The Basics of Wills and Estate Planning

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Fundamental building blocks for developing your practice!

"Last Kick at the Can 2015": Monday & Tuesday, December 7 & 8, 2015; Time: 9:00 am – 4:00 pm EACH DAY
"Last Kick at the Can 2015": Thursday & Friday, December 17 & 18, 2015; Time: 9:00 am – 4:00 pm EACH DAY

(Original course: Thursday & Friday, January 29 & 30, 2015)

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; the course may also be of interest to those who want a refresher.

Learning level: Fundamental

A will is part of a person’s estate plan. This two-day course will provide you with the fundamental building blocks and essential information you need to know to create a basic estate plan and incorporate your client’s will as part of that plan. From interviewing clients and taking instructions, to analyzing the various components of an estate plan, to focusing on key considerations in drafting a will, this course has it covered! Experienced practitioners will give you valuable insights and helpful practice tips that will enable you to develop a successful wills and estates practice.

After taking this course you will be able to...

  • create a basic estate plan including drafting a will
  • interview clients and understand their expectations
  • use different techniques in estate planning
  • develop a successful wills and estates practice

Past participants said it best:

"Awesome overview. Very informative and inspiring."

"It was valuable to learn how other practitioners deal with issues in this area."

"Provided lots of excellent practice tips."

"The range of complexity and topics covered was great."

"Materials were an excellent resource—they will be used often."

Law Society of BC CPD Hours: 12 hours (a minimum of 2 hours will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
James D. Baird — Boughton Law Corporation, Vancouver

"Last Kick at the Can 2015" Rebroadcasts: $950

Registration includes an electronic copy of the course materials.

Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.

Unable to attend without financial support? To learn more about CLEBC's Bursary Program click here and for our Easy Pay Plan click here.

Can't make the live course/live webinar?

1. Order the online course materials, an archive of all CLEBC papers published since 2001. ... OR
2. Subscribe to the Webinar Archive, a repository of recordings of most CLEBC past courses.

Annual subscription rates for both options are based on firm size.

CLEBC Program Lawyer
Nadia Myerthall

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