Wills and Estates Basics for Paralegals and Legal Support Staff 2021
Course Date: April 26, 2021
Total: 5h 56min
Total Ethics: 59min
Course Date: April 26, 2021
Welcome and Land Acknowledgement
Stacie Ayukawa — Heritage Law, West Vancouver
Testamentary Capacity and Undue Influence
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Drafting Wills
Rose Shawlee — Harper Grey LLP, Vancouver
Powers of Attorney and Representation Agreements
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Trusts Basics
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Probate
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Intestate Estates
Rose Shawlee — Harper Grey LLP, Vancouver
Passing of Accounts/Dealing with Estate Assets and Liabilities
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Practicing Wills and Estates in the time of COVID-19
Nicole L. Garton — Heritage Law, West Vancouver
PGT Perspective
Winona Chew — Paralegal, Grant Application Review Services & Child and Youth Services, Public Guardian and Trustee, Vancouver
Lisa Nguyen — Estates Paralegal, Grant Application Review Services, Public Guardian and Trustee, Vancouver
Registry Perspective
Kristen Day — Acting Supervisor and Deputy District Registrar, Probate & Bankruptcy Registry, Vancouver
Closing Questions and Comments
Stacie Ayukawa — Heritage Law, West Vancouver
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Slides: Probate
Handout: Consent and Renunciation
Handout: Estate Administration Checklist
Handout: Estate Administration— Practice Perspective
Handout: Estate Grant Checklist
Handout: Estate Procedures Checklist
Handout: Executor’s Duties
Handout: Keeping an Executor’s Log of Duties Performed
Handout: Nomination of Applicant
Handout: Notice of Renunciation Sample
Handout: Order Dispensing with Notice Sample
Handout: Sample Letter to Financial Institution
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