Nov 20, 2025
Each time a new matter is commenced with the Superior Court of Justice (“SCJ”), you are provided with a unique court file number. There are two main formats in which the SCJ has issued court file numbers (“CFN”), which in this blog I will refer to as the “old” and “new” formats.
The old CFN format is as follows: _ _ – _ _ _ / _ _. The first five digits represent the court’s internal case or file number. The last two digits represent the year in which the CFN was issued. For example, if your CFN was issued in 2025, it would read _ _ – _ _ _ / 25.
The new CFN format is as follows: CV -_ _ – _ _ _ _ _ _ _ _ – 00ES (or 0000). The first two digits represent the year in which the CFN was issued. For example, if your CFN was issued in 2025, it would read CV-25-_ _ _ _ _ _ _ _ -00ES (or 0000). The next eight digits represent the court’s internal case or file number. The final four digits are an extension and will always either be 00ES or 0000. The first, 00ES, is used only by the Toronto Estates Court, which is a division of Toronto Superior Court of Justice. The second, 0000, is more commonly used by other regions of the Superior Court of Justice.
Oftentimes when you have an older file that is still active, you need to convert the old CFN format to the new one. For instance, when filing materials online, the JSO portal will not accept the old CFN formatting. In this case, you need to do the following:
Old CFN: 01-123-25
New CFN: CV-25-00001123-00ES (or 0000)
- Begin with the prefix ‘CV-‘.
- Take the last two digits of the old CFN and insert it after the ‘CV-‘ in the new CFN. The first two digits will be ‘25’, as this is the year the CFN was issued.
- Take the next five digits of the old CFN and add three zeros in front it. Then, insert these eight digits (i.e., ‘00001123’) into the new CFN after ‘-25-‘.
- If the matter is with the Toronto Estates court, the last four digits of the new CFN will be ‘00ES’, otherwise for civil matters, the last four digits will be ‘0000’.
I hope this proves helpful and takes some of the mystery out of converting old court file numbers!
Hannah Henley
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Nov 4, 2025
The first few months of law school can feel overwhelming. I remember worrying about moving to a new city, establishing friendships, and adapting to a teaching style that was completely different from anything I had experienced before. Adding extracurricular commitments to an already full schedule was the last thing on my mind.
Yet, it felt like everyone around me was enthusiastically joining clubs and activities. Not wanting to get left behind, I somewhat-reluctantly followed suit. Looking back, deciding to get involved was one of the most valuable decisions I made in law school.
Here are some of the benefits:
Networking and Mentorship
Getting involved outside of class gave me plenty of opportunities to meet other students, professors and practicing lawyers. This was a game-changer because I quickly learned that upper-year students are the best resource for outlines, study tips, and advice about second and third-year courses. It was also great to connect with practicing lawyers because they offered firsthand insights into their areas of practice and daily work. Some of these relationships have turned into ongoing support networks that have become a huge asset now that I’ve started my career.
Discovering Different Types of Law
During my second year of law school, I joined the Queen’s Elder Law Clinic (“QELC”) as a student caseworker, where I drafted Wills and Power of Attorney documents for older adults in the Kingston area. This experience introduced me to estate litigation – a field I immediately connected with, and one that I wish had received more attention in my first-year courses. Thanks to this introduction, I applied to (and now work at) Casey & Moss, a firm that exclusively practices in the area of Estates and Trusts. Without my involvement at the QELC, I’m not sure if I would have ended up working in an area that I’m so passionate about.
Developing Practical Skills
During my first year, I spent time mooting (a type of simulated court for students to practice oral advocacy). This provided a fantastic introduction to courtroom procedure, legal research and writing, and developing persuasive oral arguments. At the QELC, I learned essential skills like time docketing, effective client communication, and how to prioritize urgent tasks. These practical abilities made the transition from student to lawyer much smoother and remain integral to my daily work.
Demonstrating Genuine Interest
While interviewing for jobs, I was initially concerned about standing out among other candidates. However, much of my interview time was spent discussing the things I did outside of the classroom. In hindsight, this makes a lot of sense. Law firms, particularly those specializing in niche practice areas, are looking for students who are genuinely interested in the type of law they practice. Participating in related clubs, clinics, and moots is one of the best ways to display an authentic interest in a given field.
