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Managing Expectations in Estate Administration

with Lynne Butler

Thursday, January 30, 2025

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 and video 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 January 10, 2025
$140.00 + HST

Register after January 10, 2025
$165.00 + HST

Groups Save!

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

CPD Credit Hours:

Credit Hours

CPD Hours (live presentation*)

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

BC: This program has been approved for 1.5 CPD hours, including 1.0 hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program qualifies for 1.5 CPD hours (1.0 of which qualify as ethics hours) under the Law Society of SK CPD Policy.

Lawyers in other mandatory CPD jurisdictions may count their attendance 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.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information:

Live webinars allow you to hear and view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth 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 will be of interest to estates practitioners of all experience levels.

About the Program

Estate administration involves multiple stakeholders, including beneficiaries, parents of minor beneficiaries, family members, creditors, and opposing lawyers, all of whom bring their own interests and goals to the table. Managing these competing expectations, particularly when your client is the executor, can be a delicate balancing act. This 90-minute webinar with experienced estates lawyer and popular presenter Lynne Butler will focus on practical strategies to help you navigate these complex dynamics and ensure a smooth and efficient administration process. Lynne will address essential topics such as holding a reading of the will, creating and using email lists, file management tools, delegating tasks, determining the appropriate level of transparency, and involving other professionals like accountants, valuators and realtors. You’ll also learn how to identify potential conflicts early on, including when to refer a party to a lawyer of their own.

Learning objectives:

  • Learn best practices to avoid misunderstandings and set expectations from the beginning
  • Gain practical tips to streamline communication and stay organized
  • Learn how to ensure the right people have the right responsibilities
  • Know when to bring in other professionals
  • Learn how to spot issues before they escalate

Don't miss this opportunity to gain actionable insights on how to manage stakeholder expectations, minimize disputes, and keep the estate administration process on track. Register early and save!

Meet Your Presenter

Lynne Butler

Lynne Butler is a lawyer, mediator, and writer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 20 years, thousands of wills drawn and hundreds of estates probated, Lynne joined the estates department of a leading trust company for a further seven years. She now practises law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, and trusts. Lynne has been interviewed by Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe & Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star and the Montreal Gazette, among other media. She is the former co-host of The Law Show and is the author of ten books about estate planning. She was the reviewer for Newfoundland and Labrador for LexisNexis Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition. She has chaired the Wills and Estates Section of the Newfoundland and Labrador Bar Admissions Course since 2019.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Setting Clear Expectations

Identifying Potential Conflicts and Establishing Boundaries

Practical Tools to Improve Efficiency

Program Wrap-up and Evaluation

Praise for Past Programs

"Super practical. I learned a lot."

"Excellent presenter - well organized, thorough and very practical. Appreciated all the personal examples and explanations she shared."

"Liked getting the slides and sample letters. Always nice to have examples from good lawyers."

"Very informative, polished presentation. Top marks all around."

"I've been doing wills work for 5 years and found everything useful. Would definitely recommend."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until January 10, 2025

Managing Expectations in Estate Administration with Lynne Butler, Thursday, January 30, 2025
$140.00

After January 10, 2025

Managing Expectations in Estate Administration with Lynne Butler, Thursday, January 30, 2025
$165.00

Groups Save!

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

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

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