Wills, Estates and Trusts

• Alberta wills & estates legislation by Anne De Villars Table of Contents
• Alberta wills and estates practice manual by Legal Education Society of Alberta Table of Contents
• Estate Litigation, 2nd by Brian Schnurr  Table of Contents
• Estate Planner’s Handbook, 5th ed. by Robert Spenceley Table of Contents
• Estate Planning Handbook, 5th ed. by John Allen & Brian Quinlan Table of Contents
• Estate Planning for the Blended Family by L. Paul Hood Jr. & Emily Bouchard  Table of Contents
• Mediating Estate Disputes by Susan Easterbrook & Francine Herlehy  Table of Contents
• You Can’t Take it With You : Common-Sense Estate Planning for Canadians, 5th ed. by Sandra Foster  Table of Contents

• Executor’s handbook, 6th ed. by Jennifer Greenan  Table of Contents
• How Executors Avoid Personal Liability: a handbook for executors and beneficiaries by Lynn Butler  Table of Contents
• So you’ve been appointed executor, 3rd ed. by Tom Carter Table of Contents
• Widdifield on executors and trustees, 6th ed. by Carmen Theriault  Table of Contents
• Williams, Mortimer and Sunnucks on executors, administrators and probate, 21st ed. by Edward Williams, Herbert Mortimer, and J.H.G. Sunnucks Table of Contents

• Drafting personal directives and enduring powers of attorney by Legal Education Society of Alberta Table of Contents
• Powers of attorney and capacity practice and procedure by Jasmine Sweatman Table of Contents
• Enduring powers of attorney and personal directives by Legal Education Society of Alberta Table of Contents
• Preparation of wills and powers of attorney : first interview to final report, 4th ed. by Mary MacGregor Table of Contents – includes CD

• Constructive trust claims by Legal Education Society of Alberta Table of Contents
• Drafting trusts & will trusts in Canada, 4th ed. by James Kessler & Fiona Hunter Table of Contents – includes CD
• Drafting your first trust by Legal Education Society of Alberta  Table of Contents
• Law of trusts, 3rd ed. by Eileen Gillese  Table of Contents – Also available as an e-text
• Lewin on Trusts, 20th ed. by Lynton Tucker, Nicholas Le Poidevin, James Brightwall  Table of Contents 
• Oosterhoff on trusts : text, commentary and materials, 9th ed. by A.H. Oosterhoff  Table of Contents
• Snell’s Equity, 34th ed. by John McGee   Table of Contents
• Trusts in Common-law Canada, 3rd ed. by Dennis Pavlich  Table of Contents
• Waters’ law of trusts in Canada, 4th ed. by Donovan Waters Table of Contents

• 48th annual refresher course, wills & estates : Lake Louise, Alberta by Legal Education Society of Alberta Table of Contents
• Capacity and undue Influence, 2nd ed. by John Poyser Table of Contents
• Challenging the validity of wills by Ian Hull Table of Contents
• Drafting wills in Canada : a lawyer’s practical guide, 2nd ed. by Robin Solnik Table of Contents
• Drafting your First Will by Legal Education Society of Alberta Table of Contents
• Feeney’s Canadian Law of Wills, 4th ed. by James MacKenzie Table of Contents
• Mistakes in wills in Canada by Stanley Sokol Table of Contents
• Oosterhoff on wills, 8th ed. by A.H. Oosterhoff Table of Contents
• Preparation of wills and powers of attorney : first interview to final report, 4th ed. by Mary MacGregor Table of Contents – includes CD
• Williams on wills, 10th ed. by C.H. Sherrin Table of Contents
• Wills and Estates, 4th ed. by Derek Fazakas Table of Contents