Getting involved in law school helps you build skills, meet people, and find out what really interests you. Even if it feels overwhelming at first, the connections and experiences you gain will stick with you well beyond graduation and can make a big difference as you start your career.
Colleen Dowling
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Oct 31, 2025
This is my first blog as a proud new lawyer at this fantastic firm, and I’ve decided to write about the role of financial institutions – banks in particular – in the early stages of estate litigation. The reason for this topic is in that this past year, banks have managed to play a big role in some of my and my colleagues’ files despite having no stake in the litigation.
I’ve created two scenarios, based upon these experiences, which will illustrate how banks can shape the early stages of estate litigation. My hope is that these scenarios can aid in understanding what banks may or may not do – which in turn, may help frame client expectations and inform early strategic decisions.
Scenario #1
Your client is the estate trustee and residue beneficiary of an estate. They have been acting for well over a year and have disposed of all the estate property and have distributed multiple cash legacies. All that remains is the residue. The accountant is waiting for a clearance certificate and anticipates no issues in that regard.
Your client decides to withdraw the residue now that everything appears OK.
When your client arrives at the bank, they are informed that the estate account has been frozen. The bank received a letter which indicated that ‘probate was being challenged’. The bank refuses to disclose any further information.
Your client calls you, obviously very concerned and stressed. They were really relying on this money. So, you contact the bank and they inform you of a few things:
- The letter did NOT enclose a court order, judgment, or writ authorizing the freeze.
- The letter was from a lawyer, who appeared to be representing a friend of the deceased.
- The friend was seeking to challenge the Will; however, they had not commenced proceedings of any kind.
- They refused to disclose the contact information of the lawyer until they obtained the other lawyer’s consent.
The authority that the bank was relying upon to freeze the account was the terms and conditions of their personal chequing accounts. As the estate account had formerly been a personal account, the estate account was bound to those terms. The terms allow the bank to unilaterally freeze accounts, without notice to account holders, if it is ‘unclear’ who the funds in the account belong to. The ‘freezing clause’ is a standard form term in all personal account agreements across the ‘Big 5’ Canadian banks.
You write a letter, demonstrating that your client is the only person with authority to act and arguing that the residue is held in trust for them, but the bank does not care. They advise that they ‘take no position’, and that they will be requiring either a court order or the consent of all parties, to unfreeze the account.
This is a paradoxical non-position: inert yet immensely prejudicial. Schrodinger would be proud.
To be fair to the bank and their policy, there is an obvious concern for liability. Yet the same terms that authorize the freeze also contain a waiver and indemnity, and where a bank obeys the authority of probate, who could realistically fault the bank for doing so?
Overall, this was a fantastic early victory for the Will challenger. Without going to Court, they’ve managed to obtain essentially a Mareva injunction. Where there is a risk of dissipation, parties should consider writing, at first instance, to all banks where the testator may have had accounts. The banks’ internal policies, terms, and conditions regarding personal accounts and estate accounts may result in a timely and effective freeze.
Scenario #2
Your client is a director and minority shareholder of a family business. The family business has been struggling with no business or activity in many months, but it remains the beneficiary of a sizeable life insurance policy insuring the life of your client’s father. Your client’s father was also a director and a majority shareholder of the family business. The father’s Will appoints your client’s brother as Estate Trustee. Your client and his brother are residue beneficiaries.
Your client’s father passes away, and the policy becomes payable. It is not technically an estate asset, although it benefits the family business to which both your client and his brother are entitled.
Unbeknownst to your client, the brother, who has yet to obtain probate, writes to the bank asking for the business accounts to be frozen based upon his authority as the named Estate Trustee and expressing concern that your client may steal company funds. The brother is highly suspicious and does not trust your client in the slightest. The brother believes that your client will abscond with the life insurance funds through his position as director/shareholder. The brother eventually intends to pursue legal action on behalf of the estate against your client and claims there is troubling evidence that your client has committed wrongdoing.
You help your client investigate and you later find out that the bank denied his brother’s demand. Their position was that as his brother was not an authorized signatory to the corporate accounts, the bank would not freeze the account without a Court order. It turns out that the terms and conditions of corporate accounts are much less draconian than personal accounts, and further, they impose a burden upon the corporate accountholder to ensure account security. When considering requests to freeze corporate accounts, it seems the banks rely solely upon who is an authorized signatory (and a handy waiver/indemnity).
