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Do You Have To Probate a Will in Alberta?

Do you have to probate a will in Alberta? Not necessarily.

Probate isn’t always required, especially for small, straightforward estates. If there are third parties involved, such as financial institutions or the land titles office, you will have to contact them to find out whether they will allow you to forego probate and, if so, what they will need to get assurance.

The answer to the question “do you have to probate a will in Alberta” really depends on the amount and/or complexity of the estate. If it’s a very simple estate and all assets are jointly owned, probate can often be avoided.

A common example is when the surviving spouse simply becomes the sole owner of the assets since everything is already in both names.

When is Probate Required?

Usually you have no choice but to go through probate. Banks and other financial institutions often require you to go through probate so they know that the will is valid and they are not going to be surprised by another will later on.

Generally, you have to probate a will in Alberta if:

  • There is no surviving spouse as a joint tenant.
  • The assets, notably real estate, are in the name of the deceased only.
  • There is a substantial amount of money in bank accounts and other investments.
  • There are questions about the validity of the will, or there is no will.
  • The estate is the beneficiary of benefits from registered retirement plans.

Do You Have to Probate?

If it’s not clear whether or not you have to probate the will, you need to meet with your estate lawyer to go over the will. Your lawyer can help you determine if there are any issues with the will and any assets that require probate.

If you think family members may challenge the will, bring this up with your lawyer. When a will is going to be contested, it is best to have it go through probate so that you can prove the will is valid and that you are entitled to act as the personal representative.

(Note: the term “personal representative” is the current legal term used to refer to an executor/executrix, administrator/administratix, and judicial trustee.)

Do I Have to Go to Probate Court?

Some people ask “Do I have to go to probate court?” The process of obtaining a Grant of Probate requires you to submit a number of documents, including the will, to the court. The court will review everything and, if you’ve filled all the forms out correctly and the court agrees with everything, issue the grant.

The Grant of Probate is legal proof that the will is valid and that you are entitled, as the personal representative, to act for the deceased. Typically, there is no reason to personally appear in court.

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John and his team were an absolute pleasure to deal with in obtaining the necessary grant of probate. They were efficient, personable and swift in sorting out our legal needs. We highly recommend John and his team to anyone looking for legal help.

- A. Kassam and family