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Whether you work with wills, trusts, or estate administration, you help to give your clients peace of mind. You deserve the same. Our courses and resources will help you achieve that feeling of comfort and confidence in your area of practice.

2016/2017 Educational Programming: Wills & Estates brochure

Online Self Study Modules

Drafting Your First Trust (Seminar on Demand)
Drafting Your First Will (Seminar on Demand)
Enduring Powers of Attorney and Personal Directives (Seminar on Demand)
Estate Accounting (Seminar on Demand)
Estate Administration Fundamentals (Seminar on Demand)
Estate Planning Essentials (Seminar on Demand)
New Estate Administration Act (Seminar on Demand)

Practice Manuals / Publications

Alberta Surrogate Forms CD
Alberta Wills & Estates Legislation
Alberta Wills and Estates Practice Manual (CD)
Alberta Wills and Estates Practice Manual (Hardcopy & CD)
Wills Fundamentals (Stand-alone)
Wills Fundamentals (Subscription)

Recent Seminar Papers

8 Clauses That You Should Consider Before [Your Client] Dies
Do You Really Know What You Are Doing? – Attacking Wealth Transfers on the Basis of a Lack of Capaci
Drafting Wills & Trusts – Select Tax Issues
Nature and Origin of the Law of Undue Influence: Attacking Wealth Transfers
Prudent Practice: Acting for the Aging Client
Roles and Responsibilities of the Wills and Estates Solicitor
Tips and Traps for Estate Planning for Blended Families
Trusts: Alter Ego, Joint Partner/Joint Spousal, and Testamentary Trusts for Disabled Children
Undue Influence: Identify, Minimize the Risk, Document the File
Accounting: The Personal Representative’s Duty and What Must Be Provided

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Multimedia Downloads

Drafting and Practice Considerations under the Wills & Succession Act
Drafting Wills – 2013

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