Perhaps if the brother had probate, the bank would have listened. However, the challenger in Scenario #1 certainly did not have probate – and yet the bank still felt compelled to freeze the account.
I’m sure I will encounter more scenarios such as these in the future, where banks will influence the nature of litigation early on with profound consequences. Knowing that banks will take these types of ‘non-positions’ can help frame client expectations and encourage early action where it benefits client interests.
Matias Gutierrez
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Oct 8, 2025
When a loved one passes away, their executor (the person named in the will to manage the estate) steps into a huge responsibility. They must pay bills, manage assets, and distribute property to beneficiaries. Sounds straightforward, right?
Not always.
One Ontario case, Zimmerman v. McMichael Estate, shows exactly what can go wrong when executors don’t keep proper records. The court’s message was clear: executors must document everything, or risk personal consequences.
What Happened in Zimmerman v. McMichael Estate?
At the heart of the Zimmerman case was a simple, but critical, problem: the executor had not kept proper records of how estate assets were handled. Beneficiaries grew suspicious that money had been mishandled, and when they asked for an accounting, the executor could not produce satisfactory documentation.
The court ultimately found that this lack of transparency was unacceptable. Executors are fiduciaries, meaning the law requires them to act with honesty, care, and loyalty to the beneficiaries. That duty includes maintaining a clear record of every decision and transaction made on behalf of the estate. Without proper documentation, the executor could not prove that they had fulfilled their obligations.
What This Means for Executors
The Zimmerman case serves as a cautionary tale for anyone serving as an executor. Even if an executor is acting in good faith, failing to keep proper records can backfire. Without receipts, statements, or written explanations, beneficiaries may begin to question whether funds were used appropriately. Once trust is lost, disputes are far more likely to end up in court.
Executors must remember that they can be held personally accountable if they cannot justify their decisions. In the Zimmerman case, the court made it clear that the burden of proof rests on the executor, not the beneficiaries. This means that careful and consistent record-keeping is not just best practice – it is essential for protecting both the estate and the executor.
How Good Records Protect Families
Keeping good records benefits everyone involved in the estate process. For executors, proper documentation provides a shield against false accusations or misunderstandings. It allows them to show, step by step, that they carried out their duties responsibly and in line with the law.
For beneficiaries, good records build confidence in the process. They can see exactly how assets are being managed and distributed, which reduces suspicion and helps preserve family relationships at a time when emotions may already be strained. Most importantly, proper record-keeping prevents unnecessary litigation, saving the estate both time and money!
How Executors Can Stay on Track
Being an executor can feel overwhelming, especially if it’s your first time taking on the role. The reassuring news is that you don’t have to navigate it alone. Keeping receipts, bank records, and important correspondence together in one place goes a long way in staying organized, and offering regular updates to beneficiaries helps build trust and keep the process running smoothly.
If you feel unsure about the process, it’s completely normal to reach out to a lawyer or accountant for guidance. They can take some of the weight off your shoulders and make sure everything is done properly. By staying organized and asking for help when needed, you can carry out your duties with confidence and peace of mind.
The Takeaway from Zimmerman v. McMichael Estate
The lesson from this case is straightforward: record-keeping is not optional. Executors must document every action they take in administering an estate. Doing so protects them from liability, reassures beneficiaries, and ensures that the wishes of the deceased are respected.
Diana Begaliyeva
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Oct 8, 2025
I love hearing from readers of our blogs. It’s exciting to know people are reading and thinking about them, but beyond that, it’s such a pleasure to connect with other lawyers and discuss the law, outside of any specific dispute.
In my blog of January 9, 2024, When Does Marriage Revoke a Will, I puzzled about the Bill 245 amendments to sections 15 and 16 of the Succession Law Reform Act, which repealed the sections on marriage revoking a Will, and when those amendments could be said to take effect. Did they apply only to marriages after December 31, 2021 (the date the amendments took effect), only to Wills made after that date, or only for Deceased people who died after that date? Without a transition provision, it was not entirely clear.
