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Saturday, June 25, 2016
Saskatchewan Justice

Although the tasks required to administer an estate will vary according to the exact nature of the estate, the following is a list of the more common duties:

  • locate the will, if there is one;
  • locate all the assets of the deceased and determine the value of each;
  • obtain the death certificate and notify the appropriate agencies of the death;
  • prepare a list of beneficiaries and their addresses;
  • file claims for life insurance, pension plans and death benefits;
  • pay the funeral bills;
  • obtain Letters Probate or Letters of Administration, if required;
  • notify the Public Trustee if there are any dependent adults or, children (beneficiaries) under the age of 18 years, who may have an interest in the estate;
  • advertise for creditors, if necessary;
  • call in the estate - gather the assets, transfer title of all real property to the estate, arrange for sale of assets as required; place all monies from all sources into an estate bank account;
  • pay the bills of the deceased and the estate;
  • file the income tax returns for the deceased and the estate and obtain the Clearance Certificate from Canada Revenue Agency;
  • provide an accounting to the beneficiaries within 2 years;
  • obtain releases from the beneficiaries or, if there is a dispute about the management of the estate, arrange for a passing of accounts at the Court House;
  • distribute the estate according to the will, if there was one, or to The Intestate Succession Act, if there was not.

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