The grant allows the personal representative to legally fulfill their duties as the administrator of the estate. Wait for the court to issue a Grant of Probate. In basic, simple estates, the process to receive a Grant Of Probate takes three to four months. Many people keep their will in a safe place, such as: The Public Trustee may store a will for safekeeping if: If the deceased person owned property outside of Alberta and had an international will, their will may be registered with the Office of the Public Trustee. Save the PDF form to your computer click or right-click the link and download the form. Forms to apply for a grant of administration can be found online or you may wish to have a lawyer assist you. There is no hard-and-fast rule that determines when obtaining a grant of probate is necessary. Often, the savings in maintaining the assets, paying a mortgage, utilities and insurance, more than offset this cost. Letters of Administration issue. a43Y+ eRa .?x8!'0mt }cGQ]\? T2W 4X9. endstream endobj 35 0 obj <>stream The old NC forms had different notices for different beneficiaries. Whether or not you decide to administer an estate depends on the property and debts in the estate. Simple estates, estates with minimal assets and estates where all assets are held with a surviving spouse in joint names may not require probate. One of the goals of the surrogate reform project was to simplify the forms and reduce the duplication of information required under the NC forms. If you require specific legal advice on any issue please consult a lawyer. If someone claims to be administering the estate, they will have documentation verifying thisusually a grant or will. If it is issued from a court of a jurisdiction other than Alberta, it must be resealed by the Court of - s Bench. How Has COVID-19 Affected The Legal World in Alberta. Once you retain a lawyer for probate, most of the work for the Limited Grant of Probate is included in that cost. GA3 Notice to Beneficiaries and Other Interested Parties (CTS12966), GA4 Notice to the Public Trustee (CTS12967), GA8 Affidavit of Witness to a Will (CTS12971), GA9 Affidavit of Handwriting (CTS12972), GA10 Affidavit Verifying Translation of a Non-English Will (CTS12973), GA12 Reservation of Right to Apply for a Grant (CTS12975), GA14 Beneficiarys Consent to Waive or Reduce Bond (CTS12977), GA15 Notice to Creditors and Claimants (CTS12978), GA16 Statutory Declaration of Publication (CTS12979), GA17 Statutory Declaration by Creditors and Claimants (CTS12980), GA18 Renunciation of Trusteeship (CTS12981), MP1 Application for an Order Appointing a Trustee of a Minors Property (CTS12985), MP2 Affidavit on Application for an Order Appointing a Trustee of a Minors Property (CTS12986), MP3 Minors Consent to Appointment of Trustee (CTS12987), MP4 Notice to Parent or Guardian of Application to Appoint a Trustee of a Minors Property (CTS12988), MP5 Notice to Public Trustee of Application to Appoint a Trustee of a Minors Property (CTS12989), MP6 Response of Parent or Guardian to Application to Appoint a Trustee of a Minors Property (CTS12990), MP7 Order Appointing a Trustee of a Minors Property (CTS12991), NC 1 Application by personal representative(s) for a grant (CTS3893), NC 2 Affidavit by the personal representative(s) on application for a grant (CTS3894), NC 5 Schedule 3: Personal representative(s) (CTS3897), NC 6 Schedule 4: Beneficiaries (CTS3898), NC 6.1 Acknowledgement of Trustee(s) (CTS12274), NC 7 Schedule 5: Inventory of property and debts (CTS3900), NC 8 Affidavit of witness to a will (CTS3901), NC 9 Affidavit of handwriting of deceased (CTS3902), NC 10 Affidavit verifying translation of non-English will (CTS12276), NC 11 Affidavit of witness to signature (CTS12277), NC 12 Renunciation of probate (CTS12278), NC 12.1 Renunciation of trusteeship (CTS12603), NC 13 Reservation of right to apply for grant of probate (CTS12279), NC 14 Renunciation of administration with will annexed (CTS12280), NC 15 Renunciation of administration (CTS12281), NC 16 Nomination and consent to appointment of personal representative (CTS12282), NC 17 Affidavit to dispense with a bond (CTS12284), NC 19 Notice to beneficiaries (residuary) (CTS3915), NC 20 Notice to beneficiaries (non-residuary) (CTS3916), NC 21 Notice to beneficiaries (intestacy) (CTS3920), NC 22 Notice to spouse of deceased Matrimonial Property Act (CTS12289), NC 23 Notice to spouse/adult interdependent partner of deceased Family Maintenance and Support (CTS12293), NC 24 Notice to dependent child of the deceased Family Maintenance and Support (CTS12294), NC 24.1 Notice to the Public Trustee (CTS12295), NC 25 Affidavit regarding missing or unknown beneficiaries (CTS12296), NC 28 Application by the attorney for the personal representative(s) for a grant (CTS12299), NC 29 Affidavit by the attorney for the personal representative(s) on application for a grant (CTS12300), NC 30 Application by a personal representative for a grant of double probate (CTS12301), NC 31 Affidavit by a personal representative on application for a grant of double probate (CTS12302), NC 32 Application by the personal representative(s) for a resealing or ancillary grant (CTS12303), NC 33 Affidavit by the personal representative(s) on application for a resealing or ancillary grant (CTS12304), NC 34 