Visit your local courthouse library to use this key estates and trusts database to answer your estates/trusts related research queries, quickly and efficiently including case law, textbooks, legislation and other commentary. Experienced library staff can assist you with your query as well. Estates&TrustsSource is available to all lawyers in Ontario to use at their local courthouse library.
Efficiently handle any estates and trusts matter, whether your practice involves estate planning, estate administration, or estate litigation. For detailed information please see: Estates&TrustsSource (Westlaw Canada) LiRN subscription.
Workflow Solutions / Precedents and Forms
Quick points of access to the material estates and trusts practitioners use most often, conveniently divided into Estate Planning, Estate Administration, and Estate Litigation.
Create customized, authoritative documents in minutes utilizing precedent clauses from Histrop’s Estate Planning Precedents. Reduce the time spent drafting and researching alternate clauses and gain efficiency in preparing high-quality, client-ready wills. Precedents include complete sample wills, will clauses, will drafting checklists, domestic contracts, powers of attorney, life insurance declarations, and precedents related to trusts. Precedents, available as downloadable, fillable forms.
Texts
- Estate Litigation, 2nd Edition (Brian A. Schnurr)
- Estate Planning Handbook (John Pearson Allen and Brian J. Quinlan)
- Estate Planning Precedents: A Solicitor’s Manual (Lindsay Ann Histrop)
- Waters’ Law of Trusts in Canada, 5th Edition (Donovan W.M. Waters, Mark R. Gillen, Lionel D. Smith)
- Widdifield on Executors and Trustees, 6th Edition (Carmen S. Thériault)
Newsletters
- Estates and Trusts Law Newsletter (Lori M. Duffy)
- Estates and Trusts Reports: Full text articles, annotations, and case comments (1992- )
Cases
A comprehensive collection of case law including Estates and Trusts Reports (E.T.R.)
Legislation, Rules and Concordances
- A comprehensive collection of estate planning and administration Legislation and Rules
- Canada Revenue Agency Publications
- CRA Selected Income Tax Folios (Estate Planning Precedents, Appendix F)
- Canadian Bar Association Concordances
Canadian Encyclopedic Digest – Selected Chapters
- Absentees
- Burial and Cremation (Ontario)
- Charities
- Devolution of Estates (Ontario)
- Execution (Ontario)
- Executors and Administrators (Ontario)
- Family Law—Divorce
- Family Law—General
- Family Law—Property
- Gifts
- Income Tax
- Insurance—General
- Mental Incapacity (Ontario)
- Pensions—Private
- Pensions—Public
- Perpetuities and Accumulations
- Trusts
- Wills
Check our CPD and Other Events page to find live Estates&TrustsSource training dates that are CPD-accredited for Professionalism.
For more information, please see Estates&TrustsSource by WestlawCanada (LiRN subscription).