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LSLAP File Administration Policy for Probate and Estate Administration (16B:IV)

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This chapter is specific to LSLAP clinicians. It sets out internal LSLAP practice and policy regarding Wills & Estateswills & estates.

A. LSLAP File Administration Policy – ProbateEdit

LSLAP does not advise clients on probate issues. Such clients should be referred to a private lawyer. The potential liability in administering estates is too great to permit greater student involvement; the client should always be referred to a lawyer.

B. LSLAP File Administration Policy – TaxationEdit

Estate taxation is complicated. Clients should be referred to lawyers who specialize in these matters or the CRA, which has agents who specialize in estate taxation.

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