Webinars Webinar | Page 5 of 13 | Legal Innovation Forum

LIF InFocus | Residential Real Estate: Technology, Tools + Transformation

Streamlining Transactions with Legal Technology

In Association With

OVERVIEW

The residential real estate sector is undergoing a rapid transformation, driven by legal professionals adopting innovative tools to improve speed, security, and client service. From digital closings and ID verification to AI-assisted workflows and integrated conveyancing platforms, technology is reshaping how real estate law is practiced.

Join us for this insightful webinar as industry experts explore how legal technology is advancing the real estate transaction process. Discover emerging trends, practical tools, and real-world applications that are helping law firms meet the demands of today’s digital-first clients.

The session features a live product demonstration with David Richardson from LEAP Canada and Harrison Kelly, an Co-Founder and CEO of LawLabs, highlighting how the integration of Closer within LEAP’s legal software creates a seamless, end-to-end conveyancing experience.

themes + agenda

Trends + Drivers of digital transformation in residential real estate law
The Latest Tools for managing virtual closings, e-signatures, and remote ID verification
Real-time collaboration and automation strategies that improve compliance and client outcomes
Live demonstrations of LEAP + Closer integration in action

Don’t miss this opportunity to see how your firm can simplify conveyancing and deliver a better client experience through the power of legal technology.

Chair

Founder + CEO, The Legal Innovation Forum

Co-Founder and CEO, LawLabs

Business Development Manager, LEAP

Managing Partner, Bell Alliance

Lawyer, Sodagar & Company

IN ASSOCIATION WITH

British Columbia Estates Forum

White graphic image of curved lines meeting minimalist picture

Free to attend

Law Society of BC: This program is accredited for 2.25 hours of CPD

In Association With

In association with Hammerco Lawyers, The Legal Innovation Forum presents the British Columbia Estates Forum.

OVERVIEW

The Legal Innovation Forum is pleased to present the annual British Columbia Estates Forum – a virtual event focused on evolutions in BC’s estates ecosystem.

The estates ecosystem in BC is undergoing a significant transformation, driven by shifting demographics, evolving provincial legislations, complex family dynamics, and the increasing globalization of wealth.

As the province experiences an unprecedented transfer of assets between generations, legal professionals are facing more intricate estate planning and litigation scenarios, including those involving blended families, cross-border holdings, and digital assets.

Join us as we bring together lawyers, accountants, financial planners, insurance specialists, AI experts, and trustees to drive communication and collaboration between professionals navigating the complex estate landscape in BC.

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Session 1: CASE LAW UPDATES + LITIGATION TRENDS | 12:00 to 12:40PM PT

Litigation in British Columbia’s estates ecosystem is on the rise, driven by evolving demographics, complex family dynamics, and legislative changes. As the Wills, Estates and Succession Act (WESA) continues to shape litigation, disputes over wills and inheritances are becoming more frequent, fueled by increasing wealth transfers, blended families, and challenges of undue influence.

This opening session will outline the latest drivers and trends in litigation, and will review some of the new cases from 2024/2025 to keep you up to date on the development of case law in BC.

Case law updates
Drivers + trends fueling wills variation claims
Rising cases of elder financial abuse: Financial exploitation of vulnerable seniors and misuse of powers of attorney
Complex family structures + inheritance disputes: How blended families, estranged relationships, and competing beneficiary claims are contributing to increased litigation

Partner, Hammerco Lawyers

Associate Counsel, Hammerco Lawyers

Session 2: AI IS COMING FOR ESTATES: LEVERAGING OPPORTUNITIES AND DE-RISKING CHALLENGES IN THE AGE OF AI | 12:40 to 1:00PM PT

AI is transforming estate planning and administration by enhancing efficiency, reducing errors, and streamlining complex legal processes. Machine learning algorithms help detect potential risks, such as inconsistencies in estate plans or signs of undue influence. AI is also being used to manage digital assets, ensuring that online accounts and cryptocurrency holdings are properly accounted for in estate plans.

This presentation reveals how AI is reshaping the estates ecosystem in BC by making planning, administration, and litigation more efficient and data-driven.

