The Probate Process In Alberta

Administering an estate, whether with a will or without, takes time, experience, organization, and patience.

Vest Estate Lawyers offer clients who have been appointed, or who seek appointment as the personal representative, a helping hand to ease the process and hasten distribution of assets to creditors and beneficiaries.

Our lawyers can help you better understand the probate process and provide you with a framework in which to organize your efforts so that the responsibility of serving as personal representative fits more comfortably on your shoulders.

Smaller estates where the testator has done proper planning can often avoid probate.

However, there is no straight answer.

Avoiding probate depends on the size of the estate, whether there is joint ownership of property, the number of creditors and beneficiaries, whether there is a threat to contest the will; and whether banks and financial institutions holding assets require probate in order to release the funds.

Probate is required when these factors exist:

• There is no surviving spouse as a joint tenant to receive title automatically upon the death of the deceased.
• The assets, especially real estate, are in the name of the deceased only.
• There are substantial funds in bank and brokerage accounts.
• The validity of the will is being questioned, or there is no will.
• The estate is the beneficiary of benefits from registered retirement plans.

Here is where experienced estate lawyers at Vest Estate can really help.

A frank discussion about whether any family members might contest the will is an essential first step in guiding the decision of whether probate is required.

If a will is going to be contested, then the probate process and resulting Grant of Probate protects you as the personal representative from having the Probate Court declare the will valid and that you can proceed as personal representative.

In order to obtain a Grant of Probate which says the will is valid and you are approved as the personal representative of the estate, documents must be submitted to the probate court. These documents include:

• Contact information for the personal representative and lawyers
• Affidavit by the personal representative
• Information on the deceased, the deceased death, and the surviving family
• Details of the will
• Personal representative information
• Beneficiaries
• Inventory of assets and liabilities
• Affidavits of witnesses to the execution of the will
• Notice to beneficiaries of specific gifts within the will

Delay is mostly the result of incomplete or inaccurate filings with the Probate Court. The court reviews all the requested documents and can issue a Grant of Probate without requiring the personal representative to appear in court.  That Grant of Probate is legal proof that the will is valid and that the personal representative can act on behalf of the deceased.

It depends on several factors, some of which depend on the skill of the estate lawyers who prepared the will and those who are helping the personal representative complete the probate process.  Complete and accurate submissions are a necessity.

Vest Estate Lawyers knows how to organize the submission of materials to the Probate Court to make the process of obtaining a Grant of Probate less onerous.

The probate process should not be rushed. It is important to get everything right—complete and accurate submissions to the Probate Court—so that the estate is administered accurately according to the deceased person’s wishes and within the law.

The personal representative is legally responsible for an array of tasks: notifying the insurance companies and the financial institutions holding the funds; locating and communicating with all the beneficiaries; paying all debts and obligations under the will; preserving the value of the assets during the probate process; completing tax returns; and distributing the assets.

The personal representative needs to be organized and keep accurate records, tasks that can be guided by experienced Vest Estate lawyers.

We offer you more than a checklist. We offer our clients an overview of the process, problem-solving throughout the probate process, and knowledge of the judges and courts.

If you want to inquire about probate, apply for probate, or begin executing a will in Alberta, the probate experts at Vest Estate Lawyers in Calgary can help you navigate the responsibilities, starting with a one-on-one consultation. Call us today at (403) 226-9757.