Planning your estate doesn’t have to be stressful or expensive. With years of specialized court experience and a flat-fee pricing model, I offer a smarter alternative to hiring a lawyer. From creating Alberta’s probate forms to helping develop the systems used by law firms today, I know exactly what clerks and Justices look for—reducing errors and avoiding delays. Whether you need a will, help with probate, or comprehensive estate planning, my affordable, hands-on approach ensures your peace of mind. Contact me for a free consultation and see how I can simplify the process for you and your family.

A Guide to Filing with the Surrogate Court in Alberta

Filing an application with Alberta’s Surrogate Court can feel overwhelming, especially for new executors or those handling a loved one’s estate. This guide breaks down the essentials of the probate process—from understanding the court’s role to gathering and filing required documents.

What is the Surrogate Court?
The Surrogate Court, part of Alberta’s Court of King’s Bench, oversees wills and estates. When someone passes away, the court grants executors or administrators the authority to manage the deceased’s assets, either through probate (if there’s a will) or administration (if there isn’t).

Who Needs to File?
Executors (if a will exists) or administrators (if none) must apply for probate or administration when the deceased held real estate or significant assets solely in their name, or when institutions require a formal grant to release assets.

Key Steps for Filing

1. Gather Necessary Documents – Original will, death certificate, and various forms like GA1 (application) and GA2 (asset inventory).

2. Complete Forms with Care – Accuracy is essential to avoid delays.

3. Pay Probate Fees – Based on estate value, ranging from $35 to $525.

4. File the Application – Only the GA1, death certificate, and will are submitted initially.

5. Serve Beneficiaries and File Proof of Service – Notify all interested parties and submit proof to the court.

Common mistakes, such as missing documents or inaccurate information, can delay approval. Many families find peace of mind in working with a probate consultant who can guide them through the process efficiently and affordably.

Losing a loved one is hard enough without the added stress of managing their estate. In Alberta, if someone dies without a will, their estate is handled according to the Wills and Succession Act. This is known as dying “intestate,” and the law determines how the estate will be distributed.

Who Handles the Estate?
When there is no will, the person who has priority to apply for a grant of administration is based on the criteria provided in the Estate Administration Act. The court will appoint them as a personal representative/administrator to manage the estate. Once the Grant of Administration has issued it gives them the legal authority to settle the deceased's financial and legal affairs.

Understanding the process can help ensure the estate is properly managed. Seeking professional guidance can make navigating these legal steps easier for grieving families.

The death of a loved one comes with both emotional and legal challenges, especially when it comes to administering or probating their estate. Here’s a simplified guide to help you navigate this process. If you need assistance, I’m here to provide expert support through every step of the procedure.

Planning for the future is not just about securing your assets; it’s about protecting your loved ones and ensuring your wishes are honored. A will is the cornerstone of a sound estate plan, offering clarity on how your assets are distributed and preventing potential disputes. Without a will, the legal system decides what happens to your estate, which may not align with your intentions. Creating a will is not as complex or costly as many think, and with professional guidance, it can be a smooth process. Let’s explore why it’s so important to have one in place.