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FREE GUIDE: BC

Executor Guide: British Columbia

This page is the free British Columbia guide. No sign-in. Read on, or take the checklist as a PDF.

Facts checked September 2026 · See what changed · How we check

Named as executor in a British Columbia 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 Supreme Court of British Columbia.

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    British Columbia: estate process details

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    Grant

    Grant of Probate or Grant of Administration

    Probate fee

    No fee for estates of $25,000 or less. $6 per $1,000 on the portion from $25,001 to $50,000; plus $14 per $1,000 on the portion over $50,000 (plus small court filing fees). Non-probate assets (named beneficiaries, jointly held assets) are excluded.

    Calculate the British Columbia probate fee →

    Executor compensation

    Trustee Act s.88: up to 5% of gross aggregate value plus up to 0.4% annual care-and-management fee. This is a guideline, not a guaranteed rate. Where minors are beneficiaries, court approval is required.

    Passing of accounts

    Must pass accounts within 2 years of the grant unless all beneficiaries consent in writing. Minors cannot consent. Court approval is required when minor beneficiaries are involved.

    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(3), 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
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  2. 2

    Executor duties timeline

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    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 Supreme Court of British Columbia, if probate is required.
    Advertise for creditors if required in British Columbia; 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. Trustee Act s.88: up to 5% of gross aggregate value plus up to 0.4% annual care-and-management fee. This is a guideline, not a guaranteed rate. Where minors are beneficiaries, court approval is required..
    Must pass accounts within 2 years of the grant unless all beneficiaries consent in writing. Minors cannot consent. Court approval is required when minor beneficiaries are involved.
    Distribute the estate ONLY after receiving the CRA Clearance Certificate (TX19).
    Keep all estate records for at least six years from the end of the last tax year they relate to.

    Download the British Columbia 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.

    Keep it with the rest. This one files behind tab 7 of the Home File.

    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 British Columbia →

    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: British Columbia →

    Where Everything Is: the facts an executor needs, written down in advance →

    Executor workbook: your task list, deadlines and letters, by province →

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  3. 3

    Common questions: British Columbia

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    What is the probate process called in British Columbia?
    In British Columbia, the estate authority is called a "Grant of Probate or Grant of Administration" and is issued by the Supreme Court of British Columbia. Confirm with a British Columbia lawyer.
    How is an executor compensated in British Columbia?
    Trustee Act s.88: up to 5% of gross aggregate value plus up to 0.4% annual care-and-management fee. This is a guideline, not a guaranteed rate. Where minors are beneficiaries, court approval is required.
    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(3), a executor who distributes without one can be held personally liable for outstanding taxes. This applies in British Columbia.
    What are the first steps as executor in British Columbia?
    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.

    Facts checked September 2026

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

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Informational guide only. Guidepost is not a law firm. This guide explains the typical process and is not legal advice. Requirements can change. Verify current rules with the relevant government authority or a qualified professional before you act.