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Estate and inheriting a mortgaged property

Français : Succession et héritage d'un immeuble hypothéqué

Upon the owner's death, the estate inherits both the property and the mortgage. Heirs can keep the loan (by assuming it), sell the property, or refinance.

Definition

When a property owner dies, their property and attached mortgage form part of their estate. The liquidator (executor) must settle the mortgage as part of estate administration.

Options for heirs:

1. **Keep the property**: heirs wishing to retain the property must either assume the existing mortgage (with lender approval) or refinance in their own name.

2. **Sell the property**: sale proceeds first repay the mortgage, then are distributed to heirs per the will or legal devolution.

3. **Renunciation of succession**: if debts exceed assets, heirs can renounce the succession — the property then reverts to creditors.

Mortgage life insurance protection: A mortgage life insurance (or disability) policy previously taken out by the deceased may repay the entire mortgage balance upon death, allowing heirs to inherit the property free of mortgage.

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This definition is provided for informational purposes only and does not constitute legal, tax, or financial advice. For a personal situation, consult an AMF-licensed mortgage broker, notary, accountant, or the relevant financial institution.