Work with a limited succeeding estate trustee certificate without retyping your details

When a succeeding estate trustee's authority is limited to specific assets under a will, the court issues a certificate — and follow-on filings repeat names, addresses, and estate details. This guide is an example of storing them once in hivi.

Official form and source

Start from the official source and always use the current version — form numbers and links can change:

• Service page: Apply for probate of an estate — ontario.ca
• Form (Central Forms Repository): FORM 74.23.1 - Courts of Justice Act. Cerificate of Appointment of Succeeding Estate Trustee With a Will Limited to the Assets Referred to in the Will — rcp-74-23-1

What this form is about

Form 74.23.1 is the certificate of appointment of succeeding estate trustee with a will limited to the assets referred to in the will, issued after the court approves a limited succeeding trustee application.

Before you start: what to gather

• The succeeding trustee's full legal name and address.
• The deceased's name and will details.
• Which assets the certificate covers.
• Court file number and date of the certificate.

Confirm the current process on ontario.ca.

How hivi makes it faster

1. Save it once. Store your name, address, and contact details in your hivi profile.
2. Keep documents ready. Upload supporting documents to hivi Files so you are not searching at form time.
3. Autofill the form. Use the hivi Chrome extension on a web form, or fill a PDF from your saved profile inside hivi.
4. Review and submit yourself through the official channel.

Why do it in hivi

Related Ontario forms repeat the same personal details. Captured once in hivi — stored in Canada, with AI on its own servers — every form starts mostly complete.