Estate Planning Toolkit
Author(s): Ontario Bar Association
Publication Date: April 2019
Format: shipped (hardcopy), download (PDF)

Careful estate planning requires both practical skill and broad knowledge of various legal issues. Examines essential topics, and gain tools and strategies for developing a successful estate planning practice. Attend to hear seasoned practitioners share their expertise on client intake and retainer issues, conducting effective interviews, drafting skills, protecting your file, as well as practice and career management. Whether you are a lawyer starting their estate planning practice or an experienced practitioner looking to brush up on essential skills, join us to sharpen your knowledge.


Sara Beheshti, Barrister & Solicitor
Birute Luksenaite, Portfolio Estate Law


Retainers and Client Intake
Lindsay Histrop, Gardiner Roberts LLP

Conducting Effective Interviews
Jordan Atin, Hull & Hull LLP

Drafting Tips and Traps
Brian Gillingham, Cunningham Swan Carty Little & Bonham LLP

Reporting Letters and other Post-Execution Matters
Marni Pernica, Aird & Berlis LLP

Safeguarding Your Estate Planning File
Debra Stephens, WEL Partners
Kathryn Balter, Fogler, Rubinoff LLP

Tools for Optimizing Your Estate Planning Practice and Career
Nicole Woodward, Dentons Canada LLP
Emma Hamilton, O'Sullivan Estate Lawyers LLP

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