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Courses/Law/Will and Estate Law

Estate Planning 101 - What Your Clients Need to Know

This course will provide you with an understanding of the current legal framework surrounding estate planning.

Created byErin McNamara
IntermediateUpdated Aug 26, 2020
Estate Planning 101 - What Your Clients Need to Know

What You'll Learn

check_circleUnderstand key estate planning terms and documents.
check_circleDifferentiate between the two types of Powers of Attorney.
check_circleRecognize the roles of Executors and rules of intestacy.
check_circleIdentify how marriage and divorce affect estate planning documents.

About This Course

This course offers a comprehensive overview of the legal framework surrounding estate planning. It equips you with the knowledge to identify important estate planning issues and guide your clients effectively, ensuring their peace of mind regarding critical documents.

Key topics include estate planning terminology, Powers of Attorney, Last Will and Testaments, Codicils, intestacy rules, the Executor’s role, testamentary trusts, probate applications, and the impact of marriage and divorce on wills.

Your Instructor

Erin McNamara
Erin McNamara

Barrister and Solicitor

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star269 reviews

A graduate of Queen’s Law, Erin McNamara is the Principal of McNamara Law, a legal practice with a focus on estate law, including the preparation of wills, powers of attorney, testamentary trusts including Henson Trusts, and probate applications. All of her services are 100% mobile. Erin is also a sessional professor at the University of Ottawa, Faculty of Law, where she teaches Wills and the Law of Succession. In recent years, Erin has co-authored legal papers and has been a speaker at the annual East Region Solicitors Conference. As well, Erin regularly presents legal topics at speaking engagements, and provides estate planning seminars to a variety of groups including clients, non-profit groups, lawyers and other professionals. Erin has served on the Board of Directors for REACH Canada, a nonprofit organization that benefits persons with disabilities in Ottawa and continues to be involved with their community initiatives. In her spare time, Erin enjoys performing in interactive mystery theatre with Murder Mystery Ottawa and Murder Mystery Toronto.

Credit Information

What Students Are Saying

4.5
Student's Choice
269 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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