Practice Tips for Providing Unbundled Services in Wills & Estates
This meeting is being hosted by the Unbundled Legal Services Section.
| Speaker(s): |
Nicole Garton of Heritage Law
Sonali Sharma of Athena Law |
| Time: |
Wednesday, April 17, 2019 - 5:30 pm - 7:00 pm (Pacific Time) |
| Location: |
Webinar/Teleconference |
| Meal Cost: |
N/A |
| CPD Hours: |
1.50
Please note that this is an estimate of the total hours of CPD that are being offered. Upon the conclusion of the meeting, an assessment will be made as to exactly how many hours will be approved. |
Synopsis
Wills and estates, like family law, is well-suited to the provision of unbundled legal services. Join us for a panel discussion on how to incorporate unbundled or limited retainer legal services into your wills and estates practice. This session will help you give clients value even where your services are limited, including assisting clients with probate applications, helping clients decide whether to make a will, and providing tips on navigating the legal system.
Nicole Garton of Heritage Law advises on all aspects of estate planning and administration including the preparation of wills, powers of attorney, representation agreements and trusts, as well as applications for probate and letters of administration. Nicole is the former Chair of the CBA Wills and Trusts Subsection (Vancouver).
Sonali Sharma started Athena Law because she saw a need for affordable unbundled legal services, particularly in the areas of Family (out-of-court) and Wills and Estates practice. Outside of work, Sonali is actively involved with the Access Pro Bono Wills Clinic.
Webinar/Teleconference
Sections host webinars from Internet-capable venues where significant interest has been expressed by Section members in attending remotely. This Section meeting will be offered as a teleconference or webinar depending on the resources and technology available at the venue.
Webinar or teleconference instructions will be sent to your email that we have on file one day prior to this meeting date. These instructions will indicate when you should log in, as the meeting may start a little later than expected, as members and speaker(s) may be setling in, or if there is a lunch/dinner component.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in at the meeting; failure to sign-in will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
