Probate and Estate Administration Glossary (16B:App A)

LSLAP Manual
This page is from the Law Students Legal Advice Program‎ Manual. See the full contents.
LSLAP Manual
Introduction
Chapters
1. Criminal Law · I. Introduction · II. Governing Legislation and Resources · III. Etiquette · IV. Criminal Charges · V. Substantive Law · VI. Resolving Prior to Trial · VII. Pleading Not Guilty/Trial · VIII. Other Issues · IX. Charter of Rights and Freedoms · X. LSLAP Policies · XI. Information for LSLAP Students · XII. Etiquette for Law Students · XIII. Practice Recommendations · Appendix A: Initial Sentencing Position · Appendix B: Diversion Application · Appendix C: Sentencing Hearing · Appendix D: Trial Books · Appendix E: Glossary
2. Youth Justice · I. Introduction · II. Governing Legislation and Resources · III. Youth Criminal Justice Act · IV. Youth Justice (British Columbia) Act · Appendix A: Glossary
3. Family Law · I. Introduction · II. Governing Legislation and Resources · III. Marriage · IV. Divorce · V. Uncontested Divorce · VI. Simple Divorce Procedure · VII. Alternatives to Divorce · VIII. Assets · IX. Spousal and Child Support · X. Interjurisdictional Support Orders · XI. Custody, Guardianship, and Access · XII. Children and the Law · XIII. Adoption · XIV. Name Changes · XV. Court Procedures · Appendix A: Glossary
4. Victims · I. Introduction · II. Governing Legislation and Resources · III. Avenues to Address Crime · IV. Victims of Violence in Relationships · V. Seniors and Others with Disabilities · VI. Victims of Human Trafficking · VII. Referrals and Follow-up
5. Public Complaints · I. Introduction · II. Governing Legislation and Resources · III. Steps to Take · IV. Privacy or Access to Information · V. Complaints against the Police · VI. Complaints against Security Guards · VII. The Right to Vote · VIII. Complaints regarding UBC · IX. Complaints regarding SFU · X. Complaints against Doctors · XI. Complaints against Lawyers · Appendix A: Glossary · Appendix B: Sample Notice Letter
6. Human Rights · I. Introduction · II. Governing Legislation and Resources · III. BC Human Rights Code · IV. Canadian Human Rights Act · V. BC Civil Rights Protection Act · VI. Rights of the Child · VII. LSLAP's Role
7. Workers' Compensation · I. Introduction · II. Governing Legislation and Resources · III. Limitation Periods · IV. Compensation Claims · V. Occupational Diseases · VI. Claim Benefits · VII. Appeals · VIII. Health and Safety Regulations · IX. Assessments of Employers · X. Fair Practices Officer · XI. LSLAP's Role · Appendix A: Abbreviations · Appendix B: Referrals · Appendix C: Resources · Appendix D: Claims Process · Appendix E: Checklist for Interviews · Appendix F: Checklist for Appeals · Appendix G: Sample Authorization Form
8. Employment Insurance · I. Introduction · II. Governing Legislation and Resources · III. Qualifying for EI · IV. Types of Benefits · V. Benefit Period · VI. Quantifying Benefits · VII. Benefit Entitlement · VIII. Penalties, Violations, and Offences · IX. Keeping Out of Trouble · X. Timing for Reporting · XI. Overpayment and Collections · XII. Reconsideration · XIII. Social Security Tribunal · XIV. Appeals · XV. Payment Pending Appeal · XVI. Judicial Review · XVII. Authorization for Representatives · Appendix A: Initial Application Checklist
9. Employment Law · I. Introduction · II. Governing Legislation and Resources · III. Checklist · IV. Preliminary Matters · V. Employment Issues · VI. Remedies · VII. Strategies and Tips · Appendix A: Glossary
10. Creditors and Debtors · I. Introduction · II. Governing Legislation and Resources · III. Creditors' Remedies · IV. Debtors' Options · V. Dealing with Debt · Appendix A: Relevant Forms · Appendix B: Examination Checklist
11. Consumer Protection · I. Introduction · II. Governing Legislation and Resources · III. Contracts for Sale of Goods · IV. Consumer Protection · V. Direct Sales · VI. Conditional Sales Contracts · VII. Motor Dealer Act · VIII. Miscellaneous · IX. Consumer Transactions
