The authorization form in Profile has a line and check box to indicate that the signee is the Authorized Representative, which can be POA, Executor of the Estate, Probate Court appointee, etc. Just indicate what capacity the representative falls under, and his/her signature is valid.
The retaining authorization after death thing IS in effect, but whether it applies depends on date of death relative to when that change happened. I have deceased clients on both sides of that date, whatever it was...
I am thinking the best way to proceed is to use the "authorization request" on RAC. There is a place to indicate who is signing it and I presume you can upload supporting doc's along with the signature page if you have indicated it's signed by legal rep? CRA is all working remotely now so this is probably your best bet...
This what I do...works everytime ..takes forever....
1. T1013 authorizing the POA / Executor.
2. T1013 having the Executor authorizing you as the representative.
3. Letter authorizing ON LINE ACCESS. (as level 2 on the T1013 is not enough)
All this gets mailed in........
I just went through this with 3 clients who had deceased spouse within the year.
I mailed the Death Certificate, Will, and form AUT-01, signed by the Executor. I included a cover letter outlining that the Executor had retained our firm to represent the deceased, and mailed that all to the Winnipeg Tax Office (mailing address is on the CRA website.
It takes a long time to get approval due to the cutbacks at CRA due to Covid-19, but I eventually got access to all three accounts.
Don't hold your breath waiting for the approval. I sent the info in, and the 20 working days they say is their time frame stretched out into over 40 working days. I'm not sure how long it would have taken if I had not sent an e-mail to the office of the Minister of National Revenue. That seemed to get things moving, and I now have on-line access to the accounts of all 3 deceased clients.
They are Fckrs I called as I had access for some but not all. I asked about the AUT-01 and it's a separate form not even in the authorization portion of my representative. This change came in February without any real notice or fan fare. I asked for a supervisor call back and got one the next day. I was asking questions and she hung up on me. i called back and an hour later no farther ahead so I'll fill out an RC 193 and name everyone I talked to till they get to the supervisor who hung up on me.
They also changed that you can see on-line but it depends from when you sent in paperwork, when they died and what phase of the moon is in. So out of 6 I'm only missing access for one person and he was a client and friend that I had authorization prior to his death.
Mail in copy of will making sure to include SIN on each page. Efile authorization as usual. Once the will has been registered, your online information will be available. May take a few weeks but seems to be faster.