Unique ethical considerations arise for wills and estates practitioners working with elderly clients. Through examination of three scenarios, this presentation explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This on-demand program was originally broadcasted as a live webinar on October 12, 2023. Total running time is 1 hour, 7 minutes.

This paper provides tips to support lawyers as they navigate less common situations throughout the application process, including “to be determined inventory” values, the irregularities section, recalling the application, service of notice to interested persons, other documents after the grant is issued, and withdrawal of counsel. It also provides examples of unusual circumstances and provides potential ways to address them. This paper is part of a collection presented at LESA’s 2025 Refresher: Wills and Estates in Victoria, BC on April 10-12, 2025.

Unique ethical considerations arise for wills and estates practitioners working with elderly clients. This paper explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This paper was presented at LESA’s Estate Planning Essentials for Elderly Clients webinar on October 12, 2023.