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

Blog posteState Planner joins the Law Society of Ontario’s Access to Innovation program
Company

eState Planner joins the Law Society of Ontario’s Access to Innovation program

eState Planner joins the Law Society of Ontario’s Access to Innovation program as the first approved software dedicated to professionals.

By
Jordan Atin
December 7, 2023
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 1, 2023
Blog post8 Considerations for the Advisor and their Client when choosing an Attorney for Property
General

8 Considerations for the Advisor and their Client when choosing an Attorney for Property

What are the most important considerations to keep in mind when selecting a Power of Attorney for property? The two biggest problems with Power of Attorney are that there isn’t one in place or that it is not a carefully considered document. These key considerations provide a useful checklist for advisors discussing the selection process with their clients.

By
Jordan Atin
December 8, 2022
Blog postLawyers Can Now Use Their Own Precedents in eState Planner
News

Lawyers Can Now Use Their Own Precedents in eState Planner

Here’s some exciting news! We just released Custom Precedents, a new feature that allows lawyers to use their own clauses in Wills, Powers of Attorney, and other documents generated by eState Planner.

By
Jordan Atin
July 18, 2022
Blog postDisclaimers and Assignments – When Beneficiaries Don’t Want Their Gift
Webinar

Disclaimers and Assignments – When Beneficiaries Don’t Want Their Gift

Disclaimers and Acceleration– Today’s Blog discusses considerations for when a beneficiary does not want to receive their inheritance.

By
Joanne Golden
July 7, 2022
Blog postPower of Attorney for Personal Care
Company

Power of Attorney for Personal Care

Today’s blog sets out relevant considerations when preparing a Power of Attorney for Personal Care. On May 19th, 2022, Jordan Atin discussed this topic on eState Planner Academy’s advanced webinar.

By
Joanne Golden
June 2, 2022
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 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 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

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