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Phone: (403) 930-5055 | Fax: (403) 930-5054
www.westviewlawllp.com

WILLS AND ESTATES QUESTIONNAIRE
SECTION 2 – INSTRUCTIONS FOR WILL
PERSONAL REPRESENTATIVE(S):
Another name for a personal representative used to be “executor.
If you want your spouse to be the sole beneficiary of your estate, you may also want to name them as the primary personal representative [PR]. You should also name alternates, in case your first choice is unable to act at the time. Your PR must be an adult (18 years or older). For tax reasons, your PR should be a resident of Canada, and for practical and cost reasons, it is easiest for the PR to be resident in Alberta. If you have more than one PR, we recommend at least one of them is a resident of Alberta. This can be discussed further with your lawyer.
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