Wills and Estates Basics for Paralegals and Legal Support Staff 2023
Course Date: March 1, 2023
Total: 5h 51min
Total Ethics: 40min
Course Date: March 1, 2023
Topics include:
Testamentary Capacity and Undue Influence
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Drafting Wills
Rose Shawlee — Boughton Law Corporation, Vancouver
Powers of Attorney and Representation Agreements
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Trusts Basics
Braeden Rahn — TEP, Designated Paralegal, Geoffrey W. White Law Corporation, Kelowna
Probate
Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
Passing of Accounts/Dealing with Estate Assets and Liabilities
Braeden Rahn — TEP, Paralegal, Geoffrey W. White Law Corporation, Kelowna
Digital Assets
Nicole L. Garton — Heritage Law, West Vancouver
PGT Perspective
Anna Cheung — Paralegal, Public Guardian and Trustee of BC, Vancouver
Ludmilla Vassura — Public Guardian and Trustee of BC, Vancouver
Registry Perspective
Hien Ho — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver
Jasmine Ng — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver
Vicarious Trauma and Self-compassion
Stacie Ayukawa, MA, MTI® — Heritage Law, West Vancouver
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Slides: Probate and Estate Administration
Handout: Appendix 1: Estate Administration Checklist
Handout: Appendix 2: Estate Procedures Checklist
Handout: Appendix 3: Executor’s Duties
Handout: Appendix 4: Parentelic Distribution Chart
Handout: Appendix 5: Notice to Public Guardian and Trustee
Handout: Appendix 6: Checklist for Filing Application Documents with the Probate Registry
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