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.
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.
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.
New Features: Retainer Agreement, Provisions Sync & Graphic Summary
We've now added a Retainer Agreement to reduce time drafting.
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.
Virtual Will Signing in Ontario - Reduced Options for Remote Signing
Only counter-part option available for remote signing
Litigating with an Estate
On Thursday April 29, 2021, Jordan Atin and Ian Hull discussed Estate Claims and Litigation Involving Estates.
Codicils and Alterations
Discussion of effect in change of circumstances, Revocations, Codicils, Alterations & Advice to Clients
10 Characteristics Of A Successful Executor
Consider this top 10 list when picking an executor.
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!
eState 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.