Estate Administration Week

If you’ve been named an executor of a loved one’s estate, these free sessions are for you!

Join us for Estate Administration Week and learn the ins and outs of effectively administering an estate.

Every April, we partner with a dedicated team of volunteer estate lawyers to answer your questions about estate administration. The sessions offer information about:

  • Administering an estate,
  • What an estate can and cannot do,
  • Proper accounting procedures for an estate, and
  • Why it is so important to plan an estate with the help and expertise of a lawyer, accountant, and financial and estate planner.

Having a properly planned estate ensures you determine who:

  • Gets what from your hard-earned assets,
  • Will administer your estate, and
  • Makes decisions in case things go awry.

After family and loved ones are taken care of, many people choose to create a lasting legacy in their community. A will intention is a great way to do this.

Research shows that 98% of Canadians make donations in their life. Planning for a legacy gift in your will ensures that your dreams and aspirations for the community continue beyond your lifetime. Working with ECF can help individuals and families build funds that reflect their interests. Learn how you can make a difference.

Our thanks to the volunteer lawyers that offer their valuable time to make Estate Administration Week possible. Access more resources related to wills and estates.

Estate Administration Week 2024 is finished for the year, but you watch a selection of recorded sessions below:

Presented by: Michelle D. Coleman, CPA, CA, TEP, CEA Partner, Taxation Services, MNP


As an executor of an estate, several things are required to be considered when executing the estate. Join us to learn about these challenges, such as dealing with non-resident beneficiaries and foreign properties.

Présenté par: Julie Gagnon, Managing Partner, RMRF et Shannon James, Partner, Carscallen LLP

Lorsqu’une personne se voit confier ou choisit d’assumer le rôle d’administrer la succession d’une autre personne, de nombreuses responsabilités et tâches sont attendues. Assistez à cette session pour en savoir plus sur ce qu’impliquent ces fonctions et pour mieux comprendre ce qu’implique un rôle aussi important. De plus, vous passerez en revue ce qu’il est important de prendre en compte lors de la sélection de votre propre exécuteur testamentaire.

Presented by: Jacklynn Pivovar, Partner, Miller Thomson LLP

This presentation will include information about potential claimants against an estate including family maintenance and support claims as well as claims by creditors or the Canada Revenue Agency. You will also learn about your legal obligations as an executor to competing claimants and how you can effectively administer the deceased’s estate.

Presented by: Michael Simons, Partner, McCuaig Desrochers LLP and Allison Barkwell, Partner, Barr LLP

ECF wraps up the 2024 Estate Administration Week with two seasoned estate lawyers answering some of the most asked questions as they share their experience with a game show-like twist.

To learn more about Estate Administration Week and how to leave a lasting legacy contact our Donor Services Team by phone at 780-426-0015 or via email at tgleason@ecfoundation.org

PLEASE NOTE:

The information contained in this year’s sessions is based on Alberta law and is for general information only and to encourage you to ACT — to get professional assistance to get a good and valid will, personal directive and enduring power of attorney in place to protect your family, your assets and your business.

The information in these sessions is NOT legal or tax advice and does not replace legal or tax advice. Every person has a unique situation. For legal advice about your situation and/or to prepare these important documents make sure to visit a wills and estates lawyer.