Close
Home
Features
Pricing
Resources
SupportCase Studies
Login
IN-PERSON EVENT | March 12 2026, 4:00 -  7:00 PM ET
Location: Mississauga Grand Banquet and Event Centre

Risk mitigation in estate planning and administration

eState Planner, Estatesearch, Estateably, and Custodius are teaming up for a Canadian Estates CPD Series roadshow across Canada this year, with stops in Toronto, Mississauga, Ottawa, Calgary, Vancouver, and more.

Join us on March 12 in Mississauga for a CPD-accredited event focused on risk mitigation in estate planning and administration. And yes, networking sessions, food and drinks are included.

If you're looking to improve, modernize, and safeguard your practice, we’re bringing together some of the brightest minds in the field to explore the real-world side of risk, what’s changing, what’s working, and what’s next.

Reserve your spot

Speakers

Raymond Leclair
Vice President of Public Affairs @ LawPro
Ian Hull
Partner Hull & Hull, Co-founder @ eState Planner
Jordan Atin
J.D., T.E.P., Certified Specialist (Estates & Trusts Law)CEO @ eState Planner
Ron Badr
Director @ Estatesearch

Seminar details

CPD credits available
This seminar qualifies for 1 hour of professionalism credits and 2 hours of substantive credits.
Agenda
This 3-hour seminar will feature two panels—one on risk prevention in estate planning and one on risk mitigation in estate administration. The event will also include networking sessions, exclusive resources, and food and beverages for all attendees.
Is there a cost to register for this event?
Yes, the registration fee for this event is $49 plus tax. This fee helps us plan effectively and ensure the number of registrations matches expected attendance. Please note that registration is handled through Eventbrite. Refunds are available if you cancel at least 7 days before the event.

Looking to further improve your intake process?

Collect client information with customizable intake forms

eState Planner offers customizable, built-in intake forms that easily and accurately gather clients' personal and financial information and specific instructions.

The collected information automatically generates family trees, giving professionals and their clients a clear visual way to review and verify essential details.

estate planning client intake
virtual will planning meeting

The safest way to practice

Securely collect your clients' personal and financial information. eState Planner generates their family tree and captures their assets and liabilities.
‍
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.

Start using the
tools of tomorrow

Start free trialBook a demo