Represent someone who has died

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Legal Representative

A legal representative is typically the executor named in the will who will settle the estate. The role of an executor is crucial in administering an estate after someone’s passing.

Executor of will

The executor is a person or institution named in a will to manage the estate and ensure that the deceased’s wishes, as specified in the will, are carried out.

Key responsibilities of an executor include:

• Asset management: Identify, assess, and protect the deceased's assets, and ensure compliance with Canadian laws.
• Debt repayment: Settle unpaid debts and overpayments, including taxes with the Canada Revenue Agency (CRA).
• Estate distribution: Distribute the remaining assets to the beneficiaries according to the will.
• Legal procedures: Engage in the probate process if necessary and handle any legal challenges to the will.

Appointing the right individuals

• Choosing the right executor is essential. It’s common for people to appoint a trusted family member, friend, or legal professional.
• Executors should be organized, responsible, and capable of handling financial matters.

Authorized representative

An authorized representative can communicate with Service Canada about your income, your payments, and your CPP contributions as well as report your change of address and telephone number, while you are alive. This authorization expires upon your death.

What to do if there is no representative

If there is no will or an executor has not been named, refer to Represent someone who died for guidance. You must also review specific guidance from the Provincial or Territorial government where the person died.