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Use of Checklists in Will Planning

with Jordan Atin

Thursday, November 28, 2019

Learning Options:

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before November 1, 2019
$140.00 + HST

Register after November 1, 2019
$165.00 + HST

OR Get this webinar for $0 with an Individual Annual All Access Pass

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact

CPD Credit Hours:

CPID Credit Hours

ON: This program contains 1.0 Substantive hour and 0.5 Professionalism hours.

BC:This program has been approved for 1.5 CPD hours, including 0.5 hours of professional responsibility and ethics, client care & relations, and/or practice management.

SK: This program has been approved for 1.5 CPD hours, 0.5 hours of which qualifies as ethics.

NB: This program has been approved for 1.5 CPD hours.

Lawyers in all other mandatory CPD jurisdictions may count their actual attendance at the program towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario, and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome, Safari, Firefox, Internet Explorer), a wired (better than wireless) connection to the Internet of at least 2 Mbps, and Adobe Flash Player 12 or higher. You can test your internet speed/bandwidth here. You can find out whether you have Adobe Flash Player installed here. You can download the player directly here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program is designed for experienced estates practitioners who want to update their skills, and newer lawyers looking for a solid grounding in a wills and estates practice.

About the Program

Learn how to use checklists to improve efficiencies and reduce claims in your wills practice! Drafting wills may seem straightforward, but have you mastered the basic steps from client intake to file closing? Attend this information-packed presentation with leading estates lawyer Jordan Atin and get step-by-step guidance for handling key stages of a will drafting engagement. After attending this program you will:

  • Understand why checklists are important
  • Be more aware of the risks of will drafting and ways to protect yourself
  • Appreciate how technology can create a better client experience, and ensure no issues are overlooked
  • Have an effective, systematic process for serving will clients

Don’t miss this opportunity to acquire new tools to help ensure you have considered and dealt with all relevant factors when drafting a will. Seasoned and novice practitioners alike will appreciate this well-organized, time-saving reference, and the valuable take-away resources Jordan provides. Sign up early to avoid disappointment!

Meet Your Presenter

Jordan M. AtinJordan M. Atin is a Certified Specialist in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, he is Counsel to Hull & Hull LLP and an experienced estates mediator. He is a Past Chair of the OBA - Trust & Estates Section and a full member of the Society of Trusts and Estate Practitioners. He was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts and estates. Jordan is the founder of IWEE - the Institute for Wills and Estate Education (, which provides workshops for estate professionals. He is a contributing author to the well-known text “Estate Litigation” and his articles are referred to in many of Canada’s leading estates texts. Jordan’s book for non-lawyers, The Family War – Winning the Inheritance Battle, has been featured on Canada AM, BNN and in dozens of Canadian and US newspapers.

Program Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks


  • Why checklists are important
  • Insurance claims resulting from not using checklists

Client Information Checklist

Family Member Information Checklist

Asset Information Checklist

Additional Document Checklist

Interview Checklist

Planning and Drafting Checklist

Will Review Checklist

File Closing Checklist

Practice and Professionalism Issues

  • Reducing liability using checklists
  • Maintaining your file
  • Closing of Files and Storage of Wills

Program Wrap-up and Evaluation

Praise for Jordan Atin

"Jordan's approach provides a perfect balance – he referred to relevant case law and statute, but in the context of a real, everyday law practice."

"The precedents were very helpful."

"Very impressed... appreciate Jordan sharing his experience & practices with us & look forward to more."

"What makes Jordan's courses unique is his ability to cater to the mixed crowd of new and experienced counsel."

"I have been to dozens of CLE courses over the past 28 years and Jordan's courses are my favourite."

"Informative, enlightening and stimulating."

Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until November 1, 2019

Use of Checklists in Will Planning - Thursday, November 28, 2019 $140.00

After November 1, 2019

Use of Checklists in Will Planning - Thursday, November 28, 2019 $165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or

For technical information or assistance using this site contact:

Kyle Thompson at:
Tel: 613.723.1166 x 232