Basics of Wills and Estate Planning 2023

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Everything you need to know to launch your wills and estates career

On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Jump Start on CPD 2024
Monday, March 4 and Tuesday March 5, 2024

(Original Webinar Date: October 17 and 18, 2023)

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Who should attend: Those new to the practice of wills, estates and trusts, including newly called lawyers, and more experienced lawyers wanting to develop a practice in this area. This course may also be of interest to those who want a refresher and also to notaries.

Learning level: Fundamental

Want to develop a successful wills and estates practice, but unsure of where to start? This course will provide you with the fundamental building blocks by teaching you how to draft a will, how to create a basic estate plan, and how to incorporate a will into an estate plan.

Topics will also include when to consider trust planning, how to integrate corporate succession, estate tax issues, and mediation.

From interviewing clients and taking instructions, to analyzing the components of an estate plan, to focusing on key will drafting considerations, this course has it covered! Experienced practitioners will provide you with valuable insights and helpful practice tips for every step. You will leave with essential information to move forward with your wills and estates files.

Join us and be prepared for practice!

After taking this program, you will:

  • understand how to create a basic estate plan, including drafting a will
  • be able to better interview clients and understand their expectations
  • gain knowledge of different techniques in estate planning
  • have the tools to develop a successful wills and estates practice

Law Society of BC CPD Hours: 12 hours (this course will contain a minimum of 2 hours pertaining to professional responsibility and ethics, client care and relations, and/or practice management). 

Course Chairs
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Emily Clough — Clark Wilson LLP, Vancouver

Jump Start 2024 EARLY BIRD 
Register by Feb. 5/24
Regular Price
After Feb. 5/24
Rebroadcast $889 $1,016
Rebroadcast Articled Student $508 $508

Are you an Indigenous lawyer/Articled Student/legal support staff/paralegal, or community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members (*discount applies to regular price, not Early Bird price). Please contact Customer Service to find out more.

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Registration includes an electronic copy of the reference materials.

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CLEBC Program Lawyer*
Nadia Myerthall

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