Checklist For Executors Or Administrators

April 2026 | Reviewed by: Rajat Verma, Wills & Estate Lawyer, Surrey BC

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Checklist For Executors Or Administrators - Cubelaw

BC Executor & Administrator Checklist: Step-by-Step Probate Guide

Being named executor of someone’s estate in British Columbia is an honour — and a significant legal responsibility. Many executors don’t know where to start, how long the process takes, or what happens if they make a mistake.

This checklist walks you through every stage of BC probate and estate administration, from the first 48 hours after a death through to final distribution. It covers both executors (named in a will) and administrators (appointed by the court when there is no will).

Download the free PDF version to keep with the estate documents.

Do You Need Probate in BC?

Probate is required in BC when the deceased held assets solely in their own name — such as bank accounts, investments, or real property — with a value exceeding $25,000. Financial institutions and the Land Title Office will typically require a Grant of Probate before releasing or transferring those assets.

Probate may not be required if:

  • The estate is under $25,000
  • All significant assets were jointly owned (pass automatically to the surviving owner)
  • Assets have named beneficiaries (life insurance, RRSPs, TFSAs)

Not sure if probate applies?

Grant of Probate vs. Grant of Administration

 Grant of ProbateGrant of Administration
When usedDeceased left a valid willNo will, or named executor cannot act
Who appliesExecutor named in the willSpouse, family member, or other eligible person
Legal effectConfirms will is valid; authorizes executorAppoints administrator with same legal powers
Assets distributed according toTerms of the willBC intestacy rules (WESA)

Both grants are issued by the BC Supreme Court and carry identical legal authority.

What a Probate Lawyer Handles vs. Your Responsibilities

Most executors retain a lawyer specifically to obtain the Grant of Probate from the BC Supreme Court — the court application process is the most complex and error-prone stage. Once the grant is issued, the executor typically takes over the remaining administration independently.

StageWho Handles It
Preparing all court forms (P1/P2, P3, P9, P10/P11)Probate lawyer
Disclosure Statement (assets & liabilities)Probate lawyer
Serving 21-day notice to beneficiaries and interested partiesProbate lawyer
BC Gazette creditor noticeProbate lawyer
Filing with BC Supreme Court and obtaining the GrantProbate lawyer
CRA filings and Clearance CertificateExecutor (you)
Paying creditors and estate debtsExecutor (you)
Distributing assets to beneficiariesExecutor (you)
Final accounting and closing the estateExecutor (you)

 

The BC Executor Checklist — 11 Steps


PART 1: GETTING THE GRANT OF PROBATE

Steps 1–6 — this is what a probate lawyer handles


Step 1: Immediate Tasks (First 48–72 Hours)
  •  Locate the original will and confirm you are named as executor
  •  Obtain 8–10 certified copies of the Death Certificate (from funeral home or BC Vital Statistics)
  •  Arrange or confirm funeral arrangements per the deceased’s wishes
  •  Apply for CPP Death Benefit ($2,500 lump sum — apply at Service Canada)
  •  Coordinate care for dependents or pets immediately
  •  Secure the deceased’s property — change locks if vacant, maintain insurance
  •  Forward mail to prevent identity theft
  •  Notify close family and all beneficiaries named in the will

Step 2: Notify Financial Institutions and Government Agencies
  •  All banks and credit unions — open an estate bank account
  •  Service Canada — stop CPP and OAS payments immediately (overpayments must be returned)
  •  Canada Revenue Agency (CRA)
  •  ICBC — cancel driver’s licence
  •  Employer — claim any outstanding wages or benefits
  •  All insurance companies — home, life, vehicle, health
  •  Apply for CPP Survivor’s Benefits (eligible spouse and children under 25)

Step 3: Secure and Inventory the Estate
  •  List all assets: real property, bank accounts, investments, vehicles, personal property, digital assets, money owed to the deceased
  •  List all liabilities: mortgage, credit cards, loans, outstanding bills
  •  Obtain property appraisals if needed for real estate or high-value items
  •  Prepare the Disclosure Statement (Statement of Assets, Liabilities and Distribution) — required for the probate application
  •  Start a detailed transaction log — you will need it for the final accounting

Step 4: Notify Beneficiaries and Interested Parties

Under BC’s Wills, Estates and Succession Act (WESA), you must provide formal written notice to:

  •  All beneficiaries named in the will
  •  Intestate successors (people who would inherit if there were no will)
  •  Spouse of the deceased
  •  Any person who may have a wills variation claim

⚠️ Mandatory: There is a 21-day waiting period after notices are delivered before you can file the probate application.


Step 5: Advertise for Creditors
  •  Publish Notice to Creditors in the BC Gazette (required under WESA s. 154)
  •  Wait for the creditor notice period to expire
  •  Review all creditor claims received
  •  Do not distribute any estate assets until this step is complete

⚠️ Distributing assets before paying all legitimate creditors can result in personal liability for the executor — even if the debt surfaces after distribution.


