This paper explores the legal assistant’s role in screening, coordinating appointments, collecting information, and preparing applications for non-contentious estate matters. It discusses frequently used NC Forms and related considerations, including notices to be served, service of documents, and submitting documents to court. This paper provides information and tips to assist with completing NC Forms, including a sample information collection form and sample NC Forms with additional precedent information and instructions noted in coloured text. This paper is part of a collection presented at LESA’s Effective Legal Support: Estate Administration program in Edmonton on May 22, 2019 and in Calgary on May 29, 2019.  

This paper provides tips for drafting enduring powers of attorney [EPA] in order to reduce or mitigate elder abuse. It highlights typical EPA clauses to identify the potential for elder abuse, and discusses proactive and preventative measures in EPA drafting that can help protect donors. A sample EPA is included as a precedent. This paper is part of a collection presented at LESA’s Elder Law Topics program in Calgary on May 30, 2018 and in Edmonton on June 7, 2018.