Table of Contents and Materials

 

Administering Charitable Bequests (PDF: 460KB, 26 Pages)

Dana De Sante, Office of the Public Guardian and Trustee

 

Multi Jurisdictional Estate and Capacity Administration Issues (PDF: 1,236KB, 22 Pages)

Margaret O'Sullivan, Margaret O'Sullivan & Associates

Appendix (PDF: 2,255KB, 25 Pages), Thomson Canada Limited

"Close Calls" in Estate Practice-Fact Scenarios (PDF: 70KB, 5 Pages)

Jordan Atin, Hull & Hull

Power of Attorney Disputes (PDF: 302KB, 20 Pages), Ian Hull, Hull and Hull

"Close Calls" in Estates Practice: The Weak Will Challenge (PDF: 145KB, 7 Pages), Hilary E. Laidlaw, McCarthy Tetrault LLP

Probing the Outer Limits: Assessing the Client's Capacity (PDF: 181KB, 22 Pages), Hilary E. Laidlaw, McCarthy Tetrault LLP

"Close Calls" in Estates Practice: The Disabled Dependant (PDF: 116KB, 2 Pages), Brian A. Schnurr, Brian A. Schnurr & Associates

Deficiencies in Over the Counter Matters (PDF: 1,281KB, 19 Pages)

Lindsay A. Histrop, Cassels Brock & Blackwell LLP

 

Electronic Conveyancing in Estate Situations (PDF: 146KB, 12 Pages)

Bonnie Yagar, Pallett Valo LLP

Excerpt from Electronic Registration Procedures Guide-Estates Module  (PDF: 920KB, 10 Pages)

NOTE RE PRECEDENTS:

  1. The model precedents are provided for your consideration and use when you draft your own documents. They are NOT meant to be used "as is". Their suitability will depend upon a number of factors, such as the current state of the law and practice in each area of law, your writing style, your needs and the needs and preferences of you and your clients. These documents may need to be modified to correspond to current law and practice.
  2. Each document is provided in a variety of formats for covenience of use.
  3. Special thanks are due to those who have so generously contributed papers and precedent material for the benefit of other practitioners. 

Precedent Reporting Letter to Estate Planning Client (Word: 47KB, 9 Pages) (PDF: 183KB) (RTF: 41KB)

Barry S. Corbin, Fraser Milner Casgrain LLP

 

Reporting to the Estate Trustee  (Word: 137KB, 42 Pages) (PDF: 367KB) (RTF: 123KB)

Corina S. Weigl, Fasken Martineau DuMoulin LLP

  • Schedule A (Word: 226KB, 31 Pages) (PDF: 547KB) (RTF: 554KB)
  • Schedule B (Word: 48KB, 15 Pages) (PDF: 182KB) (RTF: 41KB) 
  • Schedule C (Word: 46KB, 3 Pages) (PDF: 87KB) (RTF: 74KB)
  • Schedule D (Word: 34KB, 1 Page) (PDF: 72KB) (RTF: 46KB)
  • Schedule E (Word: 41KB, 4 Pages) (PDF: 100KB) (RTF: 61KB)

Reporting to the Estate Litigation Client (Word: 101KB, 23 Pages) (PDF: 292KB) (RTF: 95KB )

Liza C. Sheard, EVANS-Lawyers/Advocates

 

Reporting to the Attorney or Guardian (PDF: 32KB, 14 Pages)

Jan Goddard, Jan Goddard & Associate

  • The Role of an Attorney for Personal Care (PDF: 27KB, 6 Pages)
  • The Duties and Powers of a Guardian of the Person (PDF: 27KB, 7 Pages)
  • The Role of an Attorney for Property  (PDF: 34KB, 10 Pages)

Duties and Powers of a Guardian of Property (PDF: 172KB, 8 Pages), Office of the Public Guardian and Trustee

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