Is Failure to Serve a Beneficiary Fatal to a Will Challenge?
An analysis of Rule 9.01(1) and (2)and Lev v. Lev. In estates and trusts related matters, both Ontario’s Rules of Civil Procedure and Manitoba’s Court of King's Bench Rules permit litigation being brought against a trustee without joining beneficiaries as parties subject to certain exceptions. In Manitoba, failure to join beneficiaries will be fatal to the attack on a trust. In Ontario, however, we could not find one case that addresses this issue. The purpose of this blog is to review the Manitoba case in question and assess the viability of such a defence to an attack on a testamentary document in Ontario.