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 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
Blog postNew Features: Retainer Agreement, Provisions Sync & Graphic Summary
General

New Features: Retainer Agreement, Provisions Sync & Graphic Summary

We've now added a Retainer Agreement to reduce time drafting.

By
Jordan Atin
June 9, 2021
Blog postNew Administration, But Same Old Estate Tax Exemption
Webinar

New Administration, But Same Old Estate Tax Exemption

What are the implications of the US Estate Tax Exemption on Canadians. As a Canadian lawyer, here are the red flags to watch out for when dealing with US assets and citizens.

By
Jordan Atin
May 21, 2021
Blog postModified Circulation Method Still Possible?
News

Modified Circulation Method Still Possible?

Modified Circulation Method still possible?

By
Jordan Atin
May 10, 2021
Blog postVirtual Will Signing in Ontario - Reduced Options for Remote Signing
News

Virtual Will Signing in Ontario - Reduced Options for Remote Signing

Only counter-part option available for remote signing

By
Jordan Atin
May 4, 2021
Blog postLitigating with an Estate
Webinar

Litigating with an Estate

On Thursday April 29, 2021, Jordan Atin and Ian Hull discussed Estate Claims and Litigation Involving Estates.

By
Nick Klaponski
May 3, 2021
Blog postCodicils and Alterations
Webinar

Codicils and Alterations

Discussion of effect in change of circumstance‍s, Revocations‍, Codicils, Alterations & Advice to Clients‍

By
Nick Klaponski
April 26, 2021
Blog postEstate Administration Tax
Webinar

Estate Administration Tax

By
Nick Klaponski
April 18, 2021
Blog post10 Characteristics Of A Successful Executor
General

10 Characteristics Of A Successful Executor

Consider this top 10 list when picking an executor.

By
Jordan Atin
April 14, 2021
Blog postMajor Changes to Ontario Estates Law Coming Soon
News

Major Changes to Ontario Estates Law Coming Soon

Major Changes to Ontario Estate Law Proposed

By
Jordan Atin
February 17, 2021
Blog postIntroducing ePlans
General

Introducing ePlans

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.

By
Jordan Atin
February 3, 2021
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