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Free guide — AB

Executor Guide — Alberta

Named as executor in a Alberta will? This guide covers your duties, the Grant of Probate or Grant of Administration process, probate fee, and the CRA Clearance Certificate (TX19).

General information only — not legal, estate, or tax advice. Executor duties are complex and time-sensitive. Work with a lawyer and an accountant. Verify all figures directly with the Court of King's Bench of Alberta (Surrogate).

Alberta — estate process details

Grant

Grant of Probate or Grant of Administration (Surrogate Court)

Issuing court

Court of King's Bench of Alberta (Surrogate)

Probate fee

Flat fee by net Alberta property value: up to $10,000 = $35; $10,001 to $25,000 = $135; $25,001 to $125,000 = $275; $125,001 to $250,000 = $400; over $250,000 = $525.

Executor compensation

"Fair and reasonable" under the Surrogate Rules and Trustee Act; no fixed percentage. A Beneficiary Release (Form ACC 12) can avoid a court application to approve compensation; otherwise the court sets it.

Passing of accounts

Account to residual beneficiaries approximately every 2 years; beneficiary releases close it out, otherwise apply to court.

Critical: CRA Clearance Certificate (Form TX19)

You must request a CRA Clearance Certificate using Form TX19 before distributing any estate assets to beneficiaries. Under Income Tax Act s.159(2), distributing without one can make the executor personally liable for any taxes the estate owes. Apply once all tax returns are filed and the CRA is satisfied taxes are paid or secured.

Form TX19 — canada.ca

Executor duties timeline

First days and weeks

Locate the will -- check also for a more recent will. Keep the original in a safe place.
Arrange funeral per the deceased’s written wishes.
Get the Death Certificate -- order multiple certified copies from the provincial vital statistics office.
Secure the home, property, vehicles, and pets.
Notify Service Canada (1-800-277-9914) to stop CPP, OAS, and GIS payments immediately. Overpayments must be repaid by the estate.
Apply for the CPP Death Benefit (Form ISP-1200 or online). Up to $5,000 for deaths on or after January 1, 2025. Apply within 60 days.
Apply for CPP Survivor’s Pension or Children’s Benefit if there is a surviving spouse or dependent children.
Notify banks and insurers -- accounts typically freeze on death. Ask about releasing funds for funeral expenses before probate.

1–3 months

Determine whether probate is required -- not all estates need it. Consult a lawyer.
Inventory all assets and debts (account statements, property title, insurance, personal property).
Open a dedicated estate bank account -- keep estate funds separate from your own.
Redirect mail (Canada Post mail redirection, canadapost.ca).
Cancel: SIN (Service Canada), passport (Passport Canada), health card, driver’s licence, subscriptions.
Notify the CRA of the death (1-800-959-8281 or CRA My Account). Request copies of prior tax returns.
Apply for: Grant of Probate or Grant of Administration at Court of King's Bench of Alberta (Surrogate) -- if probate is required.
Advertise for creditors if required in Alberta -- ask a lawyer whether this step applies.

3–12 months

Pay all verified estate debts and taxes.
File the deceased’s final (terminal) T1 tax return. Deadline: generally April 30 of the following year, or 6 months after death -- whichever is later. Work with an accountant.
File estate or trust tax returns if needed (T3 Estate Return).
Request the CRA Clearance Certificate (Form TX19) BEFORE distributing. See red box above.

Wrap-up

Take executor compensation only after obtaining beneficiary or court approval. "Fair and reasonable" under the Surrogate Rules and Trustee Act; no fixed percentage. A Beneficiary Release (Form ACC 12) can avoid a court application to approve compensation; otherwise the court sets it..
Account to residual beneficiaries approximately every 2 years; beneficiary releases close it out, otherwise apply to court.
Distribute the estate ONLY after receiving the CRA Clearance Certificate (TX19).
Keep all estate records for at least 7 years after the estate is wound up.

Download the Alberta executor checklist

All the steps above in a branded PDF checklist, with province-specific court and fee details. Free.

Free. General information only -- not legal or regulatory advice.

Just getting started after the death?

The first administrative steps — Death Certificate, Service Canada, CRA notification, health card cancellation — are covered in the After-a-Death guide.

What to Do When Someone Dies in Alberta →

Plan ahead: Wills & Power of Attorney

Make sure your own will, property POA, and personal-care directive are in order so your estate is easy to administer. Instrument names and rules differ by province.

Wills & POA Guide — Alberta →

Common questions — Alberta

What is the probate process called in Alberta?
In Alberta, the estate authority is called a "Grant of Probate or Grant of Administration (Surrogate Court)" and is issued by the Court of King's Bench of Alberta (Surrogate). Confirm with a Alberta lawyer.
How is an executor compensated in Alberta?
"Fair and reasonable" under the Surrogate Rules and Trustee Act; no fixed percentage. A Beneficiary Release (Form ACC 12) can avoid a court application to approve compensation; otherwise the court sets it.
What is the CRA Clearance Certificate and when do I need it?
Request Form TX19 from the CRA BEFORE distributing any estate assets. Under ITA s.159(2), a executor who distributes without one can be held personally liable for outstanding taxes. This applies in Alberta.
What are the first steps as executor in Alberta?
Immediately: locate the will, secure the property, and call Service Canada (1-800-277-9914) to stop CPP/OAS/GIS payments. Then: get multiple certified Death Certificates, apply for the CPP Death Benefit (Form ISP-1200, within 60 days), and notify banks.

Executor guides for other provinces

ON — OntarioBC — British ColumbiaSK — SaskatchewanMB — ManitobaQC — QuebecNB — New BrunswickNS — Nova ScotiaPE — Prince Edward IslandNL — Newfoundland & Labrador

Guidepost is not a law firm. This guide is for general informational purposes only. Full disclaimer