Authors: Leslie Taylor, Abby Griener, and Anthea Law

Drafting solicitors often have the daunting task of preparing estate plans for their clients that will hold up against scrutiny. Understanding complex or nebulous family dynamics and property arrangements and then drafting a will that accommodates clients’ testamentary intentions can be challenging. This paper explores a variety of topics including negligence claims against drafting solicitors, limitations periods, practical advice for drafting solicitors who are sued, applicable legislation and rules, solicitor client privilege, and obtaining and using evidence of the drafting solicitor.

This paper is part of a collection presented at LESA’s The Next Level: Elevating Your Practice in Estate Litigation program in Edmonton on April 25, 2024.