Wills and Estate Documents: What Needs Notarization?

The Affidavit of Execution

The most important notarized document for wills is the Affidavit of Execution.

What Is It?

An affidavit sworn by a witness to the will stating:

• They witnessed the testator sign the will
• The testator appeared to understand what they were signing
• The testator signed voluntarily
• The witness is not a beneficiary

Why It Matters

When probate is needed, the court requires proof the will was properly signed. The Affidavit of Execution:

• Provides this proof
• Eliminates need to track down witnesses later
• Speeds up probate process

When to Get It Done

Best practice: Have the Affidavit of Execution completed at the same time as signing the will.

If done later, the witness must:

• Still be alive
• Be located
• Remember signing
• Swear the affidavit

This can be difficult years later.

Estate Planning Documents

Beyond wills, estate planning includes several documents where notarization is important:

Power of Attorney for Property

Allows someone to manage your finances if you're unable. See our Power of Attorney guide.

Witness requirements:

• Two witnesses required
• Cannot be the attorney or spouse of attorney
• Cannot be the grantor's spouse or partner
• A notary can serve as one witness

Power of Attorney for Personal Care

Allows someone to make health and personal decisions for you.

Witness requirements:

• Two witnesses required
• Same restrictions as property POA

Notary's Role with Powers of Attorney

We can:

• Witness your signature (as one of two witnesses)
• Verify your identity
• Confirm you appear to understand the document
• Apply our seal for added authenticity

Note: We cannot draft POAs. Consult an estate lawyer for document preparation.

Probate Documents

When someone dies, their estate often needs to go through probate (officially called "Certificate of Appointment of Estate Trustee" in Ontario).

Documents Requiring Affidavits

Probate applications require several sworn documents:

Certified Copies for Probate

You'll need certified copies of:

• Death certificate
• Will (may need multiple copies)
• Identification documents
• Property ownership documents

After Probate

Once the Certificate of Appointment is issued, you'll need certified copies for:

• Banks and financial institutions
• Land registry
• Stock transfer agents
• Insurance companies
• Pension administrators

Death Certificate

The death certificate is essential for settling an estate:

Obtaining Copies

Order from Service Ontario. You'll receive:

• Long-form certificate (with cause of death)
• Short-form certificate (without cause of death)

Certified Copies

Various institutions require their own certified copy of the death certificate. Order multiple certified copies initially.

Specific Estate Documents

Renunciation of Estate Trustee

If named as estate trustee but don't want to serve:

• Sign a renunciation
• Must be witnessed
• Often sworn as an affidavit

Consent of Estate Trustee

If becoming estate trustee when not named in the will:

• Consent to act
• Usually sworn as affidavit
• Part of probate application

Release by Beneficiaries

When distribution is complete, beneficiaries sign releases:

• Acknowledges receipt of inheritance
• Releases estate trustee from further claims
• May benefit from notarization

Transmission of Property

To transfer property owned by deceased:

• Survivorship application (for joint tenancy)
• Transmission application (to estate)
• Various affidavits required

See our property transfer guide.

Holographic Wills

A holographic will is entirely in the testator's handwriting:

Requirements

• Entirely handwritten
• Signed by testator
• No witnesses required

Challenges

• May be harder to validate
• Often contested
• Affidavits may be needed to prove handwriting

Notarization Role

While the will itself can't be notarized after death, supporting affidavits may be needed:

• From people who recognize the handwriting
• About the circumstances of the will
• Regarding testator's intentions

International Estate Matters

Foreign Wills

If the deceased had a will from another country:

• May need to be probated there
• Certified copies for Canadian proceedings
• Affidavits about foreign law

Canadian Wills for Foreign Assets

If a Canadian will deals with assets abroad:

• May need authentication/apostille
• Certified copies for foreign courts
• Translations with notarized certification

Assets in Multiple Countries

Consider:

• Separate wills for each jurisdiction
• Proper authentication for each will
• Coordination between estates

Estate Administration Affidavits

During estate administration, many affidavits may be needed:

Notarization for Estate Disputes

If disputes arise:

Will Challenges

• Affidavits about testator's capacity
• Statements about undue influence
• Evidence about circumstances of signing

Beneficiary Disputes

• Statutory declarations about family relationships
• Affidavits about testator's intentions
• Documentation of communications

Common Estate Documentation Mistakes

❌ No Affidavit of Execution

Creating a will without the Affidavit of Execution creates problems later:

• Must track down witnesses
• Witnesses may be deceased or unreachable
• Delays probate

Get the affidavit done when signing the will.

❌ Improper Witnesses

Witnesses who are beneficiaries or their spouses can void gifts to them.

❌ Not Updating Documents

Estate documents should be updated after:

• Marriage or divorce
• Birth of children/grandchildren
• Major asset changes
• Death of named trustees or beneficiaries
• Moving to a new province

❌ Insufficient Copies

Estate administration requires many certified copies. Order extras initially.

❌ Lost Documents

Keep originals safe:

• Lawyer's office
• Safety deposit box
• Home safe (fireproof)

Keep copies and records of where originals are stored.

Costs for Estate Notarization

Note: Legal fees for will preparation and estate administration are separate and vary widely.

How We Can Help

At Minutes Notary, we assist with estate documentation:

• Affidavits — Of execution, for probate applications
• Statutory Declarations — For estate matters
• Certified True Copies — Of wills, death certificates, court orders
• Notarized Signatures — On various estate documents
• Witnessing — For Powers of Attorney (as one of two witnesses)

We understand estate matters are often time-sensitive and emotionally difficult. We provide professional, compassionate service.

Need Estate Documents Notarized?

Whether you're planning ahead or settling an estate, we're here to help. Book an appointment with Minutes Notary for professional estate documentation services.

Related Articles

• Power of Attorney in Ontario: What You Need to Know
• Property Transfer Documents: Notarization Requirements
• Guardianship Documents in Ontario: Complete Guide