Leveraging AI to streamline the process of drafting wills, trusts and POAs amid the rise of complex family structures
How is AI poised to redefine wealth forecasting and tax optimization?
Harnessing the latest offerings in AI to enhance your practice and reduce risk in the estate planning process
Executor tensions and personal liability

Founder + CEO Andrew Terrett Consulting

Session 3: BENEFICIARIES WITH DISABILITIES: KEY CONSIDERATIONS FOR LAWYERS, AND THE ROLE OF THE PUBLIC GUARDIAN AND TRUSTEE | 1:00 to 1:30PM PT

Lawyers and estate professionals must carefully address disability considerations to ensure the long-term financial security and well-being of beneficiaries with disabilities, including appointing responsible trustees or guardians, and planning for future care needs through representation agreements or power of attorney documents.

The Public Guardian and Trustee (PGT) of British Columbia also plays a vital role in protecting the interests of individuals who are unable to manage their own financial or legal affairs.

This session examines the role of lawyers and the PGT in guiding families through the estate planning process to protect the needs of a disabled beneficiary.

Preserving government benefits: Structuring estate plans to ensure individuals with disabilities retain access to income and support programs
Henson Trusts: Understanding trusts that allow assets to be managed for the beneficiary’s benefit without affecting government assistance eligibility
Role of the PGT: Protecting financial and legal interests of individuals who cannot manage their own affairs
Appointing a responsible trustee: Choosing a reliable trustee to manage assets in the best interest of the beneficiary
Challenging wills: Initiating litigation and representing parties under a disability

Partner, McLellan Herbert Locke LLP

Session 4: VIRTUAL SIMULATION: INTERGENERATIONAL AND INTERNATIONAL TRANSFER OF WEALTH | 1:30 to 2:15PM PT

This dynamic session features a roundtable of respected estate advisors who will lead a real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of a complex estate, including:

When a person dies: What happens when they have a will versus when they don’t have a will?
Navigating tax issues amid the Great Wealth Transfer, and the rise of gifting while living
Cross-border estate considerations: Families with assets or beneficiaries in multiple countries must navigate international inheritance laws and reporting requirements.
Challenges in estate planning: Complex family structures, varying tax laws, and different financial literacy levels among heirs create planning difficulties
Working with a roundtable of advisors

Shareholder, boughtonlaw

Counsel, boughtonlaw

Partner, Family Office Services MNP

Executive Trust Officer, TEP

Legal Counsel, Hammerco Lawyers

Leveraging Technology to Enhance Legal Practice in Real Estate

Free to attend
Law Society of BC: This program is accredited for 1.00 hours of CPD
This program contains 1.00 hour of professionalism content by The Law Society of Ontario

In Association With

OVERVIEW

Digital risk, fraud and identity verification create significant challenges for lawyers in the real estate space, particularly given the rise of remote transactions and digital real estate processes, together with shifting client expectations.

Traditional verification methods, such as physical document reviews and in-person meetings can be time-consuming, prone to human error, and susceptible to inaccuracy in an era of sophisticated cyber crime and fraud.

This webinar explores the growing threat of fraud and digital risk which are shaping legal frameworks in real estate, and offers transformative solutions through live technology demonstrations.

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Wednesday, April 9th, 2025 | 12:00 – 1:00PM EST

Drivers + trends in digital risk and fraud which are creating challenges for real estate lawyers ( + shifting client expectations)

Regulatory compliance: Using legal tech solutions to stay compliant with real estate and data protection laws

Navigating evolving law society rules and regulations: DIACC adoption plays a critical role in mitigating risks for real estate lawyers.

