Estate Forms under Rule 74 and 75 of the Rules of Civil Procedure


WARNING: Any forms shaded in grey in the table below have not yet come into force. Do not use them prior to their effective date, which is listed in the table below. Until the effective date, only use the current version of the form, which appears unshaded in the table below.


WARNING: 

July 6, 2023 estates court rules and form changes

On July 6, 2023, changes to the following estates forms came into effect pursuant to O. Reg. 188/23: Form 74A, 74J, and 74.1A.

A summary of this regulation is available on the Ontario Regulatory Registry at: 23-MAG005. A table summarizing the form and rule changes is available here.

The court will accept for filing both the new and prior versions of Forms 74A, 74.1A and 74J until November 3, 2023 as follows:

  • The new versions of Forms 74A and 74J (dated May 2023 at bottom of last page) can be served and filed on or after July 6, 2023.  The new version of Form 74.1A (dated May 2023 at bottom of last page) can be served on or after July 6, 2023, and filed on or after August 8, 2023.
  • The versions of Forms 74A and 74J dated February 1, 2022 may continue to be served and filed on or before November 3, 2023; and the version of Form 74.1A dated February 1, 2022 may be served on or before October 2, 2023, and filed on or before November 3, 2023.
  • The February 1, 2022 versions of the revised forms will not be accepted for filing on or after November 4, 2023.

January 1, 2022 estates court rule and form changes

New estates forms amended by O. Reg. 709/21 came into effect on January 1, 2022. The old estate court forms will not be accepted for filing, with two exceptions: the Affidavit of Execution of Will or Codicil (74.8) and Affidavit of Condition of Will or Codicil (74.10) forms.

A table comparing the old and new estates forms and describing the changes can be found here. The table also outlines the amendments to the estate court rules that came into effect on January 1, 2022. The rule and form changes are summarized on the Ontario Regulatory Registry at: 1-MAG-038.

July 1, 2022 estates court rules and form changes

On July 1, 2022, changes to the following estates forms came into effect pursuant to O. Reg. 435/22: Form 74A, 74C, 74D, 74E, 74I, 74J, 74.1A, 74.1B, 74.1C, 74.1F. A summary of this regulation is available on the Ontario Regulatory Registry at: 22-MAG-007. A table summarizing the form and rule changes is available here.

There will be a three month grace period for filing the revised forms. That is, the January 1, 2022 versions of the revised forms will not be accepted for filing as of October 1, 2022.


Electronic versions of forms under the Rules of Civil Procedure, R.R.O. 1990, Regulation 194, are available in the table below. Please note that to complete your court document, you may need to combine several of the forms listed below.


Many of the Rules of Civil Procedure forms contain the phrase “General heading”. General headings are separate forms which must be inserted where this phrase appears (Form 4A for actions, and Form 4B for applications). Also, most court documents must also end with a “backsheet” (Form 4C). For example, a typical Statement of Claim requires the following combination of forms:

  • Form 4A - General Heading (for actions),
  • Form 14A - Statement of Claim, and
  • Form4C - Backsheet.

Your completed form should be in 12 point (or 10 pitch) size, or neatly printed, with double spaces between the lines and a left-hand margin approximately 40 mm wide. See Rule 4 of the Rules of Civil Procedure for further requirements.

The Rules of Civil Procedure allow many civil court forms to be filed electronically through the Civil Claims Online Portal or submitted through the Civil Submissions Online Portal. To learn which forms may be filed or submitted electronically through these portals, refer to the Rules of Civil Procedure and the Ontario government website at File Civil Case Documents Online.

Documents that are required to be filed under the Rules of Civil Procedure can also be filed in hardcopy at the court counter and in some cases by mail or by email. To determine the appropriate method of filing of your documents refer to the Rules of Civil Procedure and Superior Court of Justice Notices to the Profession and the Public.

Documents in an Application for a Certificate of Appointment of Estate Trustee or Small Estate Certificate can now be filed by email to the appropriate estate court office. To learn more about how to file these documents by email, review the Superior Court of Justice Notice to the Profession, Parties, Public and the Media.

