Alberta Probate Forms: Essential Documents
Applying for probate requires completing a series of forms set out in the Surrogate Rules. These forms ensure that the court receives all the information it needs to issue a grant. Filing the correct forms accurately reduces delays and helps personal representatives fulfil their duties.
Table of Contents
Overview of Required Forms
For non‑contentious applications for a grant of probate, you generally need to complete the following (form numbers are from the Surrogate Rules but may be updated—always consult the most current schedule):
Contact information form (NC 1) – provides details about the personal representative and lawyer.
Affidavit of personal representative (NC 2) – confirms the personal representative’s qualification and the deceased’s death.
Schedule 1 – Information about the deceased and family (NC 3).
Schedule 2 – Details of the will (NC 4).
Schedule 3 – Personal representative information (NC 5).
Schedule 4 – Beneficiary information (NC 6).
Schedule 5 – Inventory of assets and liabilities (NC 7).
Affidavits of witnesses (NC 8) – used when the will is attested by witnesses.
Notice to beneficiaries (NC 19) and notice of specific gifts (NC 20) – used to notify those entitled under the will.
For grants of administration (when there is a will but no personal representative, or there is no will), similar forms are used, but there may be additional requirements or different schedules. Always check the instructions for the particular type of grant.
The Government of Alberta has introduced new GA‑series surrogate forms for non‑contentious matters, including GA1 (grant application), GA2 (inventory), GA3 (notice to beneficiaries and other interested parties) and others up to GA20. These fillable forms are designed for both legal professionals and self‑represented applicants
Tips for Completing Forms
Read the instructions carefully. Each form includes instructions. Ensure you understand what information is required and who must sign.
Use full legal names and complete addresses. Avoid abbreviations. If something does not apply, write “N/A” rather than leaving it blank.
Provide a detailed inventory. In the inventory schedule, list all assets and liabilities with values. Incomplete or inaccurate inventories can delay your application.
Prepare supporting documents. Attach the original will (if any), death certificate, affidavits and valuations.
Serve notices properly. Send copies of the notice forms to beneficiaries and other entitled persons by registered mail.
File with the correct court fee. Probate fees are calculated based on estate value. Include payment when filing your application.
Checklist: Filing Your Probate Application
Download current forms. Obtain GA forms from the Government of Alberta’s website or the Alberta Queen’s Printer.
Complete all sections. Do not leave blanks. Use “N/A” when appropriate.
Gather attachments. Include the original will, death certificate, affidavit(s) of execution, inventory and any consents or waivers.
Serve notices. Mail notices to beneficiaries, family members and the Public Trustee, retaining proof of service.
File your application. Submit forms and supporting documents to the Surrogate Court. Pay the probate fee.
Respond to deficiencies. If the court returns your application for missing information, correct deficiencies promptly to avoid delays.
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Disclaimer: This guide provides general information about estate planning in Alberta and should not be considered legal advice. Every situation is unique, and you should consult with a qualified estate planning lawyer to discuss your specific circumstances. Laws and regulations can change, so ensure you’re working with current information when making estate planning decisions.
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Frequently Asked Questions: Alberta Probate Forms
Where can I find Alberta probate forms?
he GA-series surrogate forms and instructions are available through the Government of Alberta’s website and the Alberta Queen’s Printer alberta.caalberta.ca.
Do I need all the NC forms for every estate?
Not necessarily. The specific forms depend on whether there is a will, the type of grant needed and the estate’s complexity. Use the forms checklist provided in the instructions.
What happens if I leave a section blank?
The court may return your application for completion. Write “N/A” if a question does not apply.
Are there forms for contested estates?
Yes. Contested matters require different forms and follow Part 2 of the Surrogate Rules. Seek legal advice for contested applications.
Can I file probate forms online?
Currently, most probate forms are filed by delivering physical copies to the court. However, online procedures may become available as the province modernizes court services. Check the Government of Alberta website for updates.
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