12. Auto Insurance (ICBC) · I. Introduction · II. Governing Legislation and Resources · III. Compulsory Coverage · IV. Optional Insurance · V. Personal Injury Claims · VI. Out-of-Province
13. Motor Vehicle Law · I. Introduction · II. Governing Legislation and Resources · III. At the Roadside · IV. Duties after a Collision · V. Violation Tickets · VI. Provincial Offences · VII. Vehicle Impoundment · VIII. Superintendent · IX. Drugs and Alcohol · X. Federal Offences · XI. Driving While Prohibited · XII. ICBC Breaches · XIII. Bicycles · XIV. LSLAP Program Information · Appendix A: Examples of Penalty
14. Mental Health Law · I. Introduction · II. Governing Legislation and Resources · III. Theory and Approach · IV. Legal Rights · V. Patient Admission · VI. Voluntarily Admitted · VII. Involuntarily Admitted · VIII. Criminal Code · IX. Complaints · X. References · Appendix A: Second Opinion · Appendix B: Near Relative
15. Guardianship · I. Introduction · II. Governing Legislation and Resources · III. Overview · IV. Power of Attorney · V. Representation Agreements · VI. Advance Directives · VII. Committeeship · VIII. Adult Abuse · Appendix A: EPOA · Appendix B: Notice of Revocation
16A. Wills and Planning · I. Introduction · II. Governing Legislation and Resources · III. Making and Executing · IV. Mistakes and Alterations · V. Revocation · VI. Will Variation Claims · VII. Intestacy · VIII. Property · IX. First Nations and Wills · X. Health Care Decisions · XI. LSLAP File Administration Policy · Appendix A: Questionnaire · Appendix B: Checklist · Appendix C: Glossary
16B. Probate and Administration · I. Introduction · II. Duties of a Personal Representative · III. Taxation: RRSP & RRIF & TFSA · IV. LSLAP File Administration Policy · Appendix A: Glossary
17. Citizenship · I. Introduction · II. Governing Legislation and Resources · III. Who is a Canadian Citizen? · IV. Advantages & Responsibilities · V. Citizenship Grants · VI. Applying for Citizenship Grant · VII. Loss of Citizenship · VIII. Proof · IX. Search of Citizenship Record · X. Referrals
18. Immigration · I. Introduction · II. Main Sources · III. Players · IV. Categories of Persons · V. PR Application · VI. IRB · VII. Loss of PR · VIII. Removal Orders · IX. Appeals · X. Offences · XI. Issues at Sentencing · XII. Contacts
19. Landlord and Tenant Rights · I. Introduction · II. RTA Coverage · III. Tenancy Agreements · IV. Moving in · V. Security Deposits · VI. Repair and Service · VII. Rent Increase · VIII. Tenant's Rights · IX. Subletting and Assignment · X. Termination/Eviction · XI. Dispute Resolution · XII. Common Law · XIII. Strata Law · XIV. Assisted Living · XV. Commercial Tenancies · XVI. Mobile Homes · XVII. Income Assistance · XVIII. Illegal Suites · XIX. Forms · XX. Governing Legislation and Resources
20. Small Claims · I. Introduction · II. Governing Legislation and Resources · III. Do You Have a Claim? · IV. Choosing the Proper Forum · V. Starting a Claim · VI. Responding to a Claim · VII. Default Order · VIII. How a Claim Proceeds · IX. Pre-Trial · X. Mediation · XI. Settlement Conferences · XII. Trial/Pre-Trial Conferences · XIII. Trial Preparation · XIV. Trials · XV. Costs and Penalties · XVI. Appeals · XVII. Enforcement of a Judgement · Appendix A: Registries · Appendix B: Demand Letter · Appendix C: Notice of Claim · Appendix D: Reply to Claim · Appendix E: Glossary · Appendix F: Limitation Periods · Appendix G: Causes of Action · Appendix H: Court Fees · Appendix I: Tribunal Fees · Appendix J: Settlement Conference · Appendix K: Payment Hearing · Appendix L: Appeal · Appendix M: LSLAP Administrative Policy
21. Welfare Law · I. Introduction · II. Governing Legislation and Resources · III. Eligibility · IV. Special Situations · V. Eligibility Factors · VI. Hardship Assistance · VII. Overpayments and Fraud · VIII. Payment Issues · IX. Additional Benefits · X. Health Supplements · XI. Appeals
22. Referrals · I. General · II. Family Law · III. Residential Tenancy · IV. Human Rights · V. Wills & Estates · VI. Immigration & Refugee · VII. Disability · VIII. Employment · IX. Debt · X. Aboriginal · XI. Police Complaints · XII. Chinese Language · XIII. Others
v • d • e

