Wills and Estates, 4th Edition

Wills and Estates, 4th Edition
Emond Publishing
Page Count:
Publication Date:
March 2017
ILCO Required; Law Clerk; Paralegal; Wills, Estates, and Trusts

NOTE: Please visit Wills and Estates, 5th Edition for the latest edition.

The fourth edition of Wills and Estates thoroughly examines the law and practice surrounding estate planning, administration, and litigation. Each of these areas is approached from all angles, beginning with a discussion of legal fundamentals that lays the foundation for the in-depth exploration of the complexities of legal practice that follows.

Author Derek Fazakas draws on his 20 years of experience in the field of estate law and estate disputes to provide a comprehensive but accessible treatment of this intricate area of law. The result is an essential resource text for law clerks, lawyers, and others involved in estate litigation.

Coverage of new rules pertaining to:

  • Passing estate accounts
  • Income tax related to estate and trust tax returns
  • Estate administration tax
  • Mandatory and court-ordered mediation of estate disputes

Also includes:

  • NEW chapter on mediation in estate litigation
  • NEW two-colour design
  • Up-to-date versions of court forms
  • Increased number of references to recent case law and brief excerpts of relevant statutes
  • More figures to demonstrate key concepts and procedures (i.e. how an estate is distributed among family members)

Part I: Estate Planning
Chapter 1: Wills
Chapter 2: Will Clauses
Chapter 3: Interpretation of Wills
Chapter 4: Intestacy
Chapter 5: Powers of Attorney
Chapter 6: Trusts

Part II: Estate Administration
Chapter 7: Proof of the Estate Trustee’s Status as Estate Trustee
Chapter 8: Preliminary Steps in Applying for a Certificate of Appointment of Estate Trustee
Chapter 9: Applying for a Certificate of Appointment of Estate Trustee
Chapter 10: Collecting the Assets
Chapter 11: Determining, Notifying, and Paying Creditors of the Estate
Chapter 12: Accounting to the Beneficiaries and Paying the Beneficiaries
Chapter 13: Administering Testamentary and Inter Vivos Trusts and Powers of Attorney

Part III: Estate Litigation
Chapter 14: Challenging the Conduct of the Estate Trustees
Chapter 15: Challenging the Validity of the Will
Chapter 16: Statutory Forms of Estate Litigation
Chapter 17: Mediation in Estate Litigation


A series of updates about how COVID-19 has affected Ontario courts can be found at www.emond.ca/legal-professional-covid-updates.

UPDATE to 4th Edition, Chapter 8, page 141: Calculating Estate Administration Tax in Ontario, January 2020

Prices and Formats

Wills and Estates, 4th Edition

Format: Print
Cover: Softcover
Colour: Two Colour
Status: Available

Price: $115.00

Wills and Estates, 4th Edition Emond Reader ebook (Lifetime Access)

Format: Digital
Cover: Online
Colour: Two Colour
Status: Available

Price: $89.00