What are the legal principles applied in an application to remove an estate trustee?

Ontario, Canada


The following excerpt is from Walsh v. Whitford, 2017 ONSC 4532 (CanLII):

In Radford v. Wilkins, 2008 CanLii 45548 (ONSC), Quinn J. set out the legal principles that apply in an application to remove an estate trustee. These principles are summarized as follows: • The Superior Court of Justice has inherent jurisdiction to remove trustees • An application to remove an executor may be made by any person interested in the estate of the deceased • The choice of estate trustee is not to be lightly interfered with • There must be a clear necessity warranting the removal • The removal of an estate trustee should only occur on the clearest of evidence and there is no other course to follow • In deciding whether or not to remove an estate trustee, the court’s main guide should be the welfare of the beneficiaries • The applicant must show that the non-removal of the trustee will likely prevent the trust from being property executed • Removal is not intended to punish past misconduct • Friction alone is not a reason for removal

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