assets jointly with parents. The assets may be subject to tax if a court rules they were meant to be included in the estate.
The online estate information return Ontario guide has useful tips on what assets to include. Check it out at www.forms.ssb.gov.on.ca.
Axess Law helps you figure out estate trustee responsibilities and legal obligations in Ontario. We:
Ensure your EIR is accurate
Advise you on filing the EIR with the Ontario government
Advise you on distributing the estate to beneficiaries
Provide assistance if you are being audited by the Ontario Ministry of Finance
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