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Managing Expectations in Estate Administration

January 30 @ 1:30 pm - 3:00 pm

Who Should Attend

This program will be of interest to estates practitioners of all experience levels.

About the Program

Estate administration involves multiple stakeholders, including beneficiaries, parents of minor beneficiaries, family members, creditors, and opposing lawyers, all of whom bring their own interests and goals to the table. Managing these competing expectations, particularly when your client is the executor, can be a delicate balancing act. This 90-minute webinar with experienced estates lawyer and popular presenter Lynne Butler will focus on practical strategies to help you navigate these complex dynamics and ensure a smooth and efficient administration process. Lynne will address essential topics such as holding a reading of the will, creating and using email lists, file management tools, delegating tasks, determining the appropriate level of transparency, and involving other professionals like accountants, valuators and realtors. You’ll also learn how to identify potential conflicts early on, including when to refer a party to a lawyer of their own.

Learning objectives:

  • Learn best practices to avoid misunderstandings and set expectations from the beginning
  • Gain practical tips to streamline communication and stay organized
  • Learn how to ensure the right people have the right responsibilities
  • Know when to bring in other professionals
  • Learn how to spot issues before they escalate

Don’t miss this opportunity to gain actionable insights on how to manage stakeholder expectations, minimize disputes, and keep the estate administration process on track. Register early and save!

Meet the Presenter

Lynne Butler is a lawyer, mediator, and writer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 20 years, thousands of wills drawn and hundreds of estates probated, Lynne joined the estates department of a leading trust company for a further seven years. She now practises law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, and trusts. Lynne has been interviewed by Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe & Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star and the Montreal Gazette, among other media. She is the former co-host of The Law Show and is the author of ten books about estate planning. She was the reviewer for Newfoundland and Labrador for LexisNexis Drafting Wills in Canada: A Lawyer’s Practical Guide, 3rd Edition. She has chaired the Wills and Estates Section of the Newfoundland and Labrador Bar Admissions Course since 2019.

Venue

Online