Since writing that blog, I have heard from counsel who argued the case that the court has decided this issue. In Bolotenko v Wright Estate, 2025 ONSC 1154, the estate trustee, Aleksandr Bolotenko, sought direction from the court on whether Bill 245 applied retroactively. In that case, the Deceased died in April 2022 (after the SLRA amendments), his Will was dated March 8, 1999, and he married in February 2003. The estate trustee sought direction on whether the Bill 245 applied retroactively such that the Will was not revoked. The court held that there was no retroactive application: any marriage before January 1, 2022 had the effect of revoking any existing Will.
Now comes an interesting twist, flagged for me by another lawyer/blog reader. If the repeal of SLRA section 15(a) (which previously stated that a Will is revoked by marriage) only applies to marriages after December 31, 2021, does the repeal of the saving provisions in section 16 have a similarly delayed application?
Section 16 was repealed in its entirety by Bill 245. Previously, it set out specific situations where a Will could remain in effect despite a subsequent marriage:
16 A will is revoked by the marriage of the testator except where,
(a) there is a declaration in the will that it is made in contemplation of the marriage;
(b) the spouse of the testator elects to take under the will, by an instrument in writing signed by the spouse and filed within one year after the testator’s death in the office of the Estate Registrar for Ontario; or
(c) the will is made in exercise of a power of appointment of property which would not in default of the appointment pass to the heir, executor or administrator of the testator or to the persons entitled to the estate of the testator if he or she died intestate. R.S.O. 1990, c. S.26, s. 16.
Logically, it seems that the timing of the section 16 revocation must follow that of section 15(a). If marriages before January 1, 2022 revoked existing Wills, then the section 16 provisions remain in place to save such Wills that would otherwise be revoked. The court in Bolotenko v Wright Estate applied as much. The court at paragraphs 1-2 considers whether the Will had any saving provision as described in the old section 16 (a). This seems to suggest that section applies in its entirety to pre-January 1, 2022 marriages. For example, a spouse could continue to elect under the old section 16(b) to take under the Will, regardless of its revocation.
I look forward to reading and hearing more about the court’s consideration of these provisions!
Laura Cardiff
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Oct 3, 2025
As the first point of contact for our firm, I receive numerous calls from potential clients seeking legal advice and assistance with respect to estates and wills.
The following are three commonly asked questions and answers to these questions:
1. Probate
Q: I am named as the executor and estate trustee in a Will. I am at a loss. Where do I start?
A: Reaching out for legal advice is the first step, which you have taken.
As an executor and estate trustee, you may have to probate the Will and obtain a Certificate of Appointment of Estate Trustee (CAET).
In a case where the deceased died intestate (without a Will), before you start an application for probate it is recommended that you check whether anyone else has already started a court application or has been issued a certificate. This can avoid an objection to your application.
It is also important to know the value of the estate and what makes up the estate, for example, real estate and personal assets.
You can apply for a Small Estate Certificate if the estate is valued at up to $150,000. If the estate is valued at more than $150,000, generally, you should apply for a Certificate of Appointment of Estate Trustee.
When applying for the CAET, you will need to supply the court with the following original documents:
- Probate Application for a Certificate
- Request to File an Application for a Certificate
- Draft Certificate
- Last Will and Testament of the deceased (if available) and Affidavit of Execution
- Original or notarized copy of the Proof of Death Certificate for the deceased
- Cheque for estate administration tax (also known as probate tax)
Within 180 calendar days of receiving the CAET, you must file an Estate Information Return (EIR), which lists the value of the deceased’s assets at the time of death with the Ministry of Finance.
(For further information on how to obtain assets from financial institutions, please see our blog of July 18, 2025 by Olesya Johnson).
2. Joint Accounts
Q: I held joint accounts with the deceased and the bank is asking for a probate certificate before they can release the money. Why?
A: Some joint accounts may or may not fall within the value of the estate.
A joint account with right of survivorship is an account held by two or more people where the surviving account holder(s) receive the funds upon the deceased’s death and generally does not need to go through probate.
In the case of joint spousal accounts, they typically fall outside the estate by right of survivorship.
However, in the case of joint accounts between parent and child, it could fall within the estate under the presumption of resulting trust. In this case, the bank may require the estate trustee to obtain a probate certificate before releasing the funds.
The testator’s intention as to whether the joint account is to be shared with other beneficiaries of the estate or simply pass directly to the survivor should be considered.
