Tag

Estate Administration

MAY

2023

WESA Notice Requirements

When an executor applies for a grant of probate, one of the first steps is to provide notice of the application for the grant of probate to certain people consistent with the Wills, Estates and Succession Act (WESA). The Supreme Court Civil Rules sets out who notice must be...

APR

2023

210-Day Period: Must I wait so long?

You’re the Executor or Administrator of an estate. You’ve sought out legal advice (preferably by Touchstone) and have applied for the Grant of Probate or Administration; it’s a success! Now what? Section 155 of the Wills Estates and Succession Act (“WESA”) prohibits you from...

SEP

2022

Representation Agreements versus Advance Directives

When considering health care and incapacity planning, clients often wonder about the differences in representation agreements and advance directives. An advance directive is a written document that contains instructions that give or refuse consent to certain health care...

JAN

2021

Estate Planning For A Blended Family

The typical construct of a modern family is increasingly becoming, more often than not, blended families. If you are one of the many with a blended family and considering creating or updating your succession or estate plan, it is important to discuss your family dynamic with...

OCT

2020

The Probate and Estate Administration Process: How to Prepare Your Listing of Estate Assets and Liabilities

Probate is the legal process in which a deceased’s will is reviewed by a court of law to determine whether it is valid and authentic. It is also related to the general administration of a deceased’s estate. Estate Administration refers to the legal process of administering and...

MAR

2020

Does the Will Govern all a Person’s Assets?

We are often asked how it works with a person’s assets after their death. Are all the assets dealt with by the Will and administered by their executor? In other words, do all their assets fall into their estate? The short and simple (and favourite) answer is – not...

FEB

2020

Introduction to Wills Variation Claims

Under the British Columbia Wills, Estates and Succession Act (“WESA”), a spouse or child has the right to challenge the distribution of assets set out in a deceased’s will. This is called a “wills variation claim”, and the right to bring such a claim is...

JUL

2019

Probating a Copy of a Will

Creating proper estate planning documents is an important step in ensuring that your wishes are carried out upon your death. Equally as important, however, is ensuring that your estate planning documents are kept in a secure, safe place, so that your executor can access the...

MAR

2019

What is a Life Estate?

When helping clients create their customized estate plan, we are often dealing with the scenario of a blended family. A blended family is a family where the couple’s children (or some of the children) were born from a previous relationship. A blended family can face some tough...

NOV

2018

Do you have to act as Executor?

An executor is a person named in a will who is responsible carrying out the terms of the will. Generally speaking, this means taking control of a deceased’s persons assets when they pass away, and distributing their estate according to the terms in their will. Hopefully if you...

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Tag

WESA Notice Requirements

210-Day Period: Must I wait so long?

Representation Agreements versus Advance Directives

Estate Planning For A Blended Family

The Probate and Estate Administration Process: How to Prepare Your Listing of Estate Assets and Liabilities

Does the Will Govern all a Person’s Assets?

Introduction to Wills Variation Claims

Probating a Copy of a Will

What is a Life Estate?

Do you have to act as Executor?

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