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GUIDE
to WILLS & ESTATES
Table of Contents
(Abbreviated)
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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. |
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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.
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Procedure
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Letters
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Documents
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Precedent
Clauses
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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:
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Pre-Application
Procedure
Letters
Documents
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Application
Procedure
Notice
of Proposed Application
Forms
and Appendix
Spousal Home
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Post-Application
Procedure
Letters
Documents
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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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ORDER
the WESA
GUIDE to
WILLS & ESTATES
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