Wills and Personal Planning Precedents: An Annotated Guide


Product Type: Publications - Print + Online
ISBN: 0-86504-955-6
Pages: 994
Price: $329.00


DescriptionMore DetailContributors

Save time and draft wills that your clients can understand

This publication is essential for: anyone looking for BC-specific sample clauses for wills and related personal planning documents.

Current to: January 1, 2019

Clients are demanding legal documents they can comprehend, and wills clients are no exception. Immensely popular, Wills and Personal Planning Precedents: An Annotated Guide is your must-have tool for preparing plain language wills. It is the place to find BC-focused sample clauses for wills, powers of attorney, and other related documents. This guide also includes sample client questionnaires, forms, and letters along with commentary by Peter W. Bogardus, QC, Mary B. Hamilton, Q.C., and Sadie L. Wetzel explaining the use of clauses and alerting you to relevant law

The online version features CLEBC’s document builder which allows you to select clauses, create complete documents, and save and download documents for future use. With this resource, you will be able to:

  • draft wills and related documents more quickly and confidently

  • fulfill your clients’ need for clear understanding of their wills

  • become more efficient by spending less time interpreting documents with each client

View a sample from this book!

Highlights of the 2019 Update include:

  • new Chapter 14 on abatement and priority of gifts clauses

  • many new precedents, including Appointment of Standby Guardian and Revocation of Standby Guardian in Chapter 4, and several wills and related documents sample letters in new Chapter 41

  • many new clauses, including: 

    • limited revocation of prior wills clauses
    • articles equally among all children clauses
    • outright cash gift to offset advances or loans clauses
    • funeral wishes in multiple will situation clauses
    • enduring power of attorney clauses relating to financial circumstances, and use and enjoyment of property

  • complete reorganization of Powers of Trustees Clauses chapter (now Chapter 20), including several new clauses

  • expanded coverage of several topics, including advances and forgiveness of debt, dual wills, anti-lapse provisions, scope of trustees’ discretion, spousal trusts, and foreign citizen issues

  • commentary throughout reflects new practice developments (such as income tax developments and property tax developments)

 

Product Type Price
Online-Only $239/year
Print + Online Package $329

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CLEBC Legal Editor
Jonathan Vogt
jvogt@cle.bc.ca

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