Review common applications under the Adult Guardianship and Trusteeship Act (AGTA), from desk applications to in-court matters. This program is designed for legal support staff who are new to AGTA applications or for those looking to revisit the basics. This on-demand program was originally presented as an in-person program on May 27, 2022. Total running time for each presentation ranges between 57 minutes to 1 hour, 52 minutes. Each presentation in this program is available for individual purchase.

The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. This two-part manual contains essential information and practical tips on estate planning and administration, including Surrogate forms and procedures. Whether you are drafting a will or probating one, this manual is a go-to resource.

This paper covers three main topics. First, it reviews formal proof of will processes, including considerations for filing caveats, notices of objection, and applications. Second, it discusses issuing notices and claims under the Matrimonial Property Act and Wills and Succession Act as well as related procedural requirements. Third, it considers court applications for advice and direction. Practical discussion of materials preparation and file management occurs throughout, providing tips for effective information gathering procedures. This paper also includes precedents for documents commonly filed in applications for family maintenance and support, proving formal validity of a will, and seeking advice and directions. 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 an overview of sections 37-40 of the Wills and Succession Act, followed by a review of the relevant and recent case law that has shaped the use and application of these sections over the last decade since they came into effect. This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.

These materials consist of precedents that could be used in matters dealing with represented adults. Precedents include sample letter to the Office of the Public Guardian and Trustee, sample letter to adult, sample letter to other family members and interested parties, and sample paragraphs that could be included in an application. This paper is part of a collection presented at LESA’s AGTA for Legal Support Staff program in Edmonton on May 27, 2022.