Administrator – a person appointed by the court to manage the estate of a person who dies intestate (without a will)
Attestation – an act of authenticating, affirming to be true, genuine, or correct, in an official capacity of a legal document
Beneficiary – (a) a person named in a will to receive all or part of an estate, or
(b) a person having a beneficial interest in a trust created by a will
Cash legacy – a grant by will of money
Codicil – an addition to a will that changes, explains, revokes, or adds provisions
Equitable title – a title to property in which a party has a beneficial interest and will eventually acquire legal title. For example, the beneficiary of a trust has an equitable title in assets held in the trust
Estate –properties of a deceased person
Exclusion clause – a provision in a will that leaves something or someone out of the will
Execution – an act of signing and otherwise completing a testamentary document, such as acknowledging the signature if required to make the document valid
Executor – a person appointed to manage the estate of a person who has died leaving a will which nominates that person. The executor must insure that the person's desires expressed in the will are carried out. Practical responsibilities include gathering up and protecting the assets of the estate, obtaining information in regard to all beneficiaries named in the will and any other potential heirs, collecting and arranging for payment of debts of the estate, approving or disapproving creditor's claims, making sure estate taxes are calculated, forms filed and tax payments made, and in all ways assisting the lawyer for the estate (which the executor can select)
Express powers – stated rights, authorities and abilities in a will of the Executor to take some action or accomplish something, including demanding action, executing documents, contracting, taking title, transferring, exercising legal rights and other acts
Indemnify – to guarantee against any loss that another might suffer
Intestacy – a situation where a person dies without a legally valid will
Joint tenancy – an ownership of real property in which each party owns an undivided interest in the entire property, with both having the right to use all of it and the right of survivorship
Legal title – the ownership of real property, which stands against the right of anyone else to claim the property. In real property, legal title is evidenced by a deed, judgment of distribution from an estate, or other appropriate document recorded in the public records
Personal representative – the individual that winds up the estate and distributes the assets
Probate – the process of proving a will is valid and thereafter administering the estate of a dead person according to the terms of the will
Survivorship – the right to receive full legal title or ownership of a property due to having survived another person in a joint tenancy
Testamentary capacity – having the mental competency to execute a will at the time the will was signed and witnessed
Will-maker – a person who has made a will that is in effect at the time of his/her death.
Trust – an entity created to hold assets for the benefit of certain persons or entities, with a trustee managing the trust (and often holding title on behalf of the trust)
Trustee – a person or entity who holds the assets (corpus) of a trustee for the benefit of the beneficiaries and manages the trust and its assets under the terms of the trust stated in the declaration of trust which created it
Wind up – to liquidate (sell or dispose of) assets of an entity

This information applies to British Columbia, Canada. Last reviewed for legal accuracy by the Law Students' Legal Advice Program on June 4, 2019.

LSLAP Manual

Introduction

Acknowledgements

Chapters 1-7
Criminal Law · Youth Justice · Family Law · Victims · Public Complaints · Human Rights · Workers Compensation

Chapter One: Criminal Law	I. Introduction · II. Governing Legislation and Resources · III. Etiquette · IV. Criminal Charges · V. Substantive Law · VI. Resolving Prior to Trial · VII. Pleading Not Guilty/Trial · VIII. Other Issues · IX. Charter of Rights and Freedoms · X. LSLAP Policies · XI. Information for LSLAP Students · XII. Etiquette for Law Students · XIII. Practice Recommendations · Appendix A: Initial Sentencing Position · Appendix B: Diversion Application · Appendix C: Sentencing Hearing · Appendix D: Trial Books · Appendix E: Glossary

Chapter Two: Youth Justice	I. Introduction · II. Governing Legislation and Resources · III. Youth Criminal Justice Act · IV. Youth Justice (British Columbia) Act · Appendix A: Glossary

