Examine clauses that are commonly included in wills, such as trusts for children, personal property, mediation and arbitration, funeral instructions, digital assets, no bond required, common disaster, life insurance, RRSP, RRIF, Pensions, and TFSA. This on-demand program was originally presented as an in-person program titled Wills on October 30, 2025.  Total running time is 1 hour.

Examine Canadian case law that comments on the use of AI by lawyers. This on-demand program was originally presented as an in-person program titled Wills on October 30, 2025.  Total running time is 1 hour, 7 minutes.

The first years of practice can be both rewarding and challenging. Lawyers with a wills and estates practice need to understand the law and its application across a variety of individual and family circumstances. Recognizing potential pitfalls, developing strategies, and ensuring that best practices are understood and implemented are keys to a successful law practice. Building on the faculty’s extensive experience and varied perspectives as both solicitors and litigators, this program addresses topics that form the foundations of practice. These on-demand programs were originally presented as an in-person program titled Wills on October 30, 2025. Total running time of presentations range between 1 hour and 1 hour, 16 minutes.

Developing protocols and systems leads to effective file management in a Wills and Estates practice. Part one of this two-part series explores key processes for client intake in a Wills practice, with a special emphasis on conflict searches and Law Society requirements, engagement letters, and gathering information. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.

Building off Practice Foundations: Wills Client Intake Part 1, the second part in this series continues the examination of key processes for client intake, with a special emphasis on:

• Understanding common problems in the client intake process
• The client intake process from an estate litigation perspective

This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series. Total running time is 1 hour, 24 minutes.

It is important to understand potential clauses that may be included in a Will in order to properly advise clients when drafting or interpreting a Will. This presentation explores key provisions of a Will, including personal representative and trustee; transfer of personal property; loans to children; gifts to beneficiaries, and mutual will. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.

Understanding the legal test for capacity is important when drafting a Will for a client, when attacking a Will based on the testator’s incapacity, or when defending a Will that is being attacked based on the testator’s incapacity. This presentation explores the requirements to establish testamentary capacity and analyzes key case law where capacity was at issue. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.  

When starting out in a Wills and Estates practice, it is useful to understand things that experienced Wills and Estates practitioners wish they knew early on in their career. This presentation explores the top things experienced Wills and Estates practitioners wish they knew, and it analyzes the top ten tips for an effective Wills and Estates practice. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.

The first years of practice can be both rewarding and challenging. Lawyers with a wills and estates practice need to understand the law and its application across a variety of individual and family circumstances. Recognizing potential pitfalls, developing strategies, and ensuring that best practices are understood and implemented are keys to a successful law practice. Building on the faculty’s extensive experience and varied perspectives as both solicitors and litigators, this program will address topics that form the foundations of practice, including:

• Ascertaining a client’s capacity to give instructions
• Conducting appropriate and thorough client intake and follow up meetings
• Common problem clauses
• Family dynamics

Program materials will include precedents and checklists.

It is important to understand a client’s family situations to effectively advise the client when drafting a Will. This presentation analyzes unique family situations, such as second marriages, and explores planning options for these situations. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.