(For further information on joint accounts and the presumption of resulting trust, please see our blog of May 15, 2025 by Cara Zacks).
3. Delayed Distribution and Accounting of Estate Assets by Estate Trustee
Q: It is almost two years since the estate trustee obtained probate. The estate trustee has not made final distributions and is not providing any accounting information on the estate. What can I do?
A: An estate trustee can generally distribute the estate assets within a year. However, based on the complexities of the estate, it could take longer.
Once the estate has been administered, the estate trustee should pass their accounts to show that the estate assets are properly managed. This is called a “passing of accounts”. If the estate trustee fails to do so or refuses to provide information on the estate, any of the beneficiaries in the estate can retain a lawyer to make an application to the court to compel the estate trustee to pass accounts or have the estate trustee removed.
Roslyn Blackette
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Sep 19, 2025
When I was in my third year of law school, 1L and 2L students constantly asked me two things:
- “Do you have an outline I could use?” and…
- “What courses should I take next year?”
The first one was easy (yes, I do). The second one? Much harder. My advice usually depended on which classes I did well in, or which professors I liked, not necessarily which courses would be the most useful later.
Now, I have come to realize how valuable it is to take courses that actually relate to your future practice. There are the obvious ones (like Wills & Estates or Trusts), and the not so obvious.
With a 2L summer and the first weeks of articling behind me, here are the courses that have been most helpful for my work in estate litigation so far:
1. Civil Procedure
This is where you learn the nuts and bolts of litigation: the differences between a motion and an application, counting days for court deadlines, different avenues to get a case dismissed, all that jazz. This course is most likely mandatory for all law students, but this is just an extra reminder to really pay attention to the content if you want to pursue litigation.
Taking this course is not a guarantee that you’ll become a pro at the Rules of Civil Procedure. In fact, one of my favourite professors told me that he’s been reading the same Rules (or similar iterations of it) for decades, and always finds new things in the same old places.
The takeaway here is that procedure can matter just as much as substance for your case, and a basic understanding of procedure can put you miles ahead.
2. Real Estate Law
Estates often consist of real property, and Estate Lit could involve fighting about that property, who owns it, how much of it, who is entitled to which parts, etc. You may deal with disputes regarding cottages, condos, farmland, family homes, and there are distinct legal considerations for each type of real property.
Learning how to read and decipher an Agreement of Purchase and Sale (APS), a parcel register and even a Trust Ledger in law school means one less thing to panic-Google when you end up having to do it in the course of your file. This could come up in a myriad of ways, such as checking a property’s ownership or reviewing accounts.
3. Negotiation
Most estate disputes settle, whether in the regular course of the file or at mediation. A negotiation course helps you understand your own client and the opposing party’s interests versus positions. Through practice, this course may also equip you to think outside of the box and prepare creative offers that actually get results.
Learning to identify your client’s BATNA (best alternative to a negotiated agreement) and separating their “must haves” versus the “nice to have” results will help you guide clients toward decisions that are cost effective, efficient, and satisfactory.
4. Tax Law
I took a tax course, and yes it was difficult, but the gain was worth the pain (at least that’s what I’m telling myself to cope with having to suffer through the General Anti-avoidance Rule…).
But in truth, every estate issue has tax implications: there’s the obvious estate administration tax, but there’s also underlying tax consequences to each piece of advice you give clients on their estate problems.
Even a basic understanding of tax law can improve client service as it enables us to spot which tax issues are purely within our expertise, and which require tax lawyers or accountants.
No Singular Course Prepares You
No law school course will prepare you for everything. There’s no class on gathering facts and filling in gaps of information, or parsing through hundreds of pages of medical records just hoping you’ll find something relevant to your argument, but the ones mentioned gave me a solid foundation to try my best at work.
Fara Seddigh
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Sep 11, 2025
In my last blog, we explored on how to pull a parcel register without a PIN (Property Identification Number) via ONLAND. In this post, we will walk through how to read parcel register and how to search for instruments associated with a property.
Below is a detailed description of information found in a sample parcel register provided by ONLAND.
Key Information Found in a Parcel Register
When reviewing a parcel register, always begin by checking the date of the document in the top-right corner of the first page, to make sure it is up-to-date.
