Wills and Estates

Whether you work with wills, trusts, or estate administration, you help to give your clients peace of mind. You deserve the same. Our courses and resources will help you achieve that feeling of comfort and confidence in your area of practice.

2016/2017 Educational Programming: Wills & Estates brochure

Seminar on Demands

Enduring Powers of Attorney and Personal Directives (Seminar on Demand)
Drafting Your First Trust (Seminar on Demand)
Estate Accounting (Seminar on Demand)
Drafting Your First Will (Seminar on Demand)
Estate Administration Fundamentals (Seminar on Demand)
New Estate Administration Act (Seminar on Demand)

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Practice Manuals / Publications

Alberta Wills & Estates Legislation
Alberta Surrogate Forms CD
Wills Fundamentals (Subscription)
Wills Fundamentals (Stand-alone)
Alberta Wills and Estates Practice Manual (CD)
Alberta Wills and Estates Practice Manual (Hardcopy & CD)

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Program Materials

Prudent Practice: Acting for the Aging Client
Do You Really Know What You Are Doing? – Attacking Wealth Transfers on the Basis of a Lack...
Undue Influence: Identify, Minimize the Risk, Document the File
Nature and Origin of the Law of Undue Influence: Attacking Wealth Transfers
8 Clauses That You Should Consider Before [Your Client] Dies
Trusts: Alter Ego, Joint Partner/Joint Spousal, and Testamentary Trusts for Disabled Children
Drafting Wills & Trusts – Select Tax Issues
Tips and Traps for Estate Planning for Blended Families
Roles and Responsibilities of the Wills and Estates Solicitor
Wills & Estates Update 2012: Update on the Wills and Succession Act

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Multimedia Downloads

Drafting Wills – 2013

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