Estate Administration

We provide you with the legal process and documents to get you started when acting in the position of Personal Representative (often called executor). Death paperwork. The last thing you feel like completing when a loved one has passed, is paperwork. It can feel daunting. In Alberta, the Personal Representative named in a will is the decision maker. If there is no will, the order for authority can be found here (Funeral Services Act, Regulations - Section 36).

Documents Pine Box Funerals provides:

• Vital Statistics Registration

• Burial Permit

• Funeral Director Statements of Death (death certificates)

• Old Age Security and Canada Pension Plan (Service Canada) notification

• Canadian Pension Plan Death Benefit Application

• Canadian Revenue Agency: What to do When Death Occurs

Death benefits, compensation and pensions

​A variety of benefits, compensations and pensions may be available after death occurs.

• AISH Application/Invoice for Funeral Expense

• AISH Request for Estimate

• Canada Pension Plan

• Canada Pension Plan Death Benefit

• Canada Revenue Agency

• CPP Survivor Benefits

• Employment Insurance Compassionate Care Benefits

• International Benefits

• Last Post Fund

• Life Insurance Policies

• Motor Vehicle Accident Insurance Policies

• National Defence Death and Disability Pension

• Special Needs Assistance for Seniors Program

• Veteran's Affairs Disability Pension

• Victims of Crime Financial Benefits Program

• Workers' Compensation Board

Subscriptions

Remember to cancel subscriptions and services. You may need the deceased’s ID, death certificate and/or credit card. You may be able to cancel services by logging into online accounts. 

Helpful links

Government of Canada: Estate planning, wills and dealing with death

Centre for Public Legal Education in Alberta: Planning for the future

Canada Revenue Agency: What to Do Following a Death

Government of Canada: Payments made after death

How to apply for the CPP Death Benefit + Canadian Pension Plan Death Benefit Application

How to apply for the Canada Pension Plan Survivor's Pension and Children’s Benefits + Application for CPP Survivor's pension and Child(ren's) Benefits

Royal Bank of Canada

• Estate Planning Guide

• Estate Planning is More Than Just a Will

TD:

• Estate Planning and Settlement Advice | TD Canada Trust

CIBC:

• CIBC Executor Checklist

• Where There's a Will, There's a Way | Advice   

• Estate Settlement FAQ | Advice  

Servus Credit Union:

• Estate Planning

• Estate administration

• Executor Assistance

Bank of Montreal:

• Estate and Trust Services

Workers Compensation Board:

• Fatality and survivor benefits

• Services and support for families coping with a work-related death (Worker Fact Sheet)

• Services and support for families coping with a work-related death (Employer Fact Sheet)

Last Post Fund:

• Last Post Fund Funeral and Burial Program

• Apply for Funeral and Burial benefits

• Unmarked Grave / Marker Program / Gravestone Program

• Indigenous Veterans Initiative

• Last Post Fund DND Markers