PRIVATE CALGARY PROBATE AND ESTATE HOME EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Deceased owner, property and date of death; original will, codicils, intestacy, executor or administrator; grant application, court direction and authority; current title, joint tenancy, tenancy in common, beneficial or trust questions, dower, mortgages, caveats, survivorship and transmission; surviving owner or spouse, beneficiaries, minors, represented adults, dependants, creditors, tenants, occupants and professionals; insurer notice, occupancy or vacancy permission, inspection cadence, heat, water, fire, alarms, security, mail, snow, yard and emergency contacts; access log, keys, codes, contents, valuables, documents, devices, vehicles, leased items, photographs, custody, ownership claims, storage, distribution and disposal authority; mortgage, HELOC, payout, tax, TIPP, condo, utilities, liens, arrears, repairs, estate debts, liquidity and monthly carrying budget; date-of-death fair market value date, exact interest, method, appraiser and evidence; current Calgary low-central-high value, sold evidence, active substitutes, condition, assessment limits and probable sale net; CRA representation, final return, principal residence, deemed disposition, spouse transfer, rental, CCA, T3, estate income and costs, later sale, GST or non-residency, assessments, holdback and clearance; sell transfer retain rent or hold alternatives; emergency protection versus elective work; RPR, permits, suite, condo, tenancy, claims, condition, disclosure, preparation, staging and marketing; written listing instructions, price changes, offer approval, related-party sale, contract conditions, grant outside date, deposit, access, possession and failed-sale fallback; beneficiary communication, objections, conflicts, self-dealing, compensation and accounting; Public Trustee, minor or represented-adult notice, consent, certified appraisal and lead time; lawyer file, title transmission, signing, payouts, adjustments, tax, repairs, insurance, possession, keys, registration, trust funds and closing; gross sale price, lawyer trust proceeds, available estate cash and distributable residue kept separate; debts, claims, expenses, compensation, tax, releases, reserve, clearance and distribution sequence; evidence owner, source, date, deadline, status, stop gate and escalation for every item; protect-and-hold, as-is sale, limited repair, transfer, rent, relist, court direction and no-transaction fallbacks. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Deceased owner: ________________________________________________ [ ] Property and date of death: ________________________________________________ [ ] Original will: ________________________________________________ [ ] Codicils: ________________________________________________ [ ] Intestacy: ________________________________________________ [ ] Executor or administrator: ________________________________________________ [ ] Grant application: ________________________________________________ [ ] Court direction and authority: ________________________________________________ [ ] Current title: ________________________________________________ [ ] Joint tenancy: ________________________________________________ [ ] Tenancy in common: ________________________________________________ [ ] Beneficial or trust questions: ________________________________________________ [ ] Dower: ________________________________________________ [ ] Mortgages: ________________________________________________ [ ] Caveats: ________________________________________________ [ ] Survivorship and transmission: ________________________________________________ [ ] Surviving owner or spouse: ________________________________________________ [ ] Beneficiaries: ________________________________________________ [ ] Minors: ________________________________________________ [ ] Represented adults: ________________________________________________ [ ] Dependants: ________________________________________________ [ ] Creditors: ________________________________________________ [ ] Tenants: ________________________________________________ [ ] Occupants and professionals: ________________________________________________ [ ] Insurer notice: ________________________________________________ [ ] Occupancy or vacancy permission: ________________________________________________ [ ] Inspection cadence: ________________________________________________ [ ] Heat: ________________________________________________ [ ] Water: ________________________________________________ [ ] Fire: ________________________________________________ [ ] Alarms: ________________________________________________ [ ] Security: ________________________________________________ [ ] Mail: ________________________________________________ [ ] Snow: ________________________________________________ [ ] Yard and emergency contacts: ________________________________________________ [ ] Access log: ________________________________________________ [ ] Keys: ________________________________________________ [ ] Codes: ________________________________________________ [ ] Contents: ________________________________________________ [ ] Valuables: ________________________________________________ [ ] Documents: ________________________________________________ [ ] Devices: ________________________________________________ [ ] Vehicles: ________________________________________________ [ ] Leased items: ________________________________________________ [ ] Photographs: ________________________________________________ [ ] Custody: ________________________________________________ [ ] Ownership claims: ________________________________________________ [ ] Storage: ________________________________________________ [ ] Distribution and disposal authority: ________________________________________________ [ ] Mortgage: ________________________________________________ [ ] HELOC: ________________________________________________ [ ] Payout: ________________________________________________ [ ] Tax: ________________________________________________ [ ] TIPP: ________________________________________________ [ ] Condo: ________________________________________________ [ ] Utilities: ________________________________________________ [ ] Liens: ________________________________________________ [ ] Arrears: ________________________________________________ [ ] Repairs: ________________________________________________ [ ] Estate debts: ________________________________________________ [ ] Liquidity and monthly carrying budget: ________________________________________________ [ ] Date-of-death fair market value date: ________________________________________________ [ ] Exact interest: ________________________________________________ [ ] Method: ________________________________________________ [ ] Appraiser and evidence: ________________________________________________ [ ] Current Calgary low-central-high value: ________________________________________________ [ ] Sold evidence: ________________________________________________ [ ] Active substitutes: ________________________________________________ [ ] Condition: ________________________________________________ [ ] Assessment limits and probable sale net: ________________________________________________ [ ] CRA representation: ________________________________________________ [ ] Final return: ________________________________________________ [ ] Principal residence: ________________________________________________ [ ] Deemed disposition: ________________________________________________ [ ] Spouse transfer: ________________________________________________ [ ] Rental: ________________________________________________ [ ] CCA: ________________________________________________ [ ] T3: ________________________________________________ [ ] Estate income and costs: ________________________________________________ [ ] Later sale: ________________________________________________ [ ] GST or non-residency: ________________________________________________ [ ] Assessments: ________________________________________________ [ ] Holdback and clearance: ________________________________________________ [ ] Sell transfer retain rent or hold alternatives: ________________________________________________ [ ] Emergency protection versus elective work: ________________________________________________ [ ] RPR: ________________________________________________ [ ] Permits: ________________________________________________ [ ] Suite: ________________________________________________ [ ] Condo: ________________________________________________ [ ] Tenancy: ________________________________________________ [ ] Claims: ________________________________________________ [ ] Condition: ________________________________________________ [ ] Disclosure: ________________________________________________ [ ] Preparation: ________________________________________________ [ ] Staging and marketing: ________________________________________________ [ ] Written listing instructions: ________________________________________________ [ ] Price changes: ________________________________________________ [ ] Offer approval: ________________________________________________ [ ] Related-party sale: ________________________________________________ [ ] Contract conditions: ________________________________________________ [ ] Grant outside date: ________________________________________________ [ ] Deposit: ________________________________________________ [ ] Access: ________________________________________________ [ ] Possession and failed-sale fallback: ________________________________________________ [ ] Beneficiary communication: ________________________________________________ [ ] Objections: ________________________________________________ [ ] Conflicts: ________________________________________________ [ ] Self-dealing: ________________________________________________ [ ] Compensation and accounting: ________________________________________________ [ ] Public Trustee: ________________________________________________ [ ] Minor or represented-adult notice: ________________________________________________ [ ] Consent: ________________________________________________ [ ] Certified appraisal and lead time: ________________________________________________ [ ] Lawyer file: ________________________________________________ [ ] Title transmission: ________________________________________________ [ ] Signing: ________________________________________________ [ ] Payouts: ________________________________________________ [ ] Adjustments: ________________________________________________ [ ] Tax: ________________________________________________ [ ] Repairs: ________________________________________________ [ ] Insurance: ________________________________________________ [ ] Possession: ________________________________________________ [ ] Keys: ________________________________________________ [ ] Registration: ________________________________________________ [ ] Trust funds and closing: ________________________________________________ [ ] Gross sale price: ________________________________________________ [ ] Lawyer trust proceeds: ________________________________________________ [ ] Available estate cash and distributable residue kept separate: ________________________________________________ [ ] Debts: ________________________________________________ [ ] Claims: ________________________________________________ [ ] Expenses: ________________________________________________ [ ] Compensation: ________________________________________________ [ ] Tax: ________________________________________________ [ ] Releases: ________________________________________________ [ ] Reserve: ________________________________________________ [ ] Clearance and distribution sequence: ________________________________________________ [ ] Evidence owner: ________________________________________________ [ ] Source: ________________________________________________ [ ] Date: ________________________________________________ [ ] Deadline: ________________________________________________ [ ] Status: ________________________________________________ [ ] Stop gate and escalation for every item: ________________________________________________ [ ] Protect-and-hold: ________________________________________________ [ ] As-is sale: ________________________________________________ [ ] Limited repair: ________________________________________________ [ ] Transfer: ________________________________________________ [ ] Rent: ________________________________________________ [ ] Relist: ________________________________________________ [ ] Court direction and no-transaction fallbacks: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.