Recorded on June 29, 2021
Presentation material: PDF download
Free resource to create a will: https://mylawbc.com/paths/wills/
Resources for wills and estate on reserve: Legal Aid BC's publications
This session focused on incapacity, death and the blended family. It considered issues that may arise for individuals while preparing wills and other personal planning documents, such as Powers of Attorneys and Representation Agreements when there are complicated family structures in place.
2:41 Preamble - what is considered "blended family"?
04:10 Session outline
05:31 Type of documents for personal planning
6:21 Overview of Power of Attorney
8:53 What are the powers of an Attorney?
9:53 Representation Agreement s.9 - when the adult has full capacity
14:00 Representation Agreement s.7 - when the adult has borderline capacity
17:10 Fact pattern - a journey of personal planning
20:17 MyLawBC - a free resource to make a will
21:45 Tips for making a will
26:08 Executing a will
27:00 Limitations of MyLawBC
29:44 Questions and resources when an individual passes
32:54 Capacity - capacity is fluid
37:55 Capacity - undue influence
41:31 Wills and estate on reserve
Sonali Sharma, lawyer, Athena Law
Athena Law: https://athenalaw.ca/