Dear Colleagues, Like many of you, our practice has been greatly affected by recent events.  If you are contemplating implementing technology to continue to deliver client services, we hope we can share some of our experience with you. Learn more.

Blog Posts

Weekly Webinar Series

Past Webinars

Week 16: Ian Hull and Jordan Atin continue their discussions on estate planning in a COVID-19 world. This week’s topic: advising clients regarding the succession of vacation properties.

Week 15: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on estate planning in a COVID-19 world.

Special Webcast: Ian Hull and Jordan Atin are joined by Chris Nobes and Neil de Gray from Duff & Phelps to discuss Estate Freezes: Value Creation/Preservation During Covid-19.  Click here for slide show

Week 14: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 13: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 12: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 11: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 10: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 9: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 7: Ian Hull, Suzana Popovic-Montag and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 6: Ian Hull and Jordan Atin continue their discussions on the ever changing landscape for wills and estates practitioners in a COVID-19 world.

Week 5 Continued: Ian Hull and Jordan Atin review the new emergency Order confirming a Will and Power of Attorney can be signed by witnesses on separate documents in counterpart.

Week 5: Ian Hull, Suzana Popovic-Montag and Jordan Atin discuss more ideas to make the wills practice stronger and safer & review probable upcoming changes in legislation.

Week 4: Ian Hull and Jordan Atin discuss innovative ideas to make the wills practice stronger and safer and review online technology for wills through the eState Planner.

Week 3: Ian Hull and Jordan Atin discuss the recent legislative amendments regarding the execution of Wills and POAs

Week 2: General Q&A with Ian Hull and Jordan Atin focusing on practice points and tips in a COVID-19 world. (Video Wills, Probate Applications, Undue Influence/Testamentary Capacity, POA’s and Virtual Mediation)

Week 1: General Q&A with Ian Hull and Jordan Atin