Wills and Estates Basics for Paralegals and Legal Support Staff 2021

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DescriptionMore DetailAgenda

Your fundamental guide to wills and estates paralegal practice

(Original Live Webinar Date: April 26, 2021)

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Who should attend: Paralegals and other legal support staff interested in practicing in the wills and estates area

Learning level: Fundamental

New to the area of wills and estates or in need of a refresher since WESA took effect? Benefit from the experience of senior paralegals who understand your perspective and the scope of your job, as they provide you with valuable paralegal-oriented precedents, checklists, and advice to start your wills and estates work. This course will teach you how to draft estate planning documents such as wills, powers of attorney, and representation agreements. You will also learn about probate and estate administration procedures including estate/representation grants and the process of accounting and distribution.

After taking this course, you will be able to:

return to your office with a comprehensive view of the wills and estates practice
have the knowledge you need to confidently handle both estate administration and estate planning files
perform wills and estates work in a streamlined way that increases your value to your firm
understand the reasons for registry decisions and rejections

Join us and increase your wills and estates paralegal proficiency today!

Law Society of BC CPD Hours: 6 hours (will include a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.

Course Chair
Stacie Ayukawa — Heritage Law, West Vancouver

Reduced Pricing To support you during COVID-19, CLEBC is offering reduced pricing for courses.

*Last Kick at the Can 2021*
Rebroadcast	$369 $305
Rebroadcast Articled Student	$184.50 $152.50
Are you an Indigenous lawyer or community member? Click here for special pricing. Do you need financial assistance? Click here for bursary information. Experiencing financial hardship due to COVID-19? You may be eligible for further reductions in our course prices. Please contact Customer Service for more information. Registration includes an electronic copy of the reference materials.

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CLEBC Programs Production Manager
Mary Kingston
mkingston@cle.bc.ca

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

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Wills and Estates Basics for Paralegals and Legal Support Staff 2021

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