Author: Fraser Lypkie

Lawyers need to ensure that personal representatives understand what tasks they need to perform and what tasks the lawyer will handle. This paper considers a variety of issues that lawyers must be sensitive to during the administration of an estate, including how to navigate estates where assets are held by a financial institution, the distinction between estate accounts and trust accounts, dealing with real property, dealing with personal effects, expenses incurred by the personal representative, advertising for creditors and claimants, mail forwarding, and assets outside of Alberta.

This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.