Notary practice
Wills, Estates, Capacity & Personal Planning legal workflows
Guided Canadian wills, estates, capacity & personal planning workflows for research, analysis, drafting, review and jurisdiction-specific legal work product.
5,455 indexed workflowsCanadian English and Quebec FrenchJurisdiction-specific
Representative legal work
Examples from the current indexed collections. TruLexa matches the workflow to the jurisdiction, matter record and requested work product.
Estate inventory and valuation schedule
Jurisdiction-specific financial incapacity-planning instrument
Ontario continuing power of attorney for property
Probate or equivalent application proving a will
Ontario power of attorney for personal care
Jurisdiction-specific personal-care or health-care planning instrument
Client reporting and limited legal-opinion letter for a completed wills, estate, capacity, or trust task
Applicant affidavit for an estate grant
Enduring or continuing power of attorney for property
Notice of estate-grant application
Financial incapacity instrument
Personal directive
From matter record to legal work product
1
Scope
Jurisdiction, mandate, facts, sources and deliverable.
2
Analyze
Issues, evidence, governing law and unresolved gaps.
3
Produce
Research, draft, review, form or document automation.
4
Verify
Primary sources, requirements and professional approval.