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.

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Upcoming Events › Wills and Estates

November 2019

Drafting Considerations for Wills & Estates Practitioners (Edmonton)

November 7 | 9:00 am4:30 pm
Chateau Louis Hotel & Conference Centre, 11727 Kingsway NW
Edmonton, Alberta T5G 3A1 Canada
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$296.25 – $445.00

Increase confidence in drafting wills, powers of attorney, personal directives. Review relevant case law, and understand implications of various standard clauses in terms of tax, medical decision-making, financial decision-making, and more.

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Drafting Considerations for Wills & Estates Practitioners (Calgary)

November 14 | 9:00 am4:00 pm
Glenmore Inn & Convention Centre, 1000 Glenmore Court SE
Calgary, Alberta T2C 2E6 Canada
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$296.25 – $445.00

Increase confidence in drafting wills, powers of attorney, personal directives. Review relevant case law, and understand implications of various standard clauses in terms of tax, medical decision-making, financial decision-making, and more.

Find out more »
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Seminars on Demand

Wills & EPAs – Commonly Occurring Issues (Seminar on Demand)
Adult Guardianship and Trusteeship Fundamentals (Seminar on Demand)
Effective Legal Support: Estate Administration (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)

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Publications

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)
Civil Litigation Fundamentals (Electronic Format)
Collections Fundamentals (Electronic Format)
Collections Fundamentals (Hardcopy & Electronic Format)

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Program Materials

Challenging Power of Attorney Documents and Acting for Partially Capacitated Donors
Estate Litigation and Family Law Issues
The Resistant Grantor: Best Practices and Ethical Considerations for Attorneys
Non-compliant Wills – When Those Scribbles on a Napkin May Actually Be a Will
Non-Contentious Estate Matters: Tips for Completing Forms
Rules of Lapse or Alternate Recipients in the Event of Failed Testamentary Gifts: A Review of Sections 32 and 33 of the Alberta Wills and Succession Act
Contentious Estate Matters: Tips for Preparing Materials
Tricky, Sticky Wills and Codicils: Alteration, Amendment, Revocation, Rectification, Revival, and Republishing
Designated Beneficiaries
The Initial Interview for Clients Seeking Guardianship & Trusteeship

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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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