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Wills & Personal Planning Resources


In honour of
Make-A-Will Week
Courthouse Libraries BC has prepared a list of resources for various audiences.

If you are dealing with: making a will, probate, being an executor, creating a personal planning document like a representation agreement, start your research by accessing the resources below.

Have a suggestion for this page? Email us.



The PDFs do not contain all the links available on this page. 
Instead, they are meant to give a summary overview of what is linked here. 

Feel free to print and distribute the PDF handouts, but please highlight the bit.ly URL that directs back to this page:

http://bit.ly/CLBCwills


For Lawyers and
Legal Professionals

Do Your Research Online

Law Society Practice Checklists

  • Will Procedure (PDF | Doc)
  • Testator Interview (PDF | Doc)
  • Will Drafting (PDF | Doc)
  • Probate & Administration Interview (PDF | Doc)
  • Probate & Administration Procedure (PDF | Doc)

WESA

Online Tools

  • CLE Document Builder - CLEBC provides a Document Builder which allows users to create downloadable wills templates with desired clauses. See Courthouse Libraries BC’s How-To Video. The Document Builder is available through Public Access Computers available at our branch locations. Alternatively, buy a subscription to the Wills Precedents - An Annotated Guide.

Due Diligence

Do Your Research at the Library

Guide to Wills & Estates
Gabrielle Komorowska
KN125.G841 - This guide is a practice manual containing instructions, precedents, tips, and detailed procedures. It is written and designed for readers of all levels of experience.

Wills Precedents: An Annotated Guide
Peter W. Bogardus, QC and Mary B. Hamilton
KN125.9.B63 - This publication is essential for all lawyers who draft wills in British Columbia. This collection of sample will clauses and documents includes BC-focused precedents. The annotations and commentary explain the use of optional clauses and the relevant law.

Wills, Estates and Succession Act Transition Guide
KN120.W55 C65 - The Wills, Estates and Succession Act and the new Probate Rules took effect on March 31, 2014. This WESA Transition Guide includes overviews of the WESA and the Probate Rules, detailed tables of concordance, annotations, and emerging transition issues.

British Columbia Probate and Estate Administration Practice Manual
KN127.B75 A2 - This is a practice-oriented guide for British Columbia legal professionals working in probate and estate administration. This manual provides steps on managing probate and estate matters, advice preparing and making applications, and handling difficult tax and conflict of laws issues.

A medical-legal approach to estate planning and decision making for older clients
KN122.M42L387 - This title of national and international papers features collaboration between the legal and healthcare professions. It includes lectures on: interviewing the older client and tips on consulting with medical practitioners. Online access is available at all CLBC Locations and lawyers can also access it in e-book format via the Reading Room under "Irwin Law eLibrary".

The Executor's Handbook
KN143.G73 2015 - This practical resource is designed to assist the administrator, executor or liquidator of an estate in the administration process. It contains information that applies across provinces and territories. The latest edition includes coverage of new BC estate legislation.

For Public Librarians and
Community Helpers

Do Your Research Online

QApic
Clicklaw: Common Questions

Wills, Estates and Succession Act - in force March 31, 2014

Online Tools

  • CLE Document Builder (advanced users) - The Continuing Legal Education Society of BC provides a Document Builder which allows users to create downloadable wills templates with desired clauses. See Courthouse Libraries BC’s How-To Video. The Builder can be accessed through Public Access Computers available at our branches.

Additional Resources

  • Law Society PLTC Practice Material: Wills - The Law Society’s bar admission course materials are available publicly with the proviso that readers must exercise their own judgment. Topics include: Preparing a Will and Wills Variation.
Do Your Research at the Library

Courthouse Library Print Resources

Guide to Wills & Estates
Gabrielle Komorowska
KN125.G841 - This guide is a practice manual for lawyers containing instructions, precedents, tips, and detailed procedures. However, it is written and designed for readers of all levels of experience.

Wills Precedents: An Annotated Guide
Peter W. Bogardus, QC and Mary B. Hamilton
KN125.9.B63 - This collection of sample will clauses and documents includes BC-focused precedents. The annotations and commentary explain the use of optional clauses and the relevant law.

