Blog

Welcome to the eState Planner blog. Follow us to keep up to date with estate planning news, eState Academy webinar recaps and more.

Blog postRecent Trends in Estate Litigation - Messages from the Court
Webinar

Recent Trends in Estate Litigation - Messages from the Court

This blog sets out recent Court trends in estate litigation. Specifically, trends in Disclosure, Costs and Dependant’s Support Claims are of interest to many advisors. On May 12th, 2022, Ian Hull, Suzana Popovic-Montag, and Jordan Atin discussed this topic on eState Planner Academy’s advanced webinar.‍

By
Joanne Golden
May 20, 2022
Blog postPassing of Accounts Issues
Webinar

Passing of Accounts Issues

When acting as fiduciary or advising a fiduciary, the duty to account is paramount. Today’s blog discusses key issues surrounding the duty to account and passing of accounts. On April 21st, 2022, Ian Hull explored this topic in eState Planner Academy’s webinar on Passing of Account Issues.

By
Joanne Golden
April 29, 2022
Blog postLife Insurance Declarations
Webinar

Life Insurance Declarations

Life Insurance Declarations and Life Insurance Trusts are often a matter of confusion for those who don’t specialize in life insurance. Jordan Atin and Ian Hull discussed Life Insurance Declarations and Life Insurance Trusts in a two-part eState Planner Academy’s webinar. This week's blog focuses on some of the tips and traps for practitioners dealing with Life Insurance Declarations and Life Insurance Trusts as part of a client’s overall estate plan.

By
Joanne Golden
April 21, 2022
Blog postDuties and Obligations of an Attorney for Property
Webinar

Duties and Obligations of an Attorney for Property

Highlighting the duties and obligations of an Attorney for property.

By
Joanne Golden
March 31, 2022
Blog postChoosing an appropriate Attorney for Property
Webinar

Choosing an appropriate Attorney for Property

eState Academy’s Jordan Atin and Ian Hull discussed important considerations when preparing a Continuing Power of Attorney for Property in a two-part webinar this month. Part 1 took place on March 16th, 2022 and covered several topics including a focus on important considerations when choosing who to appoint as Attorney for property. For those who missed it, I’ve set out the highlights. ‍

By
Joanne Golden
March 23, 2022
Blog postIntestacies
Webinar

Intestacies

There are several ways intestacies can occur, some more common than others, but of course the most common cause being a person dying without a valid Will.

By
Joanne Golden
February 22, 2022
Blog postBuilding the future of estate planning: Announcing $1MM in new funding
Company

Building the future of estate planning: Announcing $1MM in new funding

We’re excited to announce that we’ve raised a seed round of $1MM from experienced founders in legal and accounting tech to help us build the future of estate planning.

By
Jordan Atin
February 10, 2022
Blog postTrustee’s Discretion to Encroach
General

Trustee’s Discretion to Encroach

Discussing the limits on Trustee’s Discretion in light of the Ontario Court of Appeal’s decision in Walters v. Walters.

By
Joanne Golden
February 4, 2022
Blog post“The Bare Necessities” of Probate Planning for Real Estate   
Webinar

“The Bare Necessities” of Probate Planning for Real Estate   

By
Joanne Golden
January 27, 2022
Blog postNew Features: Beneficiary Picker, CRA Charities and More
General

New Features: Beneficiary Picker, CRA Charities and More

By
Jordan Atin
January 18, 2022
Blog postTop 5 Reasons to Have a Lawyer Draft Your Estate Plan and Will
General

Top 5 Reasons to Have a Lawyer Draft Your Estate Plan and Will

Deciding how you're going to draft your estate plan and will? Canadians have more options now than ever. From doing it yourself, to consumer apps, to working with a lawyer, finding the right solution for you depending on your situation is incredibly important. In this blog post, we'll highlight the top 5 reasons why you should consider working with a lawyer to draft your estate plan and will.

By
Jordan Atin
November 2, 2021
Blog postDependant Support Claims
Webinar

Dependant Support Claims

The best thing to do when dealing with dependant support claims is to make sure you have enough knowledge and background about dependant support claims to advise will planning clients about this issue. In other words, the goal is to get ahead of these claims during the planning stage.

By
Jordan Atin
August 12, 2021
Blog postCorporate Executors
Webinar

Corporate Executors

Why you might consider a corporate executor, when to consider them, and how to appoint them.

By
Jordan Atin
August 9, 2021
Blog postFamily Law Act Elections After Death
General

Family Law Act Elections After Death

By
Jordan Atin
July 29, 2021
Blog postHow to Start an Estate Planning Practice: Building Your Process
General

How to Start an Estate Planning Practice: Building Your Process

We’ve had the opportunity to speak with hundreds of estate lawyers across Canada about their estate planning process. In this blog post, we’ll highlight our view of the 10 most important stages and why you should include them in yours.

By
Jordan Atin
July 27, 2021
Blog postEstate Administration - First Steps
Webinar

Estate Administration - First Steps

By
Nick Klaponski
July 20, 2021
Blog postUS Real Estate Planning
Webinar

US Real Estate Planning

What are the implications in US estate tax issues for US real estate and how does it affect ownership options for Canadians with US real estate.

By
Nick Klaponski
July 2, 2021
Blog postGift Overs
Webinar

Gift Overs

What happens when a beneficiary predeceases the Will-maker? A well planned Will should cover that common possibility. Providing for an alternate beneficiary in that case is called a “Gift-Over”.

By
Nick Klaponski
June 25, 2021
Blog postMotivations to Protect Trustees 
Webinar

Motivations to Protect Trustees 

There are two key reasons to protect an executor. To help a chosen friend and/or family member as the trustee or the trustee insists on the protection.

By
Nick Klaponski
June 21, 2021
Blog postHow to Protect Executors and Trustees
Webinar

How to Protect Executors and Trustees

A trustee's role is important and should not be overlooked. Learn how to protect trustees in a client's will.

By
Jordan Atin
June 17, 2021
Blog postThe Difference Between Mirror Wills and Mutual Wills
Webinar

The Difference Between Mirror Wills and Mutual Wills

What are the differences between Mirror wills and Mutual Wills? This blog covers how they differ and what you should use each in your estate practice.

By
Jordan Atin
June 14, 2021
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