Wills and Estates Basics for Paralegals and Legal Support Staff 2023

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Your fundamental guide to wills and estates paralegal practice

—Rebroadcasts—
On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Last Kick at the Can Series 2023
Friday, December 8, 2023
Monday, December 18, 2023

(Original Webinar Date: March 1, 2023)

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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? 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 (this course will contain 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

*Last Kick at the Can 2023*
Rebroadcast	$381
Rebroadcast Articled Student	$190.50

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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
Anna Cheung — Paralegal, Public Guardian and Trustee of BC, Vancouver
Nicole L. Garton — Heritage Law, West Vancouver
Hien Ho — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Jasmine Ng — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver
Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — TEP, Designated Paralegal, Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Boughton Law Corporation, Vancouver
Ludmilla Vassura — Public Guardian and Trustee of BC, Vancouver

Click here for full faculty bios

Topics include:

Testamentary Capacity and Undue Influence

Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey

Drafting Wills

Rose Shawlee — Boughton Law Corporation, Vancouver

Powers of Attorney and Representation Agreements

Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey

Trusts Basics

Braeden Rahn — TEP, Designated Paralegal, Geoffrey W. White Law Corporation, Kelowna

Probate

Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond

Passing of Accounts/Dealing with Estate Assets and Liabilities

Braeden Rahn — TEP, Paralegal, Geoffrey W. White Law Corporation, Kelowna

Digital Assets

Nicole L. Garton — Heritage Law, West Vancouver

PGT Perspective

Anna Cheung — Paralegal, Public Guardian and Trustee of BC, Vancouver
Ludmilla Vassura — Public Guardian and Trustee of BC, Vancouver

Registry Perspective

Hien Ho — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver
Jasmine Ng — Deputy District Registrar, Probate and Bankruptcy Registry, Vancouver

Vicarious Trauma and Self-compassion

Stacie Ayukawa, MA, MTI® — Heritage Law, West Vancouver

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Wills and Estates Basics for Paralegals and Legal Support Staff 2023

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