BC Probate & Estate Administration Practice Manual

This publication is essential for: all practitioners who do estate administration or estate litigation work.

Current to: April 5, 2013 

If you do any work in probate and estate administration, you know how big the room for error is. Since it was first published in 1979, the BC Probate and Estate Administration Practice Manual has been the resource the legal profession has turned to when handling probate and estate administration matters in British Columbia.

This two-volume practice-oriented guide covers all the basics, and takes you step by step through a probate and estate matter. The book is prepared by leading practitioners of the BC bar and reviewed by an expert editorial advisory board. The book is updated annually. Subscriptions include online access with search capability and links to the full text of case law and legislation, and forms and precedents on CD-ROM.

ONLINE ONLY annual subscriptions are available. Click here to subscribe.

Highlights of the 2013 Update

• alerts throughout the chapters for the Wills, Estates and Succession Act (expected in force March 31, 2014)
• alerts throughout the chapters for the new Probate Rules 25-1 to 25-6 (in force March 31, 2014)
• full text of the new Probate Rules and Probate Forms (in force March 31, 2014), as well as the current Rules and Forms
• new commentary in several chapters for the Family Law Act
• revised commentary for the GST, new BC Code, new Limitation Act, new LTSA procedures, Income Tax Act amendments, new revision of the Insurance Act, and all other legislative and regulatory developments
• chapters incorporate other new practice developments, including many dozens of new judicial decisions
• forms and precedents, legislation, tables, subject index, and other features of the manual current to April 5, 2013

Chapters

1. Initial Advice
2. Assets and Liabilities: Valuation and Inventory
3. Some Pre-Application Matters
4. Devolution of Assets on Death
5. Applications for Probate
6. Applications for Administration
7. Probate Fees
8. Grants for Estates of Non-Residents Where Foreign Grant Has Been Issued
9. Applications in the Course of Administration
10. Transmission and Transfer of Assets
11. Creditors
12. Taxation of the Deceased
13. Taxation of Estates and Testamentary Trusts
14. Special Tax Issues
15. Accounts
16. Remuneration of Personal Representatives and Trustees
17. Solicitors' Remuneration
18. Probate Actions
19. Wills Variation Act
20. Estates Under the Indian Act
21. Conflict of Laws in Estate Administration

Legislation
Estate Administration Act
Probate Fee Act
Probate Recognition Act
Supreme Court Civil Rules 21-4 and 21-5 and Related Forms
Supreme Court Civil Rules 25-1 to 25-16 and Related Forms
Wills Act
Wills Variation Act

Checklists
Probate and Estate Administration Interview [CL 1]
Probate and Estate Administration Procedure [CL 2]

Forms and Precedents
Initial Advice
Assets and Liabilities: Valuation and Inventory
Some Pre-Application Matters
Applications for Probate
Applications for Administration
Grants for Estates of Non-Residents Where Foreign Grant Has Been Issued
Applications in the Course of Administration
Transmission and Transfer of Assets
Creditors
Taxation
Accounts
Solicitors' Remuneration
Probate Actions
Wills Variation Act

Features

• complete set of forms and precedents
• checklists
• regular updates
• tables of cases, statutes, and references
• comprehensive index
• convenient looseleaf format with tab indexing
• online access to electronic version with hyperlinks to primary law

Editorial Board
Chair: Kenneth N. Burnett — Miller Thomson LLP, Vancouver
Sandra L. Enticknap — Miller Thomson LLP, Vancouver
Mary B. Hamilton — Davis LLP, Vancouver
Albert J. McClean, QC — Fasken Martineau DuMoulin LLP, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna
Linda J. Yardley — Barrister & Solicitor, Vancouver

Authors
Shelley A. Bentley — Shelley Bentley Law Corporation, Vancouver
Rhys Davies, QC — Davis LLP, Vancouver
Professor Elizabeth R. Edinger — Faculty of Law at Allard Hall, University of BC, Vancouver
Sandra L. Enticknap — Miller Thomson LLP, Vancouver
Heather Fisher — Horne Coupar, Victoria
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Suzanne H. Grant — Horne Coupar, Victoria
Irene M. Jacob — Executive Director—Tax, Ernst & Young LLP, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
Anna Laing — Fasken Martineau DuMoulin LLP, Vancouver
Roger D. Lee — Davis LLP, Vancouver
Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver
Sharon A. MacMillan — Miller Thomson LLP, Vancouver
John R. Manning — Manning & Kirkhope, Nanaimo
Sherri A. Robinson — Becker & Company, Pitt Meadows
Darren D. Stewart — Fasken Martineau DuMoulin LLP, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Janine A.S. Thomas — Barrister & Solicitor, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Richard T. Weiland — Clark Wilson LLP, Vancouver
Mark S. Weintraub, with contributions from Raman Johal, Rong (Lauren) Liang, and Amy A. Mortimore — Clark Wilson LLP, Vancouver
Susan A. Willis — Aboriginal and Northern Affairs Canada, Vancouver
Gary J. Wilson — Borden Ladner Gervais LLP, Vancouver
Linda J. Yardley — Barrister & Solicitor, Vancouver