Estates, Trusts & Wills Resources on e-LiRN

Part of E-LiRN suite of resources

Wills, Estates and Trusts flyer for lawyers

Estates and Trust Source (Westlaw)

Estates & Trusts Source (ETS) is a collection of resources essential for an Estates, Trusts and Wills practice.

Designed to meet both the research and workflow needs of all three types of estates practitioners: planners, administrators and litigators, ETS will make it more easy and efficient for you to quickly create customized wills; find all related case law and legislation, and precedents and forms to deliver the best results for your clients.

Quick and easy access to all the resources you need for estate planning, estate administration, and litigation.

  • Histrop Estate Planning Precedents
  • Case Law, Probate Rules
  • Fillable Forms
  • Texts and annotations by leading experts including Schnurr’s Estate Litigation, Widdifield on Executors and Trustees, Waters’ Law of Trusts in Canada.

Text Collection on ETS

  • Estate Litigation, 2d ed. (Schnurr)
  • Estate Planning Handbook, 4th ed. (Allen and Quinlan)
  • Estate Planning Precedents (Histrop)
  • Ontario Estate Administration Manual (Armstrong)
  • Waters’ Law of Trusts in Canada, 5th ed. (Waters et al.)
  • Widdifield on Executors and Trustees (Theriault, ed.)
  • Canadian Encyclopedic Digest including: Charities, Absentees, Perpetuities, etc.
  • Law Journals and Articles from E.T.R.
  • Librarian resources guide for Estates including texts

Text Collection on Lexis+

  • Digital Asset Entanglement by  Sharon Hartung, et al.
  • Drafting Wills in Canada: A Lawyer’s Practical Guide – 3rd edition by Robyn Solnik, et al.
  • Executor’s Handbook (The) – 6th edition by Jennifer A. Greenan
  • Financial & Estate Planning for the Mature Client in Ontario by Margaret E. Rintoul et al.
  • Ontario Estate Administration – 9th ed. by Margaret E. Rintoul et al.
  • Power of Attorney Litigation – 2nd edition by Ian Hull et al.
  • Practitioner’s Guide to Estate Practice in Ontario (The) – 8th edition by Margaret E. Rintoul et al.
  • Trusts and Trust-like Devices: Translation and Interpretation by Irina Gvelesiani
  • Trusts in Common Law Canada – 4th ed.  by Dennis Pavlich

See also Halsbury’s 76 volumes (regularly reissued) on many Canadian legal topics including

  • Wills and Estates (2024 Reissue)

Text Collection on vlex

Estate Planning

ETS home page is built to allow you to efficiently handle any estates and trusts matter whether your practice involves estate planning, estate administration and estate litigation.

Whether you’re creating a simple will or a complex estate plan, our tools and resources will help you get the job done. Get access to fillable forms such as Trusts, Deeds, Domestic Contracts, Powers of Attorney, Life Insurance Declarations and many more.

Estate Administration

ETS:  Access commentary and practical guidance along with a collection of forms and letters used in estate administration. Fillable statutory and authored forms such as checklists, letters, and precedents reduce the time spent drafting, editing and entering repetitive information. Court forms are fully formatted according to varying provincial standards and ready for filing. Printable checklists ensure that you don’t miss any steps or information.

Pleadings, Motions and Facta

ETS:  Get the competitive advantage with access to actual Court Documents from leading Canadian Civil litigation actions. Gain a full understanding of legal arguments and be prepared with the insight you need to craft compelling arguments.

FORMS

  • ETS – Fillable forms in either RTF/PDF on ETS. These forms have been created based on precedents such as Schnurr’s Estate Litigation, Histrop’s Estate Planning Precedents.
  • Lexis+ Practical Guidance:  Wills, Trusts and Estates Module – see below
  • Ontario Court Forms – see Ontario Government Resources below

Lexis+ PRACTICAL GUIDANCE – Wills, Trusts and Estates module

A wide variety of will clauses, trust precedents, drafting notes, checklists & procedural diagrams.
Guidance & walkthroughs from top lawyers on drafting wills, administering an estate & more.
Valuable checklists and precedents on various estate litigation topics.
Informative commentary determining capacity, determining succession, debt and liability issues.

  • Will Drafting / Will Challenges
  • Incapacity Planning
  • Tax Treatment of Estates, Testamentary Trusts
  • Administering Wills & Estates
  • Amendments and Revocation of Wills
  • Estate Conveyancing
  • Considerations to Specific Spouses and Dependents
  • Estate Litigation

Practical Guidance Resources flyer

Dependants’ Relief Quantums

ETS:  Find out what a claim is worth in a matter of minutes. Access 30 years of Canadian Cases in which the courts have overruled the provision of a will and awarded a dependant from the estate assets.

Case Law & Legislation

ETS:  Estates and Trusts Reports (E.T.R. ) 1977 – present.

Legislation   All current federal, provincial legislation incl. Probate Rules on ETS.

 

Will Searching

See LiRN wiki page for information about how to search for a Will:   Will Searching Resources

How to Locate a Will or other documents (LSO)

Ontario Government Resources (for SRL)

See Administering Estates for lots of helpful resources.

Estate Court Forms (Ontario)

 

Additional Information

Link to Estates&TrustsSource on Westlaw

Link to Westlaw E-LiRN website

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