Jurats on affidavits and probate applications

Three jurats now appear on the prescribed form of affidavit and probate applications. The applicable jurat section should be completed. The two non-applicable jurats can be removed from the form. Alternatively, all three jurats can remain on the completed form with the appropriate jurat section completed. In this case, it is not necessary to strike the two non-applicable jurats on the form.


Pre-formatted, Fillable Estates Forms

Many of the estates forms under Rule 74 of the Rules of Civil Procedure are provided below in a fillable format.

The formatting complies with the standards set out in Rule 4. Please note that these forms contain check boxes. To put an X in a check box: Double-click on the box. In the menu that pops up, under Default Value, click “Checked.” Click "OK." Click the following link to return to the table containing all prescribed forms under the Rules of Civil Procedure.

These forms also contain rows to provide information. You can add as many rows as required. To add a row, click “enable editing” in the top toolbar. Then select a row, right click on your mouse, select “insert rows above” or “insert rows below”.

To calculate the amount of estate administration tax to be paid on a specific estate, use the estate administration tax calculator.

For information about estates and applying for a Certificate of Appointment of Estate Trustee, visit How to apply for probate in Ontario.


Estate Forms under Rule 74 of the Rules of Civil Procedure
Form Number Form Title Version Date Effective Date HTML/PDF Form MS Word Form
74A Application for a Certificate of Appointment of Estate Trustee Feb. 1, 2022 July 1, 2022

NA

rcp-e-74a-0222.docx
74A Application for a Certificate of Appointment of Estate Trustee May 1, 2023 July 6, 2023

NA

rcp-e-74a-0523.docx
74B Affidavit of Service of Application for a Certificate of Appointment of Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74b-0921.docx
74B.1 Lawyer’s Certificate of Service of Application for a Certificate of Appointment of Estate Trustee Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74b-1-0822.docx
74C Certificate of Appointment of Estate Trustee Feb. 1, 2022 July 1, 2022

NA

rcp-e-74c-0222.docx
74D Affidavit of Execution of Will or Codicil Feb. 1, 2022 July 1, 2022

NA

rcp-e-74d-0222.docx
74E Affidavit of Condition of Will or Codicil Feb. 1, 2022 July 1, 2022

NA

rcp-e-74e-0222.docx
74F Affidavit Attesting to the Handwriting and Signature of a Holograph Will or Codicil Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74f-0921.docx
74G Renunciation Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74g-0921.docx
74H Consent Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74h-0921.docx
74I Order in an Estates Proceeding Feb. 1, 2022 July 1, 2022

NA

rcp-e-74i-0222.docx
74J Application for Certificate or Confirmation of Appointment Feb. 1, 2022 July 1, 2022

NA

rcp-e-74j-0222.docx
74J Application for Certificate or Confirmation of Appointment May 1, 2023 July 6, 2023

NA

rcp-e-74j-0523.docx
74K Nomination of Applicant by Foreign Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74k-0921.docx
74L Bond - Insurance or Guarantee Company Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74l-0921.docx
74M Bond - Personal Sureties Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74m-0921.docx
74N Registrar's Notice to Estate Trustee Named in a Will or Codicil Deposited with the Court Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74n-0921.docx
74O Registrar's Notice to Applicant in an Application for a Certificate of Appointment of Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74o-0921.docx
74P Request for Notice of Commencement of Proceeding Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74p-0921.docx
74.1A Application for a Small Estate Certificate (Estate valued at $150,000 or less) May 1, 2023 July 6, 2023

NA

rcp-e-74-1a-0523.docx
74.1A Application for a Small Estate Certificate (Estate valued at $150,000 or less) Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1a-0222.docx
74.1B Request to File an Application for a Small Estate Certificate or an Amended Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1b-0222.docx
74.1C Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1c-0222.docx
74.1D Registrar’s Notice to Applicant in an Application for a Small Estate Certificate or Amended Small Estate Certificate Nov. 1, 2020 April 1, 2021