Surrogate Forms – non-contentious matters

• Alberta probate kit : everything you need to probate or administer an estate, 2nd ed. by Lynne Butler Table of Contents
• Alberta surrogate forms by Legal Education Society of Alberta Table of Contents (Includes CD of fillable forms)
• Alberta wills and estates practice manual by Legal Education Society of Alberta Table of Contents 
• Canadian Forms & Precedents : Wills & Estates, 2nd ed. by Margaret Rintoul Table of Contents Also available through Lexis Advance® Quicklaw®
• Drafting personal directives and enduring powers of attorney by Legal Education Society of Alberta Table of Content
• Drafting trusts & will trusts in Canada, 4th ed.by James Kessler & Fiona Hunter Table of Contents 
• Drafting wills in Canada : a lawyer’s practical guide, 2nd ed.by Robyn Solnik & Mary-Alice Thompson Table of Contents
• Drafting your First Will by Legal Education Society of Alberta Table of Contents
• Estate planning precedents: a solicitor’s manual by Lindsay Histrop Table of Contents 
• Living Wills Kit, 2nd ed. by Tom Carter Table of Contents
• O’Brien’s encyclopedia of forms, 11th ed. by John Honsberger  Div. 5 Wills & Trusts
• Power of Attorney Kit, 10th ed. by Stephen Georgas Table of Contents
• Preparation of wills and powers of attorney : first interview to final report, 4th ed.by Mary MacGregor  Table of Contents
• Tax Planned Will Precedents, 4th ed. by Alison Scott Butler Table of Contents
• Write your Legal Will in 3 Easy Steps, 3rd ed.by Tom Carter Table of Contents

• Estates and trusts reports (ETR)

• ICLR
• LexisAdvance® Quicklaw®
• vLex Justis
• WestlawNext Canada

• Adult Guardianship and Trusteeship Act, SA 2008 c. A-2
• Adult Guardianship and Trusteeship (Ministerial) Regulation, Alta Reg 224/2009
• Adult Guardianship and Trusteeship Regulation, Alta Reg 219/2009
• Dower Act, RSA 2000, c D-15
• Forms Regulation, Alta. Reg. 39/2000
• Estate Administration Act, SA 2014 c E12.5
• Human Tissue and Organ Donation Act, SA 2006, c H-14.5
• Human Tissue and Organ Donation Regulation, Alta Reg 196/2009
• Personal Directives Act, RSA 2000, c P-6
• Personal Directives (Ministerial) Regulation, Alta Reg 26/1998
• Powers of Attorney Act, RSA 2000, P-20
• Public Trustee Act, SA 2004, c P-44.1
• Surrogate Rules, Alta Reg 130/1995
• Trustee Act, RSA 2000, c T-8
• Wills and Succession Act, SA 2010, c W-12.2
• International Wills Registration System Regulation, Alta Reg 8/2012

 To access or purchase the official version, go to: Alberta Queen’s Printer

• Wills – Uniform Law Conference of Canada

Canadian encyclopedic digest (C.E.D.) (Western), 4th ed.

 Sections relevant to wills and estate law include: 

• Executors and Administrators
• Medical Incapacity (Western)
• Trusts
• Wills

Available electronically through: WestlawNext Canada

Halsbury’s laws of Canada

This multi-volume set includes coverage of Federal, Provincial & Territorial legislation. It explains the legislation and cases which govern wills and estate law issues in every jurisdiction in Canada.

Titles related to wills and estate law include:

• Wills and Estates (HWE)

Additional information may be found under other topical headings.

Also available electronically through : LexisAdvance Quicklaw

• Estates, trusts & pensions journal (Est Tr & Pensions J)
  Formally Estates and trusts journal and Estates and trusts quarterly

• HeinOnline
• Lexis Advance® Quicklaw®
• vLex Justis
• WestlawNext Canada

• Alberta Human Services – Forms – Guardianship, trusteeship and personal directives
• Alberta Human Services – Office of the public guardian & trustee (OPGT)
• Alberta Justice and Solicitor General – Wills
• Dial-A-Law  1-800-332-1091
• Older Adults Knowledge Network (Oaknet)
• Service Alberta  –  Death and vital statistics information

• Canadian Bar Association – National Wills Estates and Trusts Section 
• Canada Revenue Agency – Forms for executors and administrators

• Adult Guardianship and Trusteeship Act
• Alberta Human Services – Forms – Guardianship, trusteeship and personal directives
• Being an agent
• Being an attorney
• Being a Personal Representative
• Enduring power of attorney
• Guide to capacity assessment under the personal directives act
• History and description of the public trustee
• Making a personal directive
• Making a power of attorney
• Making a will
• Personal directives
• Personal directive registry
• Planning your own funeral
• Preparing a will
• Public trustee as the representative of a deceased person’s estate
• What to do when someone has died
• Wills Personal Directives Powers of Attorney