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Wills and estates: Helping lawyers help their clients

Drafting a will and planning an estate is sometimes the only point of contact a person will have with any lawyer. Guide them through an unfamiliar process by reviewing some of our best resources in wills and estates.

One minute byte of claims prevention: Watch this video summary of common claims against wills and estate lawyers, and then review this quick fact sheet for statistics and descriptions on the types of errors LAWPRO sees.

Will-drafting landmines: Poor communication, inadequate investigation, and errors of law can lead to will-drafting mistakes. Avoid these errors in the first place with advice from LAWPRO’s claims counsel.

Looking for retainer precedents? practicePRO provides draft retainers for lawyers, including those working in estate administration and probate.

There’s safety in (reporting) letters: Take a minute to review how a thorough reporting letter can help protect the integrity of a client’s will along with the lawyer’s practice.

ILA checklist: This checklist for providing independent legal advice can assist in guiding family members, estate trustees, and other parties in protecting their interests.

Land Acknowledgement

The offices of LAWPRO are located on the traditional territory of many nations including the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples. Toronto is covered by Treaty 13 with the Mississaugas of the Credit. LAWPRO respects and acknowledges the histories, languages, knowledge systems, and cultures of First Nations, Metis, and Inuit nations.

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