Notice to Creditors and Claimants (CTS12305), NC 34.1 Statutory Declaration of Publication (CTS12306), NC 35 Statutory declaration by creditors and claimants (CTS12316), NC 43 Application for a grant of trusteeship of the estate of a minor child (CTS12317), NC 44 Affidavit on application for a grant of trusteeship of the estate of a minor child (CTS12318), NC 45 Election of a trustee by a minor (CTS12319), NC 46 Notice concerning a minor child (CTS12320), NC 46.1 Notice to Public Trustee of application to appoint a trustee of a minors property (CTS12604), NC 46.2 Response of Parent or Guardian to application to appoint a trustee of a minors property (CTS12605), NC 48 Order appointing a trustee of a minors property, Order a Surrogate Rules and Forms Package - A User's Guide for Grant Applications. Not all estates are administered. Experienced probate attorneys will know which probate forms and probate fees are required in Alberta, even under unique circumstances. By receiving professional guidance, executors reduce the risk of having their probate applications rejected due to lack of information. This can save time, frustration, law suits and money. To fill in and save the form: If you are still having problems opening the form, contact PDF form technical support. The new rules and forms came into effect on June 15, 2022. Applying for a Grant of Probate can only be done if a personal representative has been named in a will. Our office is closed to the public until further notice as a result of the Covid-19 pandemic. A Grant of Probate must be obtained by the personal representative to prove that the will is valid in certain cases. In addition, we advise you if using a Limited Grants of Probate best benefits the estate or not. To inquire about legal services, please complete our general intake form by clicking the button below: If your inquiry is unrelated to a legal matter, please email [emailprotected]. These forms are replaced by new forms called GA (Grant Application) forms. endstream endobj startxref This form is a compilation of the information found in a number of NC forms. pleting the Specialized Forms for an 6 Com Application for Probate 57 1.orm NC 6.1 Acknowledgment of Trustees F 57 2. 27 0 obj <> endobj %%EOF The deceased persons bank may consider advancing funds from a deceased persons bank account directly to the funeral home for funeral costs. The Public Trustee will consider getting involved only if: The Public Trustee does not become involved in family disputes or provide legal advice. Personal Representative (Executor): Should I Take the Job? Save my name, email, and website in this browser for the next time I comment. determine if the represented adult has any other claims against the estate, accept the represented adults share of the estate, a NC24.1 form (one form for each minor who is a beneficiary). Below is a list of commonly used forms. getting messages about updating Adobe Reader): Lemploi de la langue franaise et service d'interprte, Avis et demande daudience en franais / French Language Notice and Request, Service Outside of Canada (Includes Hague Service Convention), Adjournment Request - Family Docket Court, Service Outside of Canada (Includes Hague Convention), Guidelines for Documents filed by Email or Digital Upload, Checklist for Filing of Electronic Documents, Criminal - Justice Seized Booking Request Form, Remote Hearings Protocol & Troubleshooting, Review and Assessment Booking Request Form, eNotice of Restricted Access Applications, Notice to Media of Application for Restricting Order, Affidavit of Self-appointed Litigation Representative, Notice of Self-appointment of Litigation Representative, Originating Application - Notice of Appeal/Reference, Demand for Notice by Third Party Defendant(s), Application to Enforce Judgment Against Third Party Defendant, Reply to Defence of Third Party Defendant, Notice of Appeal of Applications Judge's Judgment or Order, Order that Evidence Be Taken Outside Alberta, Originating Application for Interpleader Order, Civil Enforcement Agency Directions to Instructing Creditor, Application for Court to Set a Trial Date, Application for an Order that a Judgment Has Been Satisfied, Notice of Appointment for Review of Retainer Agreement Lawyer's Charges, Notice of Appeal of Review Officer's Decision, Notice of Appeal of Assessment Officer's Decision, Notice of Address for Service in Foreclosure Action, Notice of Default (Residential Tenancy Act), Notice of Default (Mobile Home Sites Tenancies Act), Application for Dispute Resolution Exemption, Response to Application for Dispute Resolution Exemption, Financial Statement of Debtor (Corporate Debtor), Financial Statement of Debtor (Individual Debtor), Choose "Always Open in System Viewer" after download, Or try right-clicking on the link or download button and choosing "Save Link As" and then opening the file from your computer, Or try clicking the pdf icon in the address bar and selecting open in Adobe Viewer or. / L0!