This guide from Servus Credit Union provides key information for nine stages in estate administration: death, locate will, funeral, family conference, inventory assets and liabilities, probate, manage estate, tax returns and final distribution. Also provided are contact numbers for related services, a form for making an estate information record, an outline of the role of a trustee, and a glossary of terms. (PDF - 40 pages)
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Wills and estates
This service of the Kerby Centre for the 55 Plus in Calgary focuses on providing answers and solving problems. Information is available on topics such as pensions, legal issues, government services, grants, home help, consumer affairs, transportation, congratulatory messages, and much more.
Leaving a legacy is no simple matter. Planning ahead is the best way to ensure that you maximize the benefit to your families and loved ones even after you’ve kicked the bucket. A series of articles that provide information on wills and estates planning.
This is a series of publications developed with funding from Employment and Social Development Canada. The multimedia resource package is focused on increasing the knowledge and awareness of how intermediaries can use the law to prevent and reduce elder abuse. (Resources are available in English and French)
This onine resource prepared by Calgary Legal Guidance discusses the requirements for making a will valid in Alberta.
The Office of the Public Trustee exists to protect and administer the property of represented adults, minor children, and deceased persons, where there is no one else able to act. The website provides information about trusteeship under the Alberta Guardianship and Trusteeship Act and about informal trusteeship.
Information page which explains how to use a personal directive to name someone to make personal decisions for you are incapable due to illness or injury. Links to form, information on how to register your directive and where you can get help to complete the process.
This booklet provides important information about legal issues related to pre-arranging your own funeral and it can help you make some of the arrangements that will help your family and friends in the time following your death.
This online resource from Calgary Legal Guidance discusses Powers of Attorney in Alberta. A Power of Attorney gives someone authority to handle your financial and estate matters. It is a written document that says someone else, your agent, can step into your shoes and act with the same authority as you have in looking after your finances and estate.
This collection of links to provincial and federal resources is provided by the Government of Alberta and is organized into the following categories: for Retirement; Pensions and Retirement; Health-Related Benefits and Assistance; Housing Supports and Initiatives; Government Programs and Services for Seniors; Staying Healthy and Active after 65; Motor Vehicle Safety; Transferring Personal Authority and Writing a Will; and Organizations and Activities.