Married couples and Common law spouses
by David M. Israel

If a person is married, in most jurisdictions his or her spouse has certain rights with respect to how that person’s estate is distributed in the event of their death, regardless of a will. These rights can be altered by a valid marriage contract however, as a general rule, a spouse is entitled to the same portion of the estate as they would have been entitled to upon a separation or divorce. This is often one-half of the estate but can vary depending upon which exemptions under the Family Law Act may apply in a particular case. This right will expire if not acted upon within certain time limits (in Ontario, six month after death). Thus, even if the will does not leave the other spouse anything from the estate, the spouse has an automatic entitlement to a certain share of the estate. This is an important aspect to consider when deciding whether to claim the entitlement under the will (or applicable intestacy legislation) or elect claiming under the Family Law Act.

In cases of common law spousal relations, the surviving common law partners do not have the same rights with respect to a portion of the estate of a deceased common law spouse. A common law spouse is only entitled to benefits specifically stated in the will unless he or she can prove an interest in certain property based upon other general principles of property or trust law.

To contact the author, please email disrael@smhilaw.com

The information contained in this message is general and should not substitute for the advice and counsel of a licensed lawyer.