EVIN  ROSS PUBLICATIONS  Ltd

Publishers of Practice Manuals for  Legal Support Staff
Serving the BC Legal Community -- Since 1981

Box 546,  Gibsons,  BC    VON 1VO
contact@evinross.ca

 

 

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GUIDE to WILLS & ESTATES 

Table of Contents  
(Abbreviated)
 

  Chapter I
OVERVIEW
Provides an overview of legislation and Probate Rules in a simplified fashion as they relate to support staff's work in preparing Wills as well as the new and complex process of application and administration of estates.
Chapter II
WILLS
This chapter explains the steps involved in Will preparation and execution -- from client interview and information gathering (an excellent Checklist is provided) to preparation and processing of a well-constructed Will using WESA-compliant clauses.  Clauses are lawyer-edited and written in plain language to be easily understood by the most important person in the whole process, the Will-Maker.  
   
  1. Procedure

  2. Letters

  3. Documents

  4. Precedent Clauses

Chapter III
ESTATES
As one can imagine, this is a very extensive chapter.  The information  includes: the whole new procedure for estate applications; the new Notice of Proposed Application in relation to estate; the new Forms explained (which are more numerous and complicated than the previous ones); considerations with the issue of Spousal Home, and; explanation of changes brought about by WESA and the new Probate Rules.  The main chapters are:
   
  1. Pre-Application
           Procedure
            
    Letters
           Documents

  2. Application
           Procedure
           Notice of Proposed Application
           Forms and Appendix
             Spousal Home

  3. Post-Application
           Procedure
            
    Letters
           Documents

Chapter IV
HELPFUL
INFORMATION
As the title implies, this Chapter is where you will find important reference information, such as Website Links, Addresses, Glossary, Fee Schedules and Index.   There are several excellent Checklists provided for use.
   
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