Chapter Three: Family Law	I. Introduction · II. Governing Legislation and Resources · III. Marriage · IV. Divorce · V. Uncontested Divorce · VI. Simple Divorce Procedure · VII. Alternatives to Divorce · VIII. Assets · IX. Spousal and Child Support · X. Interjurisdictional Support Orders · XI. Custody, Guardianship, and Access · XII. Children and the Law · XIII. Adoption · XIV. Name Changes · XV. Court Procedures · Appendix A: Glossary

Chapter Four: Victims	I. Introduction · II. Governing Legislation and Resources · III. Avenues to Address Crime · IV. Victims of Violence in Relationships · V. Seniors and Others with Disabilities · VI. Victims of Human Trafficking · VII. Referrals and Follow-up

Chapter Five: Public Complaints	I. Introduction · II. Governing Legislation and Resources · III. Steps to Take · IV. Privacy or Access to Information · V. Complaints against the Police · VI. Complaints against Security Guards · VII. The Right to Vote · VIII. Complaints regarding UBC · IX. Complaints regarding SFU · X. Complaints against Doctors · XI. Complaints against Lawyers · Appendix A: Glossary · Appendix B: Sample Notice Letter

Chapter Six: Human Rights	I. Introduction · II. Governing Legislation and Resources · III. BC Human Rights Code · IV. Canadian Human Rights Act · V. BC Civil Rights Protection Act · VI. Rights of the Child · VII. LSLAP's Role

Chapter Seven: Workers' Compensation	I. Introduction · II. Governing Legislation and Resources · III. Limitation Periods · IV. Compensation Claims · V. Occupational Diseases · VI. Claim Benefits · VII. Appeals · VIII. Health and Safety Regulations · IX. Assessments of Employers · X. Fair Practices Officer · XI. LSLAP's Role · Appendix A: Abbreviations · Appendix B: Referrals · Appendix C: Resources · Appendix D: Claims Process · Appendix E: Checklist for Interviews · Appendix F: Checklist for Appeals · Appendix G: Sample Authorization Form

Chapters 8-14
Employment Insurance · Employment Law · Creditors and Debtors · Consumer Protection · Auto Insurance (ICBC) · Motor Vehicle Law · Mental Health Law

Chapter Eight: Employment Insurance	I. Introduction · II. Governing Legislation and Resources · III. Qualifying for EI · IV. Types of Benefits · V. Benefit Period · VI. Quantifying Benefits · VII. Benefit Entitlement · VIII. Penalties, Violations, and Offences · IX. Keeping Out of Trouble · X. Timing for Reporting · XI. Overpayment and Collections · XII. Reconsideration · XIII. Social Security Tribunal · XIV. Appeals · XV. Payment Pending Appeal · XVI. Judicial Review · XVII. Authorization for Representatives · Appendix A: Initial Application Checklist

Chapter Nine: Employment Law	I. Introduction · II. Governing Legislation and Resources · III. Checklist · IV. Preliminary Matters · V. Employment Issues · VI. Remedies · VII. Strategies and Tips · Appendix A: Glossary

Chapter Ten: Creditors and Debtors	I. Introduction · II. Governing Legislation and Resources · III. Creditors' Remedies · IV. Debtors' Options · V. Dealing with Debt · Appendix A: Relevant Forms · Appendix B: Examination Checklist

Chapter Eleven: Consumer Protection	I. Introduction · II. Governing Legislation and Resources · III. Contracts for Sale of Goods · IV. Consumer Protection · V. Direct Sales · VI. Conditional Sales Contracts · VII. Motor Dealer Act · VIII. Miscellaneous · IX. Consumer Transactions

Chapter Twelve: Auto Insurance (ICBC)	I. Introduction · II. Governing Legislation and Resources · III. Compulsory Coverage · IV. Optional Insurance · V. Personal Injury Claims · VI. Out-of-Province

Chapter Thirteen: Motor Vehicle Law	I. Introduction · II. Governing Legislation and Resources · III. At the Roadside · IV. Duties after a Collision · V. Violation Tickets · VI. Provincial Offences · VII. Vehicle Impoundment · VIII. Superintendent · IX. Drugs and Alcohol · X. Federal Offences · XI. ICBC Breaches · XII. Bicycles · XIII. LSLAP Program Information · Appendix A: Examples of Penalty

