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 postSingle Option for Remote Signing
News

Single Option for Remote Signing

Only counter-part option available for remote signing

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

Litigating with an Estate

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

By
Juanita Valencia
May 3, 2021
Blog postCodicils and Alterations
General

Codicils and Alterations

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

By
Tori Joseph
April 26, 2021
Blog postEstate Administration Tax
News

Estate Administration Tax

By
Juanita Valencia
April 18, 2021
Blog post10 Characteristics Of A Successful Executor
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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
Blog postSpecific Distributions for Gift-Overs
General

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! 

By
Jordan Atin
December 9, 2020
Blog poste-State Planner now Generates Reporting Letters and Escrow Instructions
General

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?”.

By
Jordan Atin
December 7, 2020
Blog posteState Academy
Company

eState Academy

Today we announce our free digital estate planning educational site.

By
Jordan Atin
November 26, 2020
Blog post5 Reasons Why You Should Use Software When Building An Estate Plan
General

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.

By
Nick Klaponski
November 10, 2020
Blog postGet Ready for Electronic Wills
General

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?

By
Jordan Atin
September 25, 2020
Blog postPricing Plans Update
News

Pricing Plans Update

We're excited to bring all users new flat rate unlimited pricing plans.

By
Ian Hull
August 25, 2020
Blog post5 Big Problems with Asset Gifts
General

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.

By
Jordan Atin
August 12, 2020
Blog postNew Feature: Global Document Preferences
General

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.

By
Jordan Atin
July 2, 2020
Blog postWords Are Not Enough
General

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.

By
Jordan Atin
June 2, 2020
Blog postCounterpart Execution of Wills and Powers of Attorney
News

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. 

By
Jordan Atin
April 23, 2020
Blog postSigning a Testator’s Will for them - Using an Amanuensis 
News

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. 

By
Jordan Atin
April 12, 2020
Blog postAffidavits of Execution for Video Witnesses
News

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.

By
Jordan Atin
April 8, 2020
Blog postWitnessing Wills and POAs by Video - Now Permitted!
General

Witnessing Wills and POAs by Video - Now Permitted!

Wills can be witnessed by video conference in Ontario.

By
Jordan Atin
April 7, 2020
Blog postRemote Will Planning Meetings during COVID-19
General

Remote Will Planning Meetings during COVID-19

How to keep your practice running from home during times of social distancing.

By
Jordan Atin
March 24, 2020
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