This paper provides tips for navigating estate administration issues. It includes drafting tips for eliminating or reducing problems associated with multiple executors. As well, post-mortem planning considerations are discussed, including joint retainers, legal costs, executor compensation, renunciation, nomination, and delegation, among others. This paper also explores issues and provides tips for dealing with executors who are also beneficiaries, creditors, trustees, or potential claimants.

This paper is part of a collection presented at LESA’s Estate Administration Fundamentals program held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.