Get Form 7414 Or Form 7415 Application For Certificate Of Appointment Of Estate Trustee Without A Wil

Filling out the Form 7414 or Form 7415 is an essential step for individuals seeking to obtain a certificate of appointment as an estate trustee without a will. This guide will walk you through each section of the form, providing user-friendly instructions to help ensure accuracy and completeness.

Follow the steps to fill out the form online:

1. Click ‘Get Form’ button to obtain the form and open it in the designated editor.
2. Provide the details about the deceased person in the relevant fields. Complete each line: first given name, second given name, third given name, and surname. If the deceased used any other names, include those as well.
3. Enter the date of birth of the deceased, if known, along with their last known address, including street, city or town, and county or district.
4. Indicate whether the deceased had any property in Ontario by checking ‘Yes’ or ‘No’. Include the last occupation of the deceased.
5. Document the place of death, specifying the city or town and county or district.
6. Select the marital status of the deceased by checking the appropriate box: Unmarried, Married, Widowed, or Divorced. If applicable, provide further details regarding any previous marriages in an attached schedule.
7. List the persons entitled to share in the estate, along with their addresses and their relationship to the deceased. If necessary, attach a schedule for additional names.
8. Complete the value of assets of the estate by listing real estate and personal property, while ensuring not to include excluded items such as joint property or insurance payouts.
9. In the affidavit section, the trust officer must affirm their age, search efforts for a will, and intent to faithfully administer the estate. Ensure the trust officer's name and corporate information is filled in.
10. Finalize your form by reviewing all entries for accuracy, and then save the changes. You can download, print, or share the completed form as needed.

Complete your documents online to facilitate your estate management process.