Step 6: Prepare and File the Probate Application

File the following with the BC Supreme Court registry in the jurisdiction where the deceased last lived:

  •  Form P1 (with will) or Form P2 (without will)
  •  Form P3 — Affidavit of Applicant
  •  Form P9 — Affidavit of Delivery (proof of notice)
  •  Form P10 or P11 — Affidavit of Assets and Liabilities
  •  Original will (if applicable)
  •  Death certificate (certified copy)
  •  Court filing fee: $200

Probate fees are calculated on the gross value of BC-situated estate assets:

  • $6 per $1,000 on estate value between $25,000 and $50,000
  • $14 per $1,000 on estate value above $50,000
  • No probate fees on estates under $25,000

Timeline: The Grant typically issues within 3–6 months of filing.


PART 2: AFTER THE GRANT

Steps 7–11 — executor’s responsibility


Step 7: Manage the Estate While Waiting for the Grant
  •  Continue paying mortgage, utilities, insurance, property taxes from the estate account
  •  Manage and protect investments — do not make speculative decisions
  •  Track all estate income received
  •  Begin gathering tax records for Step 8

Step 8: File Tax Returns and Obtain CRA Clearance Certificate
  •  File the deceased’s final T1 personal tax return (January 1 to date of death)
  •  File any outstanding returns from prior years (CRA can require up to 6 years)
  •  File a T3 Estate return if the estate earns income after death
  •  Apply to CRA for a Clearance Certificate (Form TX19)

⚠️ Critical: Do not distribute assets until the Clearance Certificate is received. Without it, you can be held personally liable for any outstanding CRA debt — even after the estate is distributed.


Step 9: Pay Estate Debts in Order of Priority
  1. Secured creditors (mortgage, liens)
  2. Funeral and burial expenses
  3. Estate administration costs (legal fees, accounting, appraisals)
  4. CRA and provincial tax debts
  5. Unsecured creditors (credit cards, personal loans)
  6. Beneficiaries last

Step 10: Distribute Assets to Beneficiaries
  •  Confirm Grant of Probate is in hand
  •  Confirm CRA Clearance Certificate is received
  •  Confirm all debts and taxes are paid
  •  Distribute assets per the will (or BC intestacy rules if no will)
  •  Transfer real property at the Land Title Office using the Grant
  •  Obtain a signed Receipt and Release from each beneficiary

Executor’s year: Beneficiaries generally cannot demand distribution within the first year of the date of death.


Step 11: Close the Estate
  •  Prepare final accounting: all income received, expenses paid, assets distributed
  •  Provide final accounting to all beneficiaries for approval (or seek court approval if disputed)
  •  File final documents with the probate court
  •  Keep all estate records for a minimum of 6 years

Common Executor Mistakes in BC

  • Distributing assets before paying taxes — CRA can pursue the executor personally for outstanding tax debts.
  • Missing the BC Gazette creditor notice — a step most executors skip; it exposes you to claims after distribution.
  • Not obtaining the CRA Clearance Certificate — the single most common and costly mistake.
  • Errors in probate application forms — rejected applications restart the 3–6 month court clock.
  • Acting without the Grant of Probate — banks and the Land Title Office will not deal with you without it.

How Long Does Probate Take in BC?

StageTypical Timeline
Immediate tasks and notifications1–4 weeks
21-day mandatory notice period3 weeks
Preparing and filing probate application2–6 weeks
Court processing — Grant issued3–6 months
CRA filings and Clearance Certificate3–9 months
Final distribution and closingAfter Clearance Certificate
Total — typical estate12–18 months

Frequently Asked Questions

You are not legally required to hire a lawyer. However, errors in the probate application restart the court clock — adding months to the process. Most executors retain a lawyer specifically for the court application, then manage the remaining administration themselves. See our fixed-fee probate services

The court appoints an administrator rather than recognizing an executor. The estate is distributed according to BC’s intestacy rules under WESA — regardless of the deceased’s wishes.

Yes. Executors are entitled to reasonable compensation from the estate, typically calculated as a percentage of the gross estate value. Compensation must be disclosed to beneficiaries and can be challenged if considered excessive.

$6 per $1,000 on estate value between $25,000–$50,000, and $14 per $1,000 above $50,000. Plus a $200 court filing fee. No probate fees on estates under $25,000.

No strict legal deadline, but BC follows a general “executor’s year” — an expectation that the estate will be settled within one year of death. Beneficiaries cannot compel early distribution without court intervention.

It confirms all taxes owed by the deceased and the estate have been paid. Distributing assets without one exposes the executor to personal liability for any tax debts discovered afterward.

Need Help Obtaining the Grant of Probate?

Cube Law Corporation helps executors and administrators navigate the BC probate application process. Fixed-fee service — you know the full cost before you begin.
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