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The Truth About Probate and Administration Grants in Alberta 


The Truth About Probate and Administration Grants in Alberta 

Learn how the Grant of Probate and Administration works in Alberta. Find out when each is necessary, the steps involved, and why consulting with a lawyer is crucial in estate administration. 

Handling an estate can be complicated when a person dies in Alberta. Two primary legal instruments, the Grant of Probate and the Grant of Administration, are crucial for the proper distribution of a decedent’s property. Understanding the distinctions between them is essential for anyone managing an estate in Alberta.
What is a Grant of Probate?

A Grant of Probate is formal court permission issued to an executor of a will to distribute its contents in accordance with the Wills and Succession Act (SA 2010, c W-12.2). It confirms that the will is a valid legal document and that the nominated executor has the authority to manage the deceased’s property. The executor is responsible for distributing the assets according to the deceased’s intentions.

When is a Grant of Probate Required?
A Grant of Probate is typically required in several situations, such as:
Real Estate:

If the deceased was the sole owner of property, such as land, a Grant of Probate is needed to transfer the property. 

Financial Institutions:

Most banks and financial institutions require a Grant of Probate to release funds. 

Complex Estates:

Probate is necessary to facilitate proper administration if the estate is large or involves multiple heirs.

Process of Obtaining a Grant of Probate
Application

The executor submits an application to the Surrogate Court, including a copy of the will and a death certificate.

Notice to Beneficiaries:

Beneficiaries named in the will must be given prior notification. 

Court Review:

The court reviews the documents to ensure they meet legal requirements. 

Issuance:

Upon approval, the court issues the Grant of Probate to the executor. 

What is a Grant of Administration?
A Grant of Administration is issued when there is no valid will. It authorizes an administrator to manage and distribute the deceased’s property based on the Wills and Succession Act. Typically, the administrator is a close family member of the deceased.
When is a Grant of Administration Required?
No Will:

If the deceased dies intestate (without a will), a Grant of Administration is required.

Invalid Will:

If a will is challenged and deemed invalid by the court, administration is necessary. 

No Executor Named:

If no executor is named or the named executor is unable or unwilling to act, the court appoints an administrator. 

Process of Obtaining a Grant of Administration
Application
An applicant files a petition with the Surrogate Court to be appointed as the administrator.
Notice to Heirs:

Potential heirs and interested parties must be notified.

Court Review:

The court assesses the application to ensure the applicant is qualified.

Issuance:

The court issues the Grant of Administration, enabling the administrator to manage the estate. 

Critical Differences Between Grant of Probate and Grant of Administration
Presence of a Will:

Probate applies when a valid will exists, while administration is used when there is no will or the will is deemed invalid. 

Role of Executor/Administrator:
In probate, the executor is appointed by the deceased in the will. In administration, the court appoints the administrator, ensuring a fair and legal process.
Intestate Succession:

If a person dies intestate (without a valid will), the estate is distributed according to the Wills and Succession Act. 

Importance of Legal Assistance
Understanding the legal aspects of probate and administration is essential for effective estate administration in Alberta. Seeking professional legal guidance protects all parties involved and simplifies the process. An estate law professional can provide invaluable assistance, ensuring confidence throughout the process.
Conclusion
Understanding the Grant of Probate and Grant of Administration is critical for administering a deceased person’s estate in Alberta. Each process depends on the presence of a valid will, and the roles vary accordingly. By navigating these legal processes, the deceased’s assets are distributed fairly and in accordance with Alberta law. Consulting a legal specialist for probate or administration is highly recommended to clarify the processes and ensure a successful outcome.

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