Simplifying workflows: Leveraging technology to streamline document management, improve accuracy, and speed up client onboarding with automation tools

Verifying client ID with compliant client ID verification technology: Live demo of IDV technology

Meet our speakers

Yigal Rifkind Barrister & Solicitor

Lawyer, LD Law

Product Manager, LDD

Chair

Founder + CEO, The Legal Innovation Forum

LIF inFocus | Capital Markets Part 1

3-PART WEBINAR SERIES

Free to attend

CANADA CPD ACCREDITATION:

Law Society of BC: This program is accredited for 1.00 hour of CPD

Law Society of Ontario: This event contains 30 minutes of Professionalism Content

US CLE ACCREDITATION:
The Florida Bar: Approved for CLE credits: General CLE credits: 1.0, Technology CLE credits: 1.0

The State Bar of Texas: This program is accredited for 1:00 hour for CLE

North Carolina State Bar: Approved for 1.00 CLE hour

The State Bar of Georgia: Under consideration for CLE accreditation

In Association With

OVERVIEW

The LIF InFocus: Capital Markets series brings together thought leaders and innovators to distill the critical insights needed to thrive in the ever-evolving North American private equity and venture capital ecosystems.

Join us for immersive discussions on three vital focus areas for change in 2025: The Deal Horizon, Private Equity and VCs, and Mastering AI. Led by expert panelists at the forefront of the legal and business ecosystems, each session will offer crucial insight into mitigating risk and harnessing opportunity in a risk-on world.

themes + agenda

PART 1: THE DEAL LANDSCAPE | MARCH 25, 12:00PM ET

As the world adapts to new political administrations, trade disruptions, and changing economic conditions, the M&A landscape is undergoing a profound transformation. In 2025, dealmakers are navigating a market shaped by geopolitical tensions, shifting interest rate policies, and evolving valuation expectations. At the same time, sector-specific momentum and the rise of cross-border transactions are fueling opportunities for growth. This report provides a comprehensive snapshot of the current M&A environment, highlighting key drivers of change, the most active sectors, and regional variations shaping global deal flow.

This webinar examines:

The M&A deal horizon: How the M&A market is evolving in light of new political administrations, both in the US and globally, interest rates and cost of capital, the new tariff and trade playbook, and shifting valuation expectations.

Market overview: Insights into the most active sectors for deals in 2025 (tech, healthcare, financial services, etc.).

The state of global deal flow: including regional variations and the rise of cross-border deals.

Chair

Founder + CEO, The Legal Innovation Forum

General Counsel, Valsoft Corporation

VP Corporate Development, Vertex

Associate, Clifford Chance

Partner, McMillan

Partner, Bennett Jones

IN ASSOCIATION WITH

LIF: Strategic Marketing

A LEGAL INNOVATION FORUM WEBINAR FOCUSED ON STRATEGIC MARKETING

LIF: Strategic Marketing

A LEGAL INNOVATION FORUM WEBINAR FOCUSED ON STRATEGIC MARKETING

The Business of Class Actions

A LEGAL INNOVATION FORUM WEBINAR FOCUSED ON THE BUSINESS OF CLASS ACTIONS

LIF: Intro to AI

A LEGAL INNOVATION FORUM WEBINAR FOCUSED ON THE INTRODUCTION TO ARTIFICIAL INTELLIGENCE

The Business of PI: Boosting success through strategy + partnerships

Free to attend
Law Society of Ontario: This program contains 1.5 hours of Professionalism Content
Law Society of BC: This program is accredited for 1.5 hours of CPD

In Associations With

Running a successful personal injury law firm requires a carefully executed business plan, including marketing and branding, hiring the right legal professionals, implementing the best technology – and perhaps most importantly, selecting appropriate third-party partners to support your business.

Leading personal injury firms in Canada work closely with insurance companies and tech companies to simplify processes and drive more accurate results.

Hear from our expert panelists as we explore the financial side of running a personal injury firm and the strategies required to stay ahead of the competition and boost the bottom line.

Discussion points include:
Defining and executing a business strategy for your firm
Navigating finances: Ensuring sustainable growth through financial management
Working with third-party partners: How to select the best partners + tech providers to support your business goals
Relationship building and client communication

Partner, Davidson Cahill Morrison

Founder, Valu8er Expert Reports

Managing partner, Diamond & Diamond

President, TheJudge

LIF Family Law InFocus: How to gain a competitive edge with AI

A LEGAL INNOVATION FORUM WEBINAR FOCUSED ON FAMILY LAW & GENERATIVE AI