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Practice Checklists
Click on the links below to download a PDF copy:
The Do’s and Dont’s of Preparing for Online Consultations Checklist
The Do’s and Don'ts of Mediation Checklist
Preparing for an Estate Mediation Checklist
The Do’s and Don'ts of On-line Meetings Checklist
Oral Advocacy in Motions Checklist, by Craig Vander Zee and Kimberly Whaley
Use of Powers of Attorney in Real Estate Transactions Checklist, by Lawrence A. Enfield
Application for a Certificate of Appointment of Estate Trustee Without a Will Checklist
Presumption Of Resulting Trust Checklist
Civil and Criminal Remedies Elder Financial Abuse Checklist
Fiduciary Accounting Red Flags Checklist
ILA Checklist - Red Flags for Decisional Incapacity in the Context of a Legal Retainer
Guardianship of Property Checklist
Guardianship of Personal Care Checklist
Duties of an Attorney Under Power of Attorney for Property Checklist
Validity of a Continuing Power of Attorney for Property (“CPOAP”) Pursuant to the SDA (ON) Checklist
Misuses and Abuses Under a Continuing Power of Attorney for Property (“CPOAP”) Annotated Checklist
Capacity to Grant/Revoke a Continuing Power of Attorney for Property (“CPOAP”) Checklist
Financial Abuse Under a Continuing Power of Attorney for Property (“CPOAP”) Checklist
Duties of an Attorney Under Power of Attorney For Personal Care Checklist
Capacity Re: Estate Planning Context Checklist
Undue Influence in Estates and Related Matters Checklist
Estate Administration for Solicitors Advising Estate Trustees Checklist
Grounds To Attack An Inter Vivos Gift Or Wealth Transfer Checklist
Summary of Capacity Criteria Checklist
Tackling Financial Abuse of Elders Checklist
Charts
Revocation of Will Legislation: Cross-Provincial Examination
Cross Provincial Capacity Legislation Chart
Ontario Summary of Capacity Criteria Chart
The provided checklists are intended for the purposes of providing information only and are to be used only for the purposes of guidance. This information is not intended to be relied upon as the giving of legal advice and does not purport to be exhaustive. WEL Partners.
