Unbundled Legal Services Section Meeting 

Apr. 17, 2019
Vancouver BC

Veuillez notez, cet événement ne sera disponible qu'en anglais.

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: Courthouse Libraries (Columbia Room), 800 Smithe Street (3rd Floor), Vancouver, BC
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.

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.

Note: In-person attendees should bring their Law Society ID in order to access Courthouse Libraries after-hours.

Accessibility & Inclusiveness
The CBABC provides access to Section activities for all members. The facilities for this meeting may be wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC Sections at sections@cbabc.org.

We also welcome your suggestions for enhancing the inclusiveness of our activities.

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).


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