Then you will find the following information:
PIN – Each property is assigned with a unique number, which identifies the block and lot number. For example, PIN 25050-1111 means 25050 is the block number and 1111 is the lot number.
Legal Description – This section provides a formal description of the property’s location, boundaries, and conditions. For example, S/T indicates that the property is subject to certain rights, such as easements, (e.g., a shared driveway or hydro easement). T/W (together with) indicates that the property is granted rights over another piece of land. It’s important to review the related legal document to fully understand the nature of any easements.
Current Owner(s) and Type and Percentage of Ownership: The register shows the name(s) of the current owner(s) and type of ownership, such as joint tenancy or tenancy in common. For tenancy in common, the register specifies the percentage of ownership for each owner.
Registered Instruments: This table in the parcel register lists registered documents related to the property, known as instruments. These can include transfers, mortgages, liens, or easements. Each entry includes the transaction date and the registered instrument number.
Transfer – This shows transfer of ownership from previous parties to current ones. Typically, “Parties From” shows the seller(s) and previous owner(s) and “Parties To” shows the buyer(s) and current owner(s). It also shows the purchase price. If you download the transfer instrument, you can access more details, such as previous owner(s)’s address for service, the relationship between the transferors, whether the transfer was authorized under a Power of Attorney, the lawyers acting for the parties and the amount of the Land Transfer Tax paid.
Charge – This shows a registered mortgage or lien and the amount secured against the property. Typically, “Parties From” identifies the mortgagor (the borrower, typically the current owner), and “Parties To” indicate the mortgagee (the lender, typically a financial institution). If you download the instrument, you can review more detailed information such as the address for service for the mortgagee, the payment date, standard charge terms file number and any additional provisions. Standard charge terms can be downloaded for free, which I will explain further below.
How to Download an Instrument
If you go to ONLAND.ca, you can download the parcel register under the “Property” section. However, for the registered instruments, you will have go to “Documents” section, choose the correct Land Registry Office and select “Instruments, Plans and Evidence”, then enter the registration number of the instrument, and click search. It costs $3 plus HST per document. 
How to Download the standard Charge Terms for the Charge/ Mortgage
If you wish to review further information regarding to the mortgage, you can download the applicable standard charge terms. The Charge instrument provides the standard charge terms file number. To obtain a copy, go to “Documents” section, select Standard Charge Terms, and search by the file number.
Conclusion
Parcel registers provide a detailed description of a property. You now have a clearer understanding of the property’s history and financial encumbrances. We really appreciate that ONLAND makes these records more accessible. However, the interpretation of parcel register data can be complex, so it is always important to consult with a lawyer.
Jennifer Jiang
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Sep 5, 2025
On June 16, 2025, important amendments to the Rules for obtaining court approval of settlements involving parties under disability came into force.[1] These amendments preserve the open court principle to the greatest extent possible while ensuring that incapable parties are not prejudiced by processes designed to protect them.
Under Rule 7.08 any settlement involving a party under disability[2] is not binding on that party without a judge’s approval of the settlement. A judge must find that the settlement is in the best interests of the incapable party, considering the benefit received under the settlement, litigation risk, proportionality, and the desire to settle.[3] This safeguard is built into our judicial system to ensure that parties under disability are not taken advantage of.
To obtain settlement approval, the incapable party’s litigation guardian must bring a motion to the court, supported by an affidavit from the litigation guardian explaining the reasons in support of the settlement, as well as an affidavit from the litigation guardian’s lawyer providing a position in respect of settlement.
Under the previous rules, it was necessary to serve the motion for settlement approval on all parties to the litigation. In some cases, to show a judge why a settlement is justified and in the incapable party’s best interests, it is necessary to disclose weaknesses of the incapable party’s case. This created a risk: if the settlement were not approved, the other parties could potentially benefit from prejudicial information disclosed in the approval motion. Counsel were required to carefully consider what information was necessary to provide the court without undermining the party’s position if the settlement was not approved.
The new amendments contain key changes that ensure parties under disability are not prejudiced by these motions.
Rule 7.08(3.1) now allows settlement approval motions to be brought without notice to other parties and without requiring service of the supporting materials (unless a judge orders otherwise).
Pursuant to Rules 7.08(4.2) and 7.08(4.3) counsel are required to redact or omit any information subject to solicitor-client privilege or that could prejudice the person under disability prior to filing the motion materials. Now, only the judge hearing the motion is provided with a copy of the complete and unredacted version of the materials.
