Personal Representative in Alberta: Definition and What You’re Responsible For
Table of Contents
Personal Representative Definition (Alberta)
A personal representative (PR) is the person (or trust company) authorized to administer a deceased’s estate — including executors named in a will and administrators appointed when there’s no will. Alberta statutes and guidance use PR as the umbrella term.
Statutory Framework
Wills and Succession Act (WSA): governs wills and intestacy. CanLII
Estate Administration Act (EAA): sets out PR duties and processes in plain language. Open Alberta
Surrogate Rules: court procedure/forms for grants (probate/administration). Albert
Core responsibilities of Personal Representative (Plain-English list)
Protect and secure estate property.
Identify beneficiaries/heirs; keep them informed.
Prepare a full inventory and valuation of assets and debts.
Determine whether a Grant of Probate or Grant of Administration is required; prepare and file forms. Alberta.ca
Pay valid debts, taxes, and expenses.
Manage investments prudently; keep estate funds separate.
Distribute the estate and obtain releases; prepare final accounting. (These tasks reflect the EAA schedule and Alberta practice. Open Alberta)
Communication and record-keeping
Maintain a ledger of every receipt and disbursement, keep copies of notices and correspondence, and provide beneficiaries with reasonable updates.
PR Capacity to Act & Best Practices
It’s acceptable to seek advice from a lawyer and accountant.
Consider advertising for creditors to reduce personal risk.
Keep estate funds in a separate estate account; never commingle.
If disputes arise, the court can provide directions.
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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 About Administrator of Estate
Can a Personal Representative live outside Alberta?
Yes, but local PRs are often preferred for practicality; the court can impose conditions.
What if the will names two PRs?
Co-PRs must act together unless the will says otherwise. If one can’t act, the other may continue or an alternate may be appointed.
Do I have to notify beneficiaries before filing?
Yes, notices and service are part of the process for non-contentious grants. Alberta.ca
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