Wills, Estates and Succession Act Transition Guide
KN120.W55 C65 - The Wills, Estates and Succession Act and the new Probate Rules took effect on March 31, 2014. This WESA Transition Guide includes overviews of the WESA and the Probate Rules, detailed tables of concordance, annotations, and emerging transition issues.

British Columbia Probate and Estate Administration Practice Manual
KN127.B75 A2 - This is a practice-oriented guide for British Columbia legal professionals. This manual provides steps on managing probate and estate matters, advice preparing and making applications, and handling difficult tax and conflict of laws issues.

Public Library Print Resources

General non-BC-specific backgrounders on wills:

The Canadian Guide to Will and Estate Planning, 3rd Edition
by Douglas Gray and John Budd (2011)

Write Your Legal Will in 3 Easy Steps, 3rd edition
by Tom Carter (2008)

For the Public
(Everyone)

Do Your Research Online

QApic
Clicklaw: Common Questions

Other Resources

Do Your Research at the Library

Guide to Wills & Estates
Gabrielle Komorowska
KN125.G841 - This guide contains instructions, practical examples, tips, and detailed procedures. It is written and designed for readers of all levels of experience.

Wills Precedents: An Annotated Guide
Peter W. Bogardus, QC and Mary B. Hamilton
KN125.9.B63 - This collection of sample will clauses and documents includes BC-focused forms. The notes and commentary explain the use of optional clauses and the relevant law.

Get Help


  • Access Pro Bono Wills Clinics - Vancouver, Victoria, Nanaimo. Free legal help with simple wills and representation agreements for low-income seniors (55+) and people with terminal illnesses. 604.424.9600 or 778.746.1810 or 1.877.762.6664 or willsclinic@accessprobono.ca

  • Access Pro Bono Roster Wills Program - Free help on non-lawsuit-related wills & estates matters for qualifying persons outside of the lower mainland. Contact Roster Coordinator Michelle Quigg: mquigg@accessprobono.ca

  • LSLAP Clinics - UBC’s Law Students Legal Advice Program helps low-income earners draft wills (requirements: no real estate, and estates/assets must be under $25,000) and other personal planning documents. 604.822.5791

  • UBC Indigenous Community Legal Clinic - Specific areas of assistance: Will Creation, Will Search, Letters of Administration, Powers of Attorney, and Representation Agreements. Requirements: live in the Lower Mainland, low income - little to no assets, no age limitation, must self-identify as Indigenous. Eligibility is determined case by case. 604-684-7334 or 1-888-684-7874 or iclc@allard.ubc.ca

  • Representation Agreement Forms - For those who want to get all their affairs in order, Nidus Personal Planning Resource Centre provides information on personal planning through their website and free DIY forms for Representation Agreements, with detailed guides. They also provide free monthly personal planning webinars as well as 20 minute appointments for personal help for a nominal fee.

  • MyLawBC - Can help you make a simple will that reflects your wishes and fits your situation. As you work with the site it will explain the decisions you’ll need to make when writing a will and at the end of the process will provide you with a simple form to fill out to create your will. Can also teach you about the personal planning documents you need to plan for future decision making about financial, legal, and health and personal care matters.

  • Lawyer Referral Service - Operated by the Canadian Bar Association BC Branch, the Lawyer Referral Service gives you a consultation with a lawyer for up to 30 minutes for a fee of $25 plus tax. Call 604.687.3221 or 1.800.663.1919, Mon - Fri, 8:30am to 4:30pm.

  • Find a Notary - Search for a notary public online or call 604.681.4516 or 1.800.663.0343

See Clicklaw HelpMap for more Wills and Estates help services. You can narrow down results by choosing multiple topics (e.g. Aboriginal law) and/or locations (e.g. Aboriginal law AND Quesnel) The HelpMap is updated with new and existing services every month.

Events

Various Dates & Recorded Webinars

Registries


Legislation





Page last updated May 11, 2016

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