Close
Home
Features
Pricing
Resources
SupportCase Studies
Login
IN-PERSON EVENT | September 16 2026, 9:00 -  12:00 PM ET
Location: Preston Event Centre

State of Estate Practices

AI, New Developments, & Risk Management

The practice of estate law is evolving rapidly. From AI and recent case law to changing client expectations and professional responsibilities, today's estates practitioners face new opportunities, and new challenges.

Join us on September 16 in Ottawa for State of Estate Practices: AI, New Developments, and Practical Guidance, a 3-hour CPD-accredited seminar and part of the Canadian Estates CPD Series.

Through practical discussions and real-world examples, our panel will explore how recent developments are reshaping estate planning and administration, and what they mean for your practice. Networking, and light refreshments are included.

Hear from leading practitioners as they discuss topics including:
  • The impact of AI on estate planning and administration
  • Recent case law and legal developments
  • Professional risk and practice management
  • Practical guidance for today's estates practitioner
The Canadian Estates CPD Series is presented by eState Planner, EstateSearch, Estateably, Custodius, and Estate Research.

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
Suzana Popovic-Montag
Partner @ Hull & Hull
Daniel Howes
CEO @ Custodius

Seminar details

CPD credits available
This seminar qualifies for 1 hour of professionalism credits and 2 hours of substantive credits.
Agenda
A 3-hour CPD seminar exploring AI, new developments, and practical guidance shaping today's estate planning and administration practice. The seminar will include two panels. The full agenda will be shared shortly.
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 3 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