Executor Checklist Alberta: Step-by-Step Guide | Libra Law
Being named an executor is an honour, but it also comes with significant legal and administrative responsibilities. In Alberta, an executor (also called a personal representative) is responsible for managing and distributing the deceased’s estate according to their will. The role can feel overwhelming—especially if you are taking it on during a time of grief.
This plain-language guide provides a clear executor checklist Alberta residents can use, outlining each step from confirming the will to completing probate and distributing assets. Whether you are preparing to act as an executor or planning your own estate, understanding this process is essential.
Step 1: Locate the Will and Key Documents
Your first responsibility is to find the most recent, valid will. Look for:
- The original signed will
- Any codicils (amendments)
- Personal Directive (living will)
- Enduring Power of Attorney (for reference)
- Funeral wishes or pre-planning documents
If you cannot find the original will, a will lawyer Calgary professional can assist in determining next steps.
Step 2: Secure the Estate
Before taking any administrative steps, ensure the deceased’s property is protected. This may include:
- Locking the home
- Securing valuables
- Redirecting mail
- Notifying banks of the death
- Cancelling or freezing credit cards
Executors must act quickly to safeguard the estate and prevent loss.
Step 3: Arrange the Funeral
Funeral arrangements may be outlined in the will, but the will is not always reviewed immediately after death. Check for:
- Pre-paid funeral contracts
- Cultural or religious wishes
- Preferred burial or cremation choices
Reasonable funeral expenses are paid by the estate.
Step 4: Make the Required Notifications
Executors must notify:
- Family members
- Beneficiaries
- Financial institutions
- Pension providers
- Insurance companies
- Service providers (utilities, subscriptions, etc.)
- Canada Revenue Agency (CRA)
If the estate includes real property, notify Land Titles as part of the probate process.
Step 5: Determine Whether Probate Is Required
Probate Alberta is the court process that validates the will and authorizes you to act as executor. Probate is required when:
- The estate includes real estate
- Banks or investment institutions request a Grant of Probate
- There are disputes or unclear provisions
- Assets cannot be transferred without court authority
A probate lawyer can prepare and file the documents, which include the will, inventory of assets, and various court forms.
Step 6: Inventory the Estate’s Assets and Debts
Executors must create a detailed list of:
Assets:
- Real estate
- Bank accounts
- Investments (RRSPs, TFSAs, pensions)
- Vehicles
- Personal belongings
- Business interests
- Insurance proceeds payable to the estate
Debts:
- Mortgages
- Loans
- Credit cards
- Final bills
- Taxes owing
This inventory is submitted to the court if probate is required.
Step 7: Manage Estate Finances
Executors must:
- Open an estate bank account
- Deposit estate funds
- Pay valid debts
- Collect income (rent, dividends, refunds)
- Cancel unnecessary services
- Manage property until it can be transferred or sold
Executors must keep detailed records for every transaction.
Step 8: File Final Tax Returns
CRA requires the executor to file:
- The deceased’s final personal income tax return
- Any prior unfiled returns
- An estate income tax return if the estate earns income after death
Taxes must be paid before distributing the estate.
Step 9: Distribute the Estate to Beneficiaries
After probate (if required), paying debts, and receiving tax clearance, the executor can distribute assets according to the will. This may include:
- Transferring real estate
- Distributing personal items
- Transferring investments
- Issuing cheques to beneficiaries
If any beneficiary is a minor or dependent adult, a trust may need to be managed.
Step 10: Prepare a Final Accounting
Executors must provide beneficiaries with a clear summary of:
- Estate assets
- Debts paid
- Expenses
- Distributions made
- Executor compensation (if claimed)
Beneficiaries may approve the accounting informally or require a more formal court approval.
When Executors Should Seek Legal Help
Acting as an executor can be complex, especially when:
- The estate includes real estate
- There are disputes among beneficiaries
- The will is unclear or outdated
- A beneficiary contests the will
- There are tax or creditor issues
- Probate is required
A will lawyer Calgary professional can guide you through probate, tax issues, trust administration, and legal obligations. Many executors choose to work with a lawyer to reduce stress, avoid errors, and ensure the estate is handled correctly.
Planning Your Own Estate? Use This as a Guide
If you are reviewing your own estate plan, use this executor checklist Alberta guide to ensure your will is clear, enforceable, and easy for your executor to follow.
Ask yourself:
- Is my will up to date?
- Have I chosen the right executor?
- Do I have an updated list of assets?
- Are my beneficiaries correct?
- Do I have a personal directive and enduring power of attorney?
- Have I discussed my wishes with my executor?
A well-drafted will is the foundation of effective estate planning Alberta.
Speak With a Wills & Estates Lawyer
Whether you are acting as an executor or updating your own estate plan, Libra Law’s Wills & Estates team provides clear, practical guidance.
Explore our Wills & Estates services:
https://libra-law.ca/service/wills-and-estates
Book a wills & estates consult today to understand your responsibilities and next steps.
This article is for general informational purposes only and does not constitute legal advice. To obtain advice specific to your situation, please consult a lawyer or qualified professional.
