Third-Party Disclosure in Estate Matters: Court Orders, Privacy Legislation, and Best Practices

Presented by the CBA Alberta Wills & Trusts (South) Section

Third party disclosure in estate matters is rarely straightforward. In contested wills, disputes involving personal representatives, and incapacity challenges, key evidence often rests with government bodies and other third parties, including financial institutions and regulated service providers. Obtaining those records requires careful navigation of privacy legislation, institutional processes, and well crafted court orders.

This presentation examines how recent legislative changes and institutional restructuring in Alberta have altered the disclosure landscape. It explains how to ground requests in proper authority, draft proportionate and enforceable orders, and manage delay or resistance from record holders.

Third party disclosure extends beyond estate litigation. Attorneys, agents, guardians, trustees, and personal representatives in non contentious matters frequently require records for a donor or represented adult to administer property and act in the best interests of those they serve. The session outlines practical strategies to secure those records efficiently and effectively in both contentious and routine estate and adult representation matters.

PRESENTER

Eleanor Carlson (Partner, Carbert Waite LLP)

MEETING DETAILS

Participant Disclaimer
Due to rising food costs, we cannot accommodate drop-in attendees. If you have not registered for the in-person event by the RSVP deadline indicated above and would still like to attend the event, you are welcome to register by webcast or watch the recording on demand once it is available.

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Cancellations made no later than 48 hours prior to the event are eligible for a refund. On-demand or non-subscribers who confirm and do not attend will still be charged the registration fee. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to attend.