PROBATE LAWYERS IN ALBERTA
Probate lawyers in Alberta may be retained for various services, which have been categorized in the Alberta Surrogate Rules as: Core Legal Services and Non-Core Legal Services.
Core Legal Services
These services are related to the administration of the Estate, and typically include the following:
- Receiving instructions from a Personal Representative and advising the Personal Representative on all matters related to the administration of an estate – including Probate lawyer fees and Personal Representative fees.
- Reviewing the Will and all information required for completing the Probate forms, as well as preparing the application for Grant of Probate (including all required forms for that).
- Preparing all documents to advertise for creditors and to transfer and realize the Estate’s assets.
- Advising the Personal Representative to file tax returns, and confirming “clearance certificates” from the Canada Revenue Agency.
- Advising the Personal Representative of the law governing the distribution of the Estate to all named or prospective beneficiaries.
- Submitting the Personal Representative’s financial statements and release forms to the beneficiaries.
Non-Core Legal Services
From time to time, the administration of an Estate may require some additional services to be rendered (such as the sale of land or businesses), which aren’t normally carried out by the Personal Representative, and which may be undertaken by your Probate lawyer. These types of non-core services are not commonly required for the administration of most Estates, but do arise in certain circumstances.
Please feel free to contact us if you have any questions that aren’t answered on our site, or to schedule an appointment. We’re always happy to chat with you about any of your legal needs.
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