Rule 7.08(4.4) requires that settlement approval motions be determined in writing, without the attendance of the parties, and dispenses with the requirement to file a factum. This prevents opposing parties from hearing oral submissions on evidence that was redacted or omitted from the written materials.
These amendments helpfully and thoughtfully ensure that the court receives fulsome information about a party’s litigation risk, weaknesses in the case, and any other factors that support settlement, without risking prejudice to the incapable party’s position if the settlement is not approved.
[1] This blog focuses on Rules 7.08(3.1), 7.08 (4.2), 7.08(4.3), and 7.08(4.4). For a review of all amendments that came into force on June 16, 2025 please review O.Reg 50/25.
[2] Parties “under disability” include minors and adults who lack the mental capacity to engage in litigation.
[3] Spicer v Wawanesa Mutual Insurance Company, 2023 ONSC 3221
Rebecca Suggitt
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
Aug 27, 2025
I’ve always enjoyed learning languages. I am a native English speaker, my mother tongue is Cantonese, I have a minor undergraduate degree in French, and I took a beginner German course while on exchange in Hamburg, Germany. If I hadn’t studied law, I would have probably enjoyed studying linguistics or mastering another language! American Sign Language has long intrigued me, so this past Spring I decided to finally take the plunge and enrolled myself in the 10-week introductory ASL class held at Bob Rumball Canadian Centre of Excellence for the Deaf. I am proud to say that I passed the 1A class and will be enrolling in the 1B class next term.
Being an ASL student reminded me what it’s like to learn a new subject from scratch. I’ll readily admit that it was hard! I greatly admire my enormously patient teacher, who was never frustrated at her students even when she had to repeat herself eight times for us to finally understand what she was trying to convey.
Reflecting on this experience, I realized there were many lessons that I could take away from my ASL class and apply to my day job that could make me a better lawyer.
Sharper Observation Skills
ASL is, obviously, a visual language. What you may not know is that there are many signs that are very similar and are only distinguished by a slightly different hand shape or hand movement. Facial expressions are a crucial part of signing: eyebrow raising and lowering are used when asking questions, and mouth movements are required to accompany some signs. Body shifts are used to convey contrast or different options. So, it is important to carefully watch the signer and pay attention to their non-verbal cues that can change the meaning of their words.
Non-verbal cues are just as important in lawyering as learning ASL. Lawyers must use their observation skills to monitor whether a judge is getting impatient or losing steam during long oral submissions, or if a judge is suddenly paying more attention to a certain argument being made. We keep a close eye on the non-verbal conduct of a witness being examined – if they are being fidgety, avoiding eye contact, or other body language signals that they are uncomfortable with a question, the examiner might want to lean in on that line of questioning. Learning ASL has taught me to be a keen observationist, as visual cues are often just as important as oral cues in our profession.
Clear and Concise Communication
ASL is a very concise language. A few signs can convey a lot of meaning. Whereas the English language can contain a lot of filler words, ASL gets right to the point. It is a good reminder that effective communication can be achieved through a few carefully chosen and purposeful words, rather than long, run-on sentences with lots of legalese and flowery language. Whether that’s in written legal submissions, oral advocacy, or simply explaining legal concepts to clients, I strive to hone the skill of clear, concise, and persuasive communication in my practice.
Empathy and Patience
The most important lesson of all that I learned during my 10 weeks of ASL class is to have more empathy and patience. Learning a new language from scratch was so much fun and an academic challenge at the same time. I have much more empathy for my clients and self-represented litigants who are learning the “legal language” and navigating the legal system for the very first time. I imagine that learning a new language and being involved in litigation for the first time are similar experiences, as you are being thrown in and immersed in a brand new setting, and expected to keep up and follow along as your instructor speaks or signs rapidly in a foreign language. It is extremely intimidating.
Being a student of ASL has reminded me that I, as a lawyer, need to slow down, remember that my clients may not understand everything I’m saying, explain concepts in digestible and plain language (and to explain it again if they need it repeated), and encourage my clients to ask questions. I endeavour to be as patient, understanding, and kind to my clients as my wonderful ASL teacher was to me and my fellow students.
Zara Wong
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.
