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TECH-ENABLED WILLS: SIMPLIFYING ESTATE PLANNING FOR ONTARIO LAWYERS

November 27

12:00 to 1:00 PM ET

Free to attend

This program is under consideration for CPD accreditation

In Association With

OVERVIEW

As Ontario’s legal landscape evolves, technology is playing an increasingly important role in how lawyers approach wills and estates work.

With intuitive software interfaces, standard document templates, and organized file structures, lawyers can streamline drafting, eliminate repetitive data entry, and free up time for providing client service. New tech is allowing lawyers from different practice areas to generate wills in minutes, while avoiding ambiguous language that could create uncertainty during probate or fuel disputes among trustees and beneficiaries.

This practical webinar explores how forward-thinking Ontario lawyers are leveraging technology to standardize processes and draft wills efficiently, ensuring compliance with Law Society of Ontario requirements. Join us to discover how innovation is reshaping estate planning in Ontario.

themes + agenda

Key themes

  • Drivers + Trends: What trends and shifting client demands are creating challenges in the legal practice of wills and estates?
  • Best Practices: Leveraging technology to strengthen compliance with probate and LSO client ID & verification requirements
  • Simplicity by design: Using digital tools to collect essential client data accurately, and streamline the will-drafting process
  • Boosting efficiency: Leveraging standard templates and uniform file layouts to save time and reduce errors
  • LDD Demonstrations: Legal tech in action

FEATURED SPEAKERS

Mauricio Osorio
Mauricio Osorio
Zia Waseer
Zia Waseer

Barrister & Solicitor, Waseer Law

Sachin Ryan Kharbanda
Sachin Ryan Kharbanda

Owner, Barrister & Solicitor, SRK Law Group

IN ASSOCIATION WITH
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