Today, we are excited to announce ePlans, our one-click Will plans for typical situations. With the click of a button, all beneficiary designations, bequests, residue gifts, and estate trustee appointments are automatically created. Once you run an ePlan, you can go into each section to review and make any changes you want.
Specific Distributions for Gift-Overs
Now you can create bespoke Gift-Overs to anyone - people, charities or classes. Just select “Specific Distribution” and go to town!
e-State Planner now Generates Reporting Letters and Escrow Instructions
Delivering a reporting letter on every Will file is an easy way to cover off a number of issues that could give rise to liability for you if there is no evidence that they were raised with your clients. That’s why one of the first questions that LawPro asks if you ever report a potential claim is “was there a reporting letter?”.
5 Reasons Why You Should Use Software When Building An Estate Plan
Technology can drastically improve your planning process. Here are 5 reasons why you should use technology to improve your estate planning process.
Get Ready for Electronic Wills
Do we really think that a single written paper document is a the only secure method implementing a person’s testamentary wishes or that the physical presence of witnesses and wet signatures are the only way to reduce undue influence and fraud?
5 Big Problems with Asset Gifts
Many clients have seemingly simple instructions for their wills. Gifting specific assets to certain beneficiaries are logical and straightforward for many testators. Such simple instructions give rise to many dramatic consequences that should raise red flags for the advisor. Read about the 5 big problems here.
New Feature: Global Document Preferences
To celebrate Hull e-State Planner's journey and our first anniversary, we’re excited to announce that we’ve added a number of much anticipated new features to help make your life easier.
Words Are Not Enough
Lawyers communicate in words all day long as a core part of our job. We explain, advise and document using words alone. We assume our clients understand what we’re trying to convey. However, maybe we can do better than words.
Counterpart Execution of Wills and Powers of Attorney
By using video conferencing and counterparts, wills and powers of attorney can be fully executed remotely, giving immediate validity to the documents. Previously, all three signatures (the testator/grantor and two witnesses) had to be on the same document. That required the couriering of the document around for up to three separate signing ceremonies.
Signing a Testator’s Will for them - Using an Amanuensis
Does a testator have to sign his or her own Will to be valid? A little used provision of the Succession Law Reform Act permits a Will to be signed by some other person (an “amanuensis”) in testator’s presence and by the testator’s direction.
Affidavits of Execution for Video Witnesses
As of April 7, Wills can be witnessed by video conference. We have created a new sample form of Affidavit of Execution for use when witnessing by video.
Witnessing Wills and POAs by Video - Now Permitted!
Wills can be witnessed by video conference in Ontario.
Remote Will Planning Meetings during COVID-19
How to keep your practice running from home during times of social distancing.
Using a Holograph Will to Validate an Unsigned Will? Desperate Times Call for Desperate Measures
Using a holographic Will to validate an unsigned will. Here's how that may work.
Execution of Wills during COVID-19
Like many of you, we are struggling to figure out ways to get our clients’ Wills executed during this period of social distancing.
Your Online Accounts After Death
Yesterday, I blogged about estate planning for crypto-currency, a type of digital asset. Today, I provide a snapshot of what happens to some of your other digital assets when you die.