
Estates & Executors
For executors, attorneys and families: what has to happen in what order, who is responsible for each step, and how the real estate side is handled so the family is not managing six trades at once.
ScopeLegal, probate, estate administration and tax matters are the responsibility of the estate lawyer and accountant, not Saunders & Co. This page explains the real estate work — valuation, preparation, showing access, marketing, offers and closing — and how it fits around the legal process.
Settling an estate is not complicated because any single step is difficult. It is complicated because several people hold obligations at once — the executor to the beneficiaries and to the courts, the lawyer to the estate, the accountant to the filings, and the family to each other. Where that gets lost is usually the property, because it is the largest asset and the one with the most physical work attached to it.
The six responsibilities below are the ones that decide whether an estate sale runs smoothly or drags on. They are separated deliberately, so it is always clear what Saunders & Co. is accountable for and what belongs to others.
Title may be held in a way that transfers automatically, or it may require a grant of probate before a sale can complete. That determination belongs to your lawyer — and it is the first question to resolve, because it sets the timeline. Saunders & Co. works to whatever schedule applies and can prepare, photograph and market the property in the meantime where the estate is agreeable.
Most homeowner insurance policies restrict coverage once a home is vacant. An empty house also needs someone watching it — snow cleared, mail collected, heat maintained, and regular interior checks. Saunders & Co. coordinates these arrangements and keeps a documented schedule of visits while the property is on the market.
Family distribution comes first. Anything with likely value is appraised before it is sold, given away or disposed of. Then consignment, estate sale or auction, donation, and finally removal. Vetted local partners are coordinated by Saunders & Co. so the executor is dealing with one point of contact and one clear sequence.
Estate homes are usually sold as they are — original finishes, decades of accumulated condition, and often deferred maintenance. The approach that works is transparency plus documentation: a pre-listing inspection so buyers can offer with confidence, clear disclosure, and photography that shows the property accurately rather than idealistically.
When decision-makers live elsewhere, the sale is run remotely and deliberately: video walkthroughs of the property and the neighbourhood, written updates after each showing, digital signing, and copies of everything in one place. Executors never need to be in Calgary to make informed decisions.
A lawyer for probate and transfer, an accountant for tax filings and the estate return, and an appraiser where a valuation date matters. Saunders & Co. does not provide legal, tax or estate advice — the role here is the real estate itself, and coordinating it cleanly with the professionals who hold the other responsibilities.
Executors are often doing this for the first time, in the middle of grieving, while holding down a job. These are the items that should not wait.
The sequence below is built so that nothing waits unnecessarily: contents, preparation and marketing proceed while the legal process runs, and the property is ready to close the moment authority exists.
The property is valued against current comparable sales, with the home’s condition and estate circumstances factored in. The executor receives that in writing, along with the equity figure the estate is actually working with.
Working with the estate lawyer, the path to a completed sale is established so marketing, preparation and the legal process run in parallel rather than in sequence.
Family distribution, appraisal, consignment or estate sale, donation and removal — completed before photography so the property can be shown properly.
A realistic repair decision: which items are worth addressing, which are disclosed as-is, and whether a pre-listing inspection gives buyers the confidence to offer.
Professional photography, floor plans, clear disclosure, and a pre-launch to buyers and agents actively seeking this type of property — which is often what produces a clean, well-qualified offer.
Every offer is presented to the executor with the full picture: price, conditions, deposit, financing and closing date. The estate’s obligations are documented at every stage, and reporting to out-of-province heirs is written and regular.
None of these items are prerequisites. Saunders & Co. will meet with the executor at the property, take whatever information is available, and outline the sequence from there — at no cost and with no obligation.
Sometimes a property can be marketed and an offer accepted before probate is granted, with the sale completing afterwards — but whether that is possible, and on what timeline, depends on how title was held and is confirmed by the estate lawyer. Saunders & Co. treats this as the first question to resolve, and works to whatever schedule the lawyer confirms.
It varies with the probate timeline and the condition of the home. Where authority is already in place, three to six months from first conversation to closing is realistic for a long-held home that needs contents cleared and some preparation. Where probate is pending, the marketing period can run alongside that process so the property is ready to close as soon as authority is granted.
Usually yes, but selectively. Contents should be removed, the home professionally cleaned, and minor items addressed where they would otherwise dominate a buyer’s impression. Major repairs are a decision rather than an obligation: disclosing condition honestly and letting buyers price it in is a legitimate strategy, and it is often the right one for an estate. What is never advisable is presenting a property in a way that hides known issues.
The executor and the beneficiaries, following the will and the estate lawyer’s guidance. Saunders & Co. does not make those decisions. What we do is provide the sequence, coordinate appraisers, consignment partners, estate sale services, donation and removal, and keep a documented record of what was distributed, sold or disposed of.
That is common, and it does not slow a sale down. Showings are documented with photography and video, neighbourhood and property context is provided in writing, offers are presented remotely with full detail, and updates are sent after each stage. Documents are signed electronically where permitted and shared with every decision-maker.
Yes. Many estate files involve two transactions: settling the parent’s home and finding the next home for a surviving spouse, a family member, or a beneficiary. Both are sequenced together so possession dates align and nobody is left without a place to live between closings.
Often yes. Estates frequently need a valuation as of the date of death for tax purposes, and the accountant or lawyer will confirm what is required. That is a separate professional service from the market valuation Saunders & Co. prepares, and the two are commonly needed together.
Confidential Estate Enquiry
A no-obligation valuation and a written outline of the sequence — contents, preparation, and how the sale fits around the estate lawyer’s timeline.
Confidential · No obligation · Personal valuation, never an automated estimate