Wills and Estates Basics for Paralegals 2016


Course Date: June 14, 2016

Total: 1h 7min

Welcome and Introduction

Stacie Gin — Paralegal, Heritage Law, West Vancouver

ESTATE PLANNING

Checklists

Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond

Powers of Attorney

Monique Shebbeare — Monique Shebbeare Law Corporation, Vancouver

Representation Agreements

Monique Shebbeare — Monique Shebbeare Law Corporation, Vancouver

Networking Break

Wills

Carolyn van der Linden — Heritage Law, West Vancouver

Networking Lunch

ESTATE ADMINISTRATION

Estate/Representation Grants

Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
Stacie Gin — Paralegal, Heritage Law, West Vancouver

Errors and How to Rectify Them

Nicole Garton — Heritage Law, West Vancouver

Wills Variation

Nicole Garton — Heritage Law, West Vancouver

Networking Break

Passing of Accounts, Transmission of Assests, Distribution

Elizabeth Markus — Director of Knowledge Management and Paralegal, Heritage Law, West Vancouver

Registry Perspective

Bruno Jessacher — Deputy District Registrar, Supreme Court of BC, Vancouver

Closing Questions and Comments

Stacie Gin — Paralegal, Heritage Law, West Vancouver