Chapter Fourteen: Mental Health Law	I. Introduction · II. Governing Legislation and Resources · III. Theory and Approach · IV. Legal Rights · V. Patient Admission · VI. Voluntarily Admitted · VII. Involuntarily Admitted · VIII. Criminal Code · IX. Complaints · X. References · Appendix A: Second Opinion · Appendix B: Near Relative

Chapters 15-22
Guardianship · Wills and Estates · Citizenship · Immigration · Landlord and Tenant Rights · Small Claims · Welfare Law · Referrals

Chapter Fifteen: Guardianship	I. Introduction · II. Governing Legislation and Resources · III. Overview · IV. Power of Attorney · V. Representation Agreements · VI. Advance Directives · VII. Committeeship · VIII. Adult Abuse · Appendix A: EPOA · Appendix B: Adult Abuse and Neglect Decision Tree

Chapter Sixteen A: Wills and Estate Planning	I. Introduction · II. Governing Legislation and Resources · III. Making and Executing · IV. Mistakes and Alterations · V. Revocation · VI. Will Variation Claims · VII. Intestacy · VIII. Property · IX. First Nations and Wills · X. Health Care Decisions · XI. LSLAP File Administration Policy · Appendix A: Will Instructions Questionnaire · Appendix B: Will Drafting and Execution Checklist · Appendix C: Glossary

Chapter Sixteen B: Probate and Estate Administration	I. Introduction · II. Duties of a Personal Representative · III. Taxation: RRSP & RRIF & TFSA · IV. LSLAP File Administration Policy · Appendix A: Glossary

Chapter Seventeen: Citizenship	I. Introduction · II. Governing Legislation and Resources · III. Who is a Canadian Citizen? · IV. Advantages & Responsibilities · V. Citizenship Grants · VI. Applying for Citizenship Grant · VII. Loss of Citizenship · VIII. Proof · IX. Search of Citizenship Record · X. Referrals

Chapter Eighteen: Immigration	I. Introduction · II. Main Sources · III. Players · IV. Categories of Persons · V. PR Application · VI. IRB · VII. Loss of PR · VIII. Removal Orders · IX. Appeals · X. Offences · XI. Issues at Sentencing · XII. Contacts

Chapter Nineteen: Landlord and Tenant Rights	I. Introduction · II. RTA Coverage · III. Tenancy Agreements · IV. Moving in · V. Security Deposits · VI. Repair and Service · VII. Rent Increase · VIII. Tenant's Rights · IX. Subletting and Assignment · X. Termination/Eviction · XI. Dispute Resolution · XII. Common Law · XIII. Strata Law · XIV. Assisted Living · XV. Commercial Tenancies · XVI. Mobile Homes · XVII. Income Assistance · XVIII. Illegal Suites · XIX. Forms · XX. Governing Legislation and Resources

Chapter Twenty: Small Claims	I. Introduction · II. Governing Legislation and Resources · III. Do You Have a Claim? · IV. Choosing the Proper Forum · V. Starting a Claim · VI. Responding to a Claim · VII. Default Order · VIII. How a Claim Proceeds · IX. Pre-Trial · X. Mediation · XI. Settlement Conferences · XII. Trial/Pre-Trial Conferences · XIII. Trial Preparation · XIV. Trials · XV. Costs and Penalties · XVI. Appeals · XVII. Enforcement of a Judgement · Appendix A: Registries · Appendix B: Demand Letter · Appendix C: Notice of Claim · Appendix D: Reply to Claim · Appendix E: Glossary · Appendix F: Limitation Periods · Appendix G: Causes of Action · Appendix H: Court Fees · Appendix I: Tribunal Fees · Appendix J: Settlement Conference · Appendix K: Payment Hearing · Appendix L: Appeal · Appendix M: Administration Policy

Chapter Twenty One: Welfare Law	I. Introduction · II. Governing Legislation and Resources · III. Eligibility · IV. Special Situations · V. Eligibility Factors · VI. Hardship Assistance · VII. Overpayments and Fraud · VIII. Payment Issues · IX. Additional Benefits · X. Health Supplements · XI. Appeals

Chapter Twenty Two: Referrals	I. General · II. Family Law · III. Residential Tenancy · IV. Human Rights · V. Wills & Estates · VI. Immigration & Refugee · VII. Disability · VIII. Employment · IX. Debt · X. Aboriginal · XI. Police Complaints · XII. Chinese Language · XIII. Others

Probate and Estate Administration Glossary (16B:App A)

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