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62272.03These 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.
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62272.02These materials include a sample client intake form and list of information needed for matters involving represented adults. This paper is part of a collection presented at LESA’s AGTA for Legal Support Staff program in Edmonton on May 27, 2022.
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62247.04This paper encourages readers to analyze their time and/or their staff’s time, and identify processes that can be standardized, thereby leading to more time to create quality documents, lasting clients, and perhaps making more money. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.