Law practice
Wills, Estates & Trusts legal workflows
Guided Canadian wills, estates & trusts workflows for research, analysis, drafting, review and jurisdiction-specific legal work product.
1,178 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 planning instructions memo
Last will and testament
Codicil or will amendment
Standalone will revocation instrument
Financial/property power of attorney or continuing/enduring POA
Personal-care POA, health directive, representation agreement, advance directive, or personal directive
Local incapacity authority planning review
Beneficiary designation review, change instruction, or revocation instruction
Joint-account, survivorship, gratuitous-transfer, or inter vivos gift intent memo
Probate/estate grant document checklist and data map
Application for probate, grant of probate, certificate of appointment, or equivalent with will
Application for administration without will or equivalent intestacy grant
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.