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OC-62573By exploring practical examples for onboarding a new client and managing a legal matter from start to finish, this presentation walks participants through how to design clear, practical workflows that improve efficiency, client experience, and team collaboration. Along the way, we’ll discuss where workflows often break down, how to fix them, and simple mapping tools you can use. This on-demand program was originally broadcasted as a live webinar on January 13, 2026. Total running time is 58 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62555This on-demand program highlights common traps lawyers encounter when acting on mortgage transactions, offering practical guidance on how to spot them, avoid errors, and manage lender relationships effectively. This on-demand program was originally broadcasted as a live webinar on December 9, 2025. Total running time is 56 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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62555.01This paper reviews twenty key Alberta decisions from 2025 concerning wills, estates, and related areas of capacity, undue influence, and estate administration. These cases collectively demonstrate the Alberta courts’ continued emphasis on testamentary intention, the importance of procedural compliance in estate administration, and a careful balance between capacity, undue influence, and rectification principles. The summaries are organized thematically to assist practitioners in identifying key trends and takeaways. These materials were presented at LESA’s Wills and Estates: Case Law Update 2025 webinar on December 10, 2025.
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OC-PF-LSSThis course explores topics related to working with legal support staff, such as delegation, supervision, professional responsibility, communication strategies, and providing feedback. It will take approximately one hour to complete.
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62541.01Estate practitioners are tasked with the challenging responsibility of assisting clients and the Courts to navigate through the ever-changing legal landscape surrounding AIPs. This paper explores the implications of adult interdependent relationships and how they are treated in the estate context in Alberta. These materials were presented at LESA’s Were they AIPs? A Comprehensive Review of Adult Interdependent Relationships in the Estate Context webinar on November 24, 2025.
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62530.05Organization is key to being an effective lawyer. It is a crucial skill in the management of a busy practice. This paper explores the importance of file organization with helpful tips and examples. These materials are part of a collection presented at LESA’s Family Law Conference (Kananaskis) program in Kananaskis on October 24–25, 2025.
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62530.04Creating and maintaining a good filing system is instrumental to moving any file forward. This paper explores strategies for developing a well-organized filing system to help improve overall efficiency over time. These materials are part of a collection presented at LESA’s Family Law Conference (Kananaskis) program in Kananaskis on October 24–25, 2025.
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62530.01These materials are part of a collection presented at LESA’s Family Law Conference (Kananaskis) program in Kananaskis on October 24–25, 2025.
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OC-62541Estate practitioners are tasked with the challenging responsibility of assisting clients and the courts with navigating the ever-changing legal landscape surrounding AIPs. Explore the implications of adult interdependent relationships and how they are treated in the estate context in Alberta. This on-demand program was originally broadcasted as a live webinar on November 24, 2025. Total running time is 1 hour.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62540-4Examine Canadian case law that comments on the use of AI by lawyers. This on-demand program was originally presented as an in-person program titled Wills on October 30, 2025. Total running time is 1 hour, 7 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62540-3This on-demand program provides an overview of Canadian estate taxation, with topics including terminal year filing requirements, computing income at death, deemed dispositions and exceptions, and special rules for farm and resource properties. This on-demand program was originally presented as an in-person program titled Wills on October 30, 2025. Total running time is 1 hour, 15 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62540-2Examine clauses that are commonly included in wills, such as trusts for children, personal property, mediation and arbitration, funeral instructions, digital assets, no bond required, common disaster, life insurance, RRSP, RRIF, Pensions, and TFSA. This on-demand program was originally presented as an in-person program titled Wills on October 30, 2025. Total running time is 1 hour.Choose license This product has multiple variants. The options may be chosen on the product page