/A-W[ g1 If you need assistance with administering an estate, please contact a lawyer. Further information on this service and locations can be found on the Court and Justice Services (CJS) website. This can be cheaper than paying a probate practitioner (such as a solicitor) to apply for you. As such, the Estate Planning Lawyers at West Legal dont believe in avoiding probate at all costs. h;@{= N,QQe.M043M&t NyFJ.D& CmR&z~GG_,"t>(~K9nEII d@iB` a|O\-x (^v1 There is now one consolidated notice form for all beneficiaries and other interested parties. When there is more than one family member eligible to apply for a Grant of Administration, the family should decide who will apply and who will renounce their appointment. It also lists any persons with potential claims against the estate, such as a spouse or adult interdependent partner who is not receiving all of the deceaseds estate, children under the age of 18, adult children unable to earn a livelihood due to disability, or missing persons. What you should know When to apply for a grant of administration When someone dies, their property must be dealt with. It does not contain the original or a copy of an international will. %PDF-1.7 % The additional work to allow for a fast ability to legally sell a home or deal with other assets is under $500. The applicant must serve Form GA2 Inventory on the residuary beneficiaries (as part of Form GA3 Notice) and must file it with the Court when they file Form GA5 Affidavit of Service. Contact a local registry office for questions about dealing with a deceased persons vehicle. The personal representative will need to contact the deceased persons bank to inquire. You will NOT receive a reply on your feedback. The package would be suitable for citizens who wish to file these applications themselves when an application is not complex in nature. The new GA Forms came into effect on June 15, 2022 for all grant applications in Alberta. Whereas a Grant of Probate is issued when an executor/executrix is appointed in a will, a Grant of Administration is issued: (Note: the term personal representative is the current legal term used to refer to an executor/executrix, administrator/administratix, and judicial trustee.). Form GA1 Grant Application Form GA2 Inventory Form GA3 Notice to Beneficiaries and Other Interested Parties Form GA4 Notice to Public Trustee (if there are Application by the Personal Representative(s) for a grant of: Author: Government of Alberta Subject: Identifies the type of grant applied for by the personal representative, along with other The Public Trustee must consent to a transfer of land any time a minor has an interest in an estate, even if the transfer or sale of the land does not affect the gift received by the minor. Without a complete picture of the estate in question, its impossible to provide a definitive answer as to whether probate will be required. Important To Note: Since the use of Limited Grants, the risky practice of trying to avoid probate is less useful. However, while mostly used for probating real estate, there are more assets that benefit from this type of probate application. These fillable forms are for legal professionals and people who are representing themselves under the Surrogate Rules in the Court of King's Bench dealing with matters of: Fillable PDF forms do not open properly on some mobile devices and web browsers. Suite 625 - Southcentre Executive Tower, If the deceased person does not have sufficient funds to pay for funeral and burial costs, funeral benefits may be provided by the Alberta government. Priority is usually given to Alberta residents, except for spouses and adult interdependent partners. Limited Grants of Probate help ensure this process moves quickly to allow you to move forward with the estate more quickly and easily. We meet with you at no charge to determine if the estate you seek to manage actually requires probating. Legislationabout estates, wills and funerals: The Public Trustee as the Representative of a Deceased Persons Estate. Please note that no specific time frame exists for this process to start. To inquire about legal services, please complete our general intake form by clicking the button below: If your inquiry is unrelated to a legal matter, please email [emailprotected]. The application Contact us today to schedule an appointment. While technically yes, in reality not all estates require probate. The estate lawyers at West Legal will provide you with an honest assessment of whether or not its best to take steps to avoid probate and the associated risks and expenses of doing the same. The executor or administrator of the estate then begins managing and distributing the assets. This allows people to sell a home quickly. When a personwrites theirwill, they usually choose someone to be their personal representative the executor. A persons personal residence is the asset that most frequently benefits from Limited Grants of Probate. A Grant of Administration (or letter of administration) in Alberta is issued by the court to appoint an administrator for an estate. The Government of Alberta sets out the forms and steps needed for these applications in the Surrogate Rules. If worried, please call for direction. Acceptable documents proving death are a Death Certificate or Funeral Directors Statement of Death. While prepared to help right away, we encourage clients to focus on family and grieving first. The probate process is not nearly as time-consuming or cost-involved as people often assume. At times this happens under the direction of the courts. 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