Probate Has Been Granted. When Can Beneficiaries Receive Their Inheritance? – RMS Estates Law

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Probate Has Been Granted. When Can Beneficiaries Receive Their Inheritance?

Raluca M. Soica
September 27, 2026

Receiving a Certificate of Appointment of Estate Trustee is an important milestone, and beneficiaries may understandably expect their inheritance to follow shortly afterward. However, obtaining probate does not mean that all of the estate’s obligations have been resolved or that the remaining funds are ready to be distributed.

Before making a distribution, the executor needs a clear understanding of the estate’s assets, debts, expenses, and tax obligations. Depending on the circumstances, there may still be property to sell, investments to collect, tax returns to file, or outstanding claims to address.

Tax matters deserve particular attention because distributing assets too early can expose an executor to personal liability for unpaid taxes. The probate certificate and a CRA clearance certificate serve different purposes, so the timing of distributions should be discussed with the estate’s legal and tax advisers.

While this work is underway, clear updates can help beneficiaries understand the process. Rather than promising a payment date before it can be confirmed, explain what has been completed, what remains outstanding, and whether any information is still being obtained. This gives beneficiaries a meaningful update without creating expectations that may be difficult to meet.

If you are responsible for estate administration in Ontario, advice about the remaining steps can help you determine when a distribution is appropriate and what should be addressed beforehand.

Contact RMS Estates Law to discuss your responsibilities as an executor and the next stage of the administration.

PLEASE NOTE: The content of this blog is provided for informational purposes only and does not constitute legal advice. Reading this material does not create a solicitor-client relationship. Estate administration is fact-specific and may require advice from a qualified estates lawyer. This information has been prepared in accordance with the laws currently applicable in Ontario and may not reflect future legal developments.

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