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.

 

Programs

Effective Legal Support: Estate Administration (Calgary)
Effective Legal Support: Estate Administration (Edmonton)
Family Law Considerations for the Wills and Estates Practitioner (Calgary)
Wills & EPAs—Commonly Occurring Issues (Calgary)
Wills & EPAs—Commonly Occurring Issues (Edmonton)
Contentious Matters in Wills and Estates (Calgary)
Contentious Matters in Wills and Estates (Edmonton)
Advanced Estate Administration (Calgary)
PCLaw for Lawyers and Legal Support Staff (Edmonton)
PCLaw for Lawyers and Legal Support Staff (Calgary)

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Seminars on Demand

Administrative Law Fundamentals (Seminar on Demand)
Estate Administration Fundamentals (Seminar on Demand)
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 Planning Essentials (Seminar on Demand)
New Estate Administration Act (Seminar on Demand)
Estate Planning for the Average Wealth Client (Seminar on Demand)
Intersection of Immigration and Criminal Law (Seminar on Demand)

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Practice Manuals / Publications

Collections Fundamentals (Electronic Format)
Collections Fundamentals (Hardcopy & Electronic Format)
Alberta Surrogate Forms (Hardcopy & Electronic Format)
Alberta Wills & Estates Legislation (Hardcopy)
Alberta Surrogate Forms (Electronic Format)
Wills and Estates Fundamentals (Electronic Format)
Alberta Wills and Estates Practice Manual (Electronic Format)
Alberta Wills and Estates Practice Manual (Hardcopy & Electronic Format)
Wills and Estates Fundamentals (Hardcopy & Electronic Format)
Civil Litigation Fundamentals (Hardcopy & Electronic Format)

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Program Materials

Use of Trusts and Beneficiary Designations for the Average Wealth Client
Planning for Dependent Children
Surviving the Risk Management Issues of Estate Planning
Estate and Tax Planning in Complex Family Situations
Charitable Gifts and Unusual Assets
Solving the Case of “What Else” After the Will in Estate Planning
Estate Planning for the Average Wealth Client Program Materials
Common Sense Should Be Common with Respect to Grants — Even the Unusual Ones
Demystifying the Role of the Office of the Public Guardian and Trustee
Effective Legal Support: Wills and Estates Program Materials

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Multimedia Downloads

50th Annual Refresher - Audio Recordings and Program Materials
Drafting Wills – 2013
50th Annual Refresher: Wills and Estates Sessions – Audio Recordings and Program Materials

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Complimentary Resources

Overview of the Wills and Succession Act: A Summary of Changes

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