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

May 2021

Alberta Legal Technology Conference – Legal Technology Trends – Webinar

May 13 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 13, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Martin Kratz QC is an author, professor, and former technology and intellectual property lawyer. As chair of this conference, he will set the stage reflecting on the impact of technological change on the practice of law, how those changes are increasing, and how lawyers need to adapt to those technological challenges. This session is part of a 9-part series. Save $260 when…

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Alberta Legal Technology Conference – Privacy – Webinar

May 14 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 14, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor,…

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Alberta Legal Technology Conference – Lawyer Technological Competence – Webinar

May 19 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 19, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST In October 2019, the Federation of Law Societies of Canada amended its Model Code rule on competence to include explicit reference to technological competence. Several provincial and territorial law societies, including Alberta, have incorporated this amendment into their respective codes. The fact that there now exists a formal duty of technological competence raises the question of what, exactly, does this duty entail? What…

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Alberta Legal Technology Conference – Artificial Intelligence – Webinar

May 27 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 27, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTJoin leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.This session is part of a 9-part series. Save $260 when you register for the entire conference.If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor, Stewart Title. Faculty ChairMartin Kratz QC, York…

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Alberta Legal Technology Conference – Cyber Insurance – Webinar

May 28 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 28, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor,…

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June 2021

Alberta Legal Technology Conference – Cloud-Based Wills – Webinar

June 3 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 3, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor,…

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Alberta Legal Technology Conference – Crossing the Border with Electronic Devices – Webinar

June 4 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 4, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor,…

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Advanced Legal Writing Part 1 (Livestream)

June 7 | 12:00 pm3:00 pm
$146.25 – $195

About Faculty About Date: June 7, 2021 Time:  12:00 PM–3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 2 (Livestream)) This is the livestream registration page for Advanced Legal Writing Part 1. If you would like to purchase the in-person ticket to this event, please navigate to Advanced Legal Writing Part 1 (Edmonton).   Communication is integral to the practice of law. Having the skill set and knowledge base to produce well-written legal documents, such as contracts or litigation documents,…

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Advanced Legal Writing Part 1 (Edmonton)

June 7 | 12:00 pm3:00 pm
$146.25 – $195 15 tickets left

About Faculty About Date: June 7, 2021 Time:  12:00 PM–3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 2 (Edmonton)) This is the in-person registration page for Advanced Legal Writing Part 1. If you would like to purchase the livestream ticket to this event, please navigate to Advanced Legal Writing Part 1 (Livestream). In-person attendance for this program is limited to 16 registrants. Communication is integral to the practice of law. Having the skill set and knowledge base to…

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Alberta Legal Technology Conference – PIPEDA Breach Obligations – Webinar

June 9 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 9, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST This session will explore the fundamentals of the Personal Information Protection and Electronic Documents Act, including topics such as breach response, privacy/data security synergy, and data localization and management. Also consider future policy developments that will influence privacy practice. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members…

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Alberta Legal Technology Conference – Recent Case Law – Webinar

June 10 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 10, 2021 Time:  12:00 PM – 1:30 PM Price: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues. This session is part of a 9-part series. Save $260 when you register for the entire conference. If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact [email protected] for pricing. Thank you to our conference sponsor,…

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Advanced Legal Writing Part 2 (Livestream)

June 14 | 12:00 pm3:00 pm
$146.25 – $195

About Faculty About Date: June 14, 2021 Time:  12:00 PM – 3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 1 (Livestream)) This is the livestream registration page for Advanced Legal Writing Part 2. If you would like to purchase the in-person ticket to this event, please navigate to Advanced Legal Writing Part 2 (Edmonton). Communication is integral to the practice of law. Having the skill set and knowledge base to produce well-written legal documents, such as contracts…

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Advanced Legal Writing Part 2 (Edmonton)

June 14 | 12:00 pm3:00 pm
$146.25 – $195 16 tickets left

About Faculty About Date: June 14, 2021 Time:  12:00 PM – 3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 1 (Edmonton)) This is the in-person registration page for Advanced Legal Writing Part 2. If you would like to purchase the livestream ticket to this event, please navigate to Advanced Legal Writing Part 2 (Livestream). In-person attendance for this program is limited to 16 registrants. Communication is integral to the practice of law. Having the skill set and knowledge…

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Seminars on Demand

Seminar on Demand - Wills and EPAs – Commonly Occurring Issues
Seminar on Demand - Adult Guardianship and Trusteeship Fundamentals
Seminar on Demand - Top 10+ Things Every Lawyer Should Know (2018)
Seminar on Demand - Estate Administration Fundamentals
Seminar on Demand - Estate Litigation Fundamentals
Seminar on Demand - Top 10+ (Things Every Lawyer Should Know)
Seminar on Demand - Drafting Your First Trust
Seminar on Demand - Drafting Your First Will
Seminar on Demand - Enduring Powers of Attorney and Personal Directives
Seminar on Demand - Capacity and Influence

View all items in: Seminars on Demand

Publications

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

View all items in: Publications

Program Papers

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
Impact of Death on Separation and Divorce Proceedings
Tricky, Sticky Wills and Codicils: Alteration, Amendment, Revocation, Rectification, Revival, and Republishing
Death and Divorce: Common Considerations
Designated Beneficiaries
View From the Bench: Top 10 Ways to Avoid Getting Sued for Negligence in Will Drafting or Acting for an Executor
Risks Facing the Innocent Attorney: A Discussion of Personal Liability When Acting under a Power of Attorney
The Initial Interview for Clients Seeking Guardianship and Trusteeship
Tips and Traps When Drafting Wills: How to Climb the Ladders and Avoid Sliding Down Snakes
Setting Up Guardians and Trustees for Success

View all items in: Program Papers

Complimentary Resources

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

View all items in: Complimentary Resources