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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

Live Events / Seminars

Estate Litigation Fundamentals (Calgary)
Estate Litigation Fundamentals (Edmonton)

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

Accounting: The Personal Representative’s Duty and What Must Be Provided
Estate Administration – Select Tax Issues
General Duties and Core Tasks of Personal Representatives
Grant Applications: Types and Strategies for the Unusual
Head Off Problems Before They Appear and Multiply
The Business of Estate Administration
Intermediate Estate Planning Techniques: Tax Issues
Maximizing Your Client’s Estate: Effective Charitable Giving Strategies and Best Practices
Potpourri of Estate Planning Essentials
Practice and Legal Trends: Estate Planning for Parents of Dependant Adult Children

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Multimedia Downloads

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

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