Using the author’s experiences over the years, this paper considers best practices in an estate administration practice. It delves into topics such as the initial consultation with a personal representative, assets and debts, Canada Pension Plan benefits, tax filings, PR compensation, retainer agreements, due diligence letters, grant application and issuance, payments, and reimbursements, and more.

This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.