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 2020

POSTPONED Managing Wills & Estates Matters (Lake Louise)

May 1 | 9:00 am4:00 pm
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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$495 – $545 Sold out

This program has been postponed to a later date. More information will be coming soon. To effectively manage wills and estates matters, lawyers must develop a range of competencies – from substantive legal knowledge to file management, and everything in between. Join experienced practitioners and members of the judiciary to explore current issues in wills and estates law, develop skills and strategies, and excel in your practice.   View the brochure. 10% OFF | Attend the 53rd Annual Refresher and the pre-Refresher program, Managing…

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POSTPONED 53rd Annual Refresher: Wills & Estates (Lake Louise)

May 2May 4
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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$65 – $2295 Sold out

In-depth exploration of estate planning and estate administration issues. This program is intended for experienced wills and estates lawyers and estate planning practitioners.

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Seminars on Demand

Wills & EPAs – Commonly Occurring Issues (Seminar on Demand)
Adult Guardianship and Trusteeship 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)
Drafting Your First Will (Seminar on Demand)
Estate Planning Essentials (Seminar on Demand)
Effective Legal Support: Wills and Estates (Seminar on Demand)
Estate Planning for the Average Wealth Client (Seminar on Demand)

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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)
Alberta Surrogate Forms (Hardcopy & Electronic Format)

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Program Papers

Implications for Estate Plans Following Separation and Divorce
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-Contentious Estate Matters: Tips for Completing Forms
Non-compliant Wills – When Those Scribbles on a Napkin May Actually Be a Will
Contentious Estate Matters: Tips for Preparing Materials
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
Reintroduction of the Mandatory ADR Rules: A Mediator’s Perspective on the Available Processes and Behaviours for Success
Tricky, Sticky Wills and Codicils: Alteration, Amendment, Revocation, Rectification, Revival, and Republishing

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Complimentary Resources

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

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