Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions. 24 Apr

How to Tactfully Discuss Your Estate Plan with Your Family

Central to this journey is the unwavering commitment to transparent communication... Although rife with complexity, estate administration can be navigated with sagacity and a judicious approach. 10 Apr

Unwavering Commitment to Transparent Communication

Undue influence is a high legal threshold to meet. If you believe that your loved one has been subject to undue influence in drafting their Will, what can you do about it? 04 Apr

Undue Influence Concerns: Beware a Sudden Change of Heart

On occasions a will may have been prepared in such a manner that it is not clear precisely what the testator intended. Competing interpretations can often lead to a dispute between parties... 19 Mar

What Happens When a Will is Vague or Ambiguous?

Did you know that in 2022 the Bank of Canada (BoC) and a few large provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? That number keeps growing, despite the government’s best efforts to find the owners. 02 Mar

Hidden Wealth: Unclaimed Assets & Accounts in Canada

Executor on the Case: Becoming a Detective for Missing Assets | Much has been written on the topic of missing heirs: how to find them, and what to do if you can’t. But what happens if you have missing assets? How do you practically move forward with an estate administration when you don’t know, well, what assets you’re administering? 14 Feb

Executor on the Case: The Search for Missing Assets

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

While creating a legal will is essential for the transfer of wealth, it’s just one part of the process. To be sure your wishes are truly honoured, your financial legacy preserved, and your family is supported, you need a comprehensive estate plan. Moreover, you need to communicate that plan effectively. 06 Feb

Unlocking Your Legacy: Estate Planning Conversations are Critical

The "Marley v Rawlings" case —which concerned attempts to rectify a mistake made by a couple when signing their mirror wills— serves as a reminder of the necessity for attention to detail to avoid estate disputes. 31 Jan

Marley v Rawlings: A Case Study in Clerical Errors & Mirror Wills

Executor negligence can cause trouble among beneficiaries, leading to bad sentiment and possible legal disputes. Find out what happens if an executor fails to complete estate administration duties in BC... 30 Jan

Estate Administration Duties: The Cost of Executor Negligence in BC

Estate planning is more than just drafting legal documents—it’s about preparing your loved ones for the future. The alternative—keeping plans under wraps—can leave loved ones unprepared... 01 Jan

How Transparency Prevents Conflict in Estate Planning

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov

How to Search for Unclaimed Inheritance: Canada