1. LSLAP Training
Wills and Estates

2. Wills and ESTATES: The interview
Use the Wills Questionnaire and the Wills Interview Guide from the LSLAP website
Essential information to obtain:
Client’s full legal name and address
Who do they want as an executor(rix) – full legal name, address and relationship
Who do they want as an alternative executive
What do they want done with their assets
Do they have a spouse or children and are they being provided for

3. Advanced Planning options
Wills
Power of Attorney – financial and legal affairs
Enduring
Springing
Representation Agreements – health care and possibly financial/legal
s.7 or s.9
Advanced Directives – specific health care directions

4. Wills and Estates: Things to look out for
Capacity – if any doubt, speak to supervising lawyer
Need to adequately provide for spouse and children
S.60 of WESA
Undue influence – handout on what to look for
Competancy – must be able to understand what a Will is/does and what their assets are
Complicated instructions – such as:
Lots of specific items for specific people (percentage distribution better)
Custody/guardianship terms in contest family matters
Distributing complex assets (such as shares in corporation or a family trust)

5. WILLS AND ESTATES: other Advanced planning options
Powers of Attorney
Provides another individual with the power over legal and financial affairs
Enduring, springing, and limited powers
Representation Agreements
Provides another individual with the power over health and personal care decisions
s.7 or s.9
Refer to Nidus
Advanced Directives
Specific wishes about medical care

6. Wills and estates: LSLAP template
Review templates from website