NA

rcp-e-74-1d-1120.doc
74.1E Application to Amend Small Estate Certificate Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74-1e-0921.docx
74.1F Amended Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1f-0222.docx
74.43 Affidavit Verifying Estate Accounts Sept. 1, 2020 Jan. 1, 2021 rcp-e-74-43-0920.pdf rcp-e-74-43-0920.doc
74.44 Notice of Application to Pass Accounts Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-44-0822.doc
74.45 Notice of Objection to Accounts July 1, 2007 July 1, 2008 rcp-74-45-e.pdf RCP_E_74.45_0707.doc
74.45.1 Request for Further Notice in Passing of Accounts May 1, 2017 July 1, 2017

NA

rcp-e-74-45-1-0517.doc
74.46 Notice of No Objection to Accounts July 1, 2007 July 1, 2008 rcp-74-46-e.pdf RCP_E_74.46_0707.doc
74.46.1 Notice of Non-Participation in Passing of Accounts July 1, 2007 July 1, 2008 rcp_74_46_1_e.pdf RCP_E_74.46.1_0707.doc
74.47 Affidavit in Support of Unopposed Judgment on Passing of Accounts Sept. 1, 2020 Jan. 1, 2021 rcp-e-74-47-0920.pdf rcp-e-74-47-0920.doc
74.48 Notice of Withdrawal of Objection July 1, 2007 July 1, 2008 rcp-74-48-e.pdf RCP_E_74.48_0707.doc
74.49 Request for Costs (Person other than Children’s Lawyer or Public Guardian and Trustee) July 1, 2007 July 1, 2008 rcp-74-49-e.pdf RCP_E_74.49_0707.doc
74.49.1 Request for Costs (Children’s Lawyer or Public Guardian and Trustee) July 1, 2007 July 1, 2008 rcp-74-49-1-e.pdf RCP_E_74.49.1_0707.doc
74.49.2 Request for Increased Costs (Estate Trustee) Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-49-2-0822.doc
74.49.3 Request for Increased Costs (Person other than Estate Trustee) Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-49-3-0822.doc
74.49.4 Reply to Notice of Objection to Accounts Feb. 1, 2015 Jan. 1, 2016 rcp-74-49-4-e.pdf RCP-E-74-49-4-0215.doc
74.50 Judgment on Unopposed Passing of Accounts Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-50-0822.doc
74.51 Judgment on Contested Passing of Accounts Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-51-0822.doc
75.1 Notice of Objection Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-75-1-0921.docx
75.10 Statement of Submission of Rights to the Court July 1, 2007 July 1, 2008 rcp-75-10-e.pdf RCP_E_75.10_0707.doc
75.1A Request for Assignment of Mediator Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1a-feb21.doc
75.1B Notice by Mediator Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-1b-0920.pdf rcp-e-75-1b-0920.doc
75.1C Statement of Issues Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1c-feb21.doc
75.1D Certificate of Non-Compliance Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1d-feb21.doc
75.11 Notice of Settlement July 1, 2007 July 1, 2008 rcp-75-11-e.pdf RCP_E_75.11_0707.doc
75.12 Rejection of Settlement July 1, 2007 July 1, 2008 rcp-75-12-e.pdf RCP_E_75.12_0707.doc
75.13 Notice of Contestation July 1, 2007 July 1, 2008 rcp-75-13-e.pdf RCP_E_75.13_0707.doc
75.14 Claim Against Estate Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-14-feb21.doc
75.2 Notice that Objection has been Filed Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-2-feb21.doc
75.3 Notice to Objector Nov. 1, 2020 April 1, 2021

NA

rcp-e-75-3-1120.doc
75.4 Notice of Appearance Nov. 1, 2020 April 1, 2021

NA

rcp-e-75-4-1120.doc
75.5 Notice of Application for Directions Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-5-0920.pdf rcp-e-75-5-0920.doc
75.6 Notice of Motion for Directions Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-6-0920.pdf rcp-e-75-6-0920.doc
75.7 Statement of Claim Pursuant to Order Giving Directions Nov. 1, 2005 July 1, 2006 rcp-75-7-e.pdf RCP_E_75.07_1105.doc
75.8 Order Giving Directions Where Pleadings Directed Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-75-8-0822.docx