How to understand a limited succeeding estate trustee certificate — and autofill related forms with my-id.ca
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 my-id.ca.
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 my-id.ca makes it faster
- Save it once. Store your name, address, and contact details in your my-id.ca profile.
- Keep documents ready. Upload supporting documents to my-id.ca Files so you are not searching at form time.
- Autofill the form. Use the my-id.ca Chrome extension on a web form, or fill a PDF from your saved profile inside my-id.ca.
- Review and submit yourself through the official channel.
Why do it in my-id.ca
Related Ontario forms repeat the same personal details. Captured once in my-id.ca — stored in Canada, with AI on its own servers — every form starts mostly complete.
Frequently asked questions
- When is Form 74.23.1 issued?
- After the court approves a succeeding trustee appointment limited to specific will assets.
- How does my-id.ca help?
- It stores names and addresses for administration of the limited assets.
- How is this different from Form 74.23?
- Form 74.23 covers the full estate; 74.23.1 is limited to assets referred to in the will.
Fill it once. Reuse it everywhere.
Save your information in my-id.ca once, then autofill this form and the next one — web forms with the Chrome extension, PDFs right in the app. Your data is stored in Canada and AI runs on my-id.ca's own servers, never sent to third-party AI providers.