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What Executor's need-to-know when wrapping up a loved one's estate.
Order Your Executor's Guide Today!
Estate Planning 101-W.P.P.


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Estate Planning 101
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Probate Coach Services for Alberta
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What Executor's need-to-know when wrapping up a loved one's estate.


If you are placing the executor’s guide with yourwill, we are sure the person(s) you are choosing will protect your estate according to your written wishes to the best of their ability.  Most executors typically are fulfilling their duties for the very first time; placing our simplified executor’s guide with yourwillis a sure way to help the future executor(s) carry out his/her fiduciary duties.
Executors appointed to oversee a loved one’s estate may not be aware of all of their duties; many do not know the following:

Order Your Executor's Guide Today!

When you go to our website it is there that you can order our Free Executor's Guide.  We mail them out within two business days.

Send us an Email to see if we can be of service to you and your estate matters.

Estate Planning 101-W.P.P.

For the love-of-your family and peace-of-mind.

Since 2008, after approximately 10 years of working with Executors in Alberta, I have learned two very important lessons. 

1.  Many families are unprepared from an estate point-of-view for when the unexpected happens.

2.  Estate planning can be a very low priority for many people/families regardless of age or income dynamics.

My experience in working in the industry has shown me that most families regret not being (estate-planning-ready) when accidents, illness or even death occurs.


peace-of-mind is more than a fancy phrase with us, it becomes your reality.

Read our latest testimonials from our former clients and how they as Executor's of loved one's estates have benefited in a timely and affordable way across Alberta, when teaming-up with us.

1.  "I discovered The Probate Coach one day while driving by a bus stop which advertised her services. I was thinking about hiring a lawyer to probate my mother’s estate, however, I found working with Carolyn an enjoyable experience because she is professional, efficient and knowledgeable.

Executor's Compensation Fee for overseeing a loved one's estate

The executors' I have worked with over the past eight years all want to do their fiduciary duty well and the Alberta Surrogate Rules allow for them to be compensated within reason.  There are some factors to consider though:

1.  The residual beneficiaries have a say and will need to agree with the per cent you plan to take, from the whole of the estate.

2.  From beginning to end get a big Calendar and start logging your time and duty of your work on the Estate.  Including out-of-pocket expenses.

DON'T WAIT until you become an Executor of a love one's estate.

DON'T WAIT until you become an Executor, request your free Executor's Guide in advance of that date. 

When making a will, place our Executor's Guide with your will and other estate papers.  Your Executor will be very glad you did.

Being prepared reduces stress significantly and typically can save you time and money, especially when you team-up with us.

Thrifty is in, even for estate preservation

If life has you busy for the moment, schedule a workshop in the coming weeks or months. In the mean time, gain immediate value by requesting a free executor's guide. It is designed to be the Executor's checklist, at no obligation to you. Call 403-293-5488 or order online at

Alberta Estate is Intestate and Common-law relationships

In Alberta, if an Estate is intestate because no will was created and signed by a family member.  The Alberta Surrogate Rules are as follows for someone living common-law or have an adult interdependent partner living arrangement at the time the loved one passes away.

The adult interdependent partner lived with the deceased in a relationship of interdependence:
__ for a continuous period of not less than 3 years commencing _____________ and ending ___________________.

__ of some permanence of which there is a child

When wrapping up a loved one's estate.