Wills Estates and Succession Act

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WILLS ESTATES AND SUCCESSION ACT A look behind the scenes: From a Registrar’s Perspective

Transcript of Wills Estates and Succession Act

WILLS ESTATES AND SUCCESSION

ACT

A look behind the scenes: From a Registrar’s Perspective

Introduction:Chilliwack Law Courts

Wills Estates and Succession Act

Passed Third Reading September 24, 2009 Came into effect March 31, 2014

With Change comes “hick-ups”The CONTINUING LEGAL EDUCATION SOLIETY OF BRITISH COLUMBIA states:

“The new Wills Estates and Succession Act is a consolidation of long standing succession laws. It also contains many new provisions which will take time to

incorporate into a wills and estate practice, particularly where the courts will need to

interpret the legislative intent.”

With Change comes: “hick-ups”

“21 days”

Davies Estate 2014 BCSC 1233

With Change comes: “hick-ups”

JULY 1, 2015 ORDER IN

COUNCIL NO. 332

Top Reasons for Corrections:

Not proofreading documents

Top Reasons for Corrections:

Not proofreading documents

Places left unanswered

Top Reasons for Corrections: Not proofreading documents Places left unanswered

“also known as”

PART 1 — INFORMATION ABOUT THE DECEASED

Full legal name of deceased:...................................... Other names in which the deceased held or may have held an interest in property:123 etc.

Top Reasons for Corrections: Not proofreading documents Places left unanswered “also known as”

Wrong Registry result of “Court shopping”

Top Reasons for Corrections: Not proofreading documents Places left unanswered “also known as” Wrong Registry

Assets & Liabilities

May 4, 2012Master Baker

“unless a party can demonstrate how the ‘new’ value applies to the time of death, then the original estimate of value, as attested to in the first instance, should apply and no change to the values or

probate fees should occur”

Top Reasons for Corrections:

Not proofreading documents Places left unanswered “also known as” Wrong Registry Assets & Liabilities

To serve or not to serve

What WESA has done:

Stream lined the process

Cut down on misinformation

What the Registrar likes: Keep it clean

-delete all instructions

What the Registrar likes: Keep it clean

-delete all instructions

-remove all paragraphs that are not applicable

What the Registrar likes: Keep it clean

-delete all instructions

-remove all paragraphs that are not applicable

-using the latest forms (July 1, 2015)

“Darned if you do and darned if you don’t”

Nitpicky: why we are

Play it safe! Do as the Registrar asks

Learn the “tricks of the trade” for each Registry

Play it safe!

“Our decision is appealable, not arguable”

Conclusion: WESA has been crafted in a way that is

very user friendly Find out the process at a Registry and

see if it fits your needs and the needs of your client

If there is something out of the ordinary, or the forms do not give a complete story, let us know

…and last but not least:

Don’t call for

status updates!

Questions:(of a non-legal nature)