Wills and Estates Basics for Paralegals and Legal Support Staff 2021

Course Chair
Stacie Ayukawa — Heritage Law, West Vancouver

About the Course Chair
Stacie completed the paralegal diploma program at Capilano University, where she was awarded several scholarships and distinctions for her academic achievements, including being selected by the university to give the student address speech during convocation for the department of business and professional studies. Stacie has also earned a professional designation of an MTI, Estate and Trust Professional from the Canadian Securities Institute. Stacie received her Bachelor's degree in Humanities from SFU and has recently completed her Master's degree, also from SFU.

Faculty
Winona Chew — Paralegal, Grant Application Review Services & Child and Youth Services, Public Guardian and Trustee, Vancouver
Kristen Day — Acting Supervisor and Deputy District Registrar, Probate & Bankruptcy Registry, Vancouver
Nicole L. Garton — Heritage Law, West Vancouver
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Lisa Nguyen — Estates Paralegal, Grant Application Review Services, Public Guardian and Trustee, Vancouver
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Harper Grey LLP, Vancouver

Click here for full faculty bios

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