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The Public Trustee as the representative of a deceased person's estate : Office of the Public Guardian and Trustee

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When no appropriate person or corporation is found to handle a deceased person’s estate, the Public Trustee will be called upon as a last resort. When a minor or a represented adult has an... More ≫

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When no appropriate person or corporation is found to handle a deceased person’s estate, the Public Trustee will be called upon as a last resort. When a minor or a represented adult has an interest in a deceased person’s property and financial assets, the Public Trustee may be called upon to be the personal representative of the estate. This happens when there is no will and the minor or represented adult is the closest next-of-kin in Alberta or when an executor cannot be found and no adult beneficiaries are found in Alberta. Find out the steps involved in administering an estate.

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Tips for newly appointed trustees : Office of the Public Guardian and Trustee

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Being appointed trustee is no small task and you should be commended for your commitment to helping others in time of need. Now that you’re a trustee, there are many rules you’ll need to follow.... More ≫

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Being appointed trustee is no small task and you should be commended for your commitment to helping others in time of need. Now that you’re a trustee, there are many rules you’ll need to follow. The Office of the Public Guardian and Trustee has developed this booklet to help you through your first days of being a trustee.

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Understanding enduring powers of attorney : Office of the Public Guardian and Trustee

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An Enduring Power of Attorney is an important legal document you can use to appoint someone to make financial and legal decisions on your behalf. If you are the one passing the authority to... More ≫

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An Enduring Power of Attorney is an important legal document you can use to appoint someone to make financial and legal decisions on your behalf. If you are the one passing the authority to someone else you are called the donor. The person you pass the authority to is called the attorney. An Enduring Power of Attorney is “enduring” because an attorney’s power continues in force even if, or comes into effect after, the donor becomes mentally incapacitated.

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Hiring a lawyer to help you apply for trusteeship : Office of the Public Guardian and Trustee

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Describes the benefits of hiring a lawyer when applying for trusteeship under the Adult Guardianship and Trusteeship Act. A lawyer can help potential trustees through the process and help them... More ≫

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Describes the benefits of hiring a lawyer when applying for trusteeship under the Adult Guardianship and Trusteeship Act. A lawyer can help potential trustees through the process and help them understand their responsibilities and even some options they may have. Provides tips on hiring a lawyer, what to discuss when setting up a trusteeship, and how to handle the represented adult's investments, gifts, wills and accounts.

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Protecting minors entitled to money or property : Office of the Public Guardian and Trustee

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In Alberta, anyone under the age of 18 is considered a minor. Parents or guardians can make personal decisions for minors regarding things like education, medical care and social activities.... More ≫

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In Alberta, anyone under the age of 18 is considered a minor. Parents or guardians can make personal decisions for minors regarding things like education, medical care and social activities. However, they do not automatically have the power to receive and manage money or property for a minor. The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. The trust administrators, lawyers, taxation officers, auditors and support staff in the Office of the Public Trustee act on behalf of people with mental disabilities, administer the estates of deceased persons and protect the property interests of minors.

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Ministry of Human Services' response to the Office of the Auditor General's report, 2013

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Overview, conclusion and specific responses to the recommendations in the Office of the Auditor General's report. Also included is a plan for transformational changes for the Office of the Public... More ≫

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Overview, conclusion and specific responses to the recommendations in the Office of the Auditor General's report. Also included is a plan for transformational changes for the Office of the Public Guardian and Trustee (OPGT).

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Tips for newly appointed trustees

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Guidelines for newly-appointed private trustees, including: how to provide proof of authority, who to notify, banking and other financial arrangements, and getting to know the Adult Guardianship... More ≫

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Guidelines for newly-appointed private trustees, including: how to provide proof of authority, who to notify, banking and other financial arrangements, and getting to know the Adult Guardianship and Trusteeship Act (AGTA).

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Your role as specific decision maker

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If an adult doesn't have the capacity to make decisions, a health care provider can choose one of the adult’s relatives to make a one-time, time-sensitive decision. Specific decision-making can be... More ≫

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If an adult doesn't have the capacity to make decisions, a health care provider can choose one of the adult’s relatives to make a one-time, time-sensitive decision. Specific decision-making can be about health care, and/or temporary admission to or discharge from a residential care facility.

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Adult Guardianship and Trusteeship Act : protective measures and investigations fact sheet

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The Adult Guardianship and Trusteeship Act (AGTA) offers options to support adult Albertans who need assistance making personal and/or financial decisions. When an authorized decision-maker is not... More ≫

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The Adult Guardianship and Trusteeship Act (AGTA) offers options to support adult Albertans who need assistance making personal and/or financial decisions. When an authorized decision-maker is not doing their job properly, AGTA provides protective measures including complaints and investigations.

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Capacity assessments under AGTA & PDA

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Capacity is assessed to provide the Court with information to help determine whether or not a co-decision maker, guardian, or trustee should be appointed for an adult. Learn about how this works,... More ≫

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Capacity is assessed to provide the Court with information to help determine whether or not a co-decision maker, guardian, or trustee should be appointed for an adult. Learn about how this works, who is authorized to conduct capacity assessments, and how to find a qualified capacity assessor.

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