Practice Portal: Estates and Trusts
If you practise estates and trusts law, this is your guide to important information, tools and resources relevant to your practice. Contact us if you need help finding information.
Case Law
Electronic Case Law
Visit the Great Library or your county or district law library for free access to LexisNexis Quicklaw. Westlaw Canada is available in the Great Library.
LexisNexis Quicklaw: Wills, Estates & Trusts Law Cases 
- Start your research in the CED or the Canadian Abridgment
- Estates and Trusts Reports:
ETR-CAN-RPTS
- Canadian Estates
and Trusts Case Law: CANEST-CS
- Note up: KeyCite
- Westlaw Canada Estates & Trusts Source
- A collection of case law, texts, precedents and news
Find out about other electronic resources available in the Great Library or your local county or district law library.
CLE
CLE Programs and Materials
Find Upcoming CLE Programs
Browse program listings from a variety of CLE providers:
Subscribe to our Ontario Estates and Trusts CLE RSS Feed:
Browse Library Shelves
Find recent CLE materials from a variety of publishers:
Buy LSUC CLE Materials
Purchase your own copy of materials for entire Law Society CLE programs.
AccessCLE provides electronic access to the full text of Law Society CLE materials from 2004
- Enter your search terms.
- Select an article and preview the first three or four pages.
- Purchase to securely download the article to your computer within a matter of minutes.
Commentary
Frequently Used Texts
Build Your Own Library
Buy your own copy of the most recent Canadian estates and trusts texts:
Browse the Great Library
Find more resources from our extensive collection of Ontario estates and trusts law texts:
The books listed here are excellent starting points for research on estates and trusts law. All these sources are available in the Great Library and in some county and district law libraries. Click on a book title to view a catalogue record with a list of library locations where copies are held.
Trusts
- Drafting Trusts & Will Trusts in Canada by James Kessler and Fiona Hunter
- The Law of Trusts by Eileen E. Gillese and Martha Milczynski
- Oosterhoff on Trusts: Text, Commentary and Materials
- Taxation of Trusts and Estates: A Practitioner’s Guide 2009 by Larry H. Frostiak, John E.S. Poyser and Grace Chow
- Waters’ Law of Trusts in Canada
Wills
- Feeney’s Canadian Law of Wills
- Halsbury’s Laws of Canada: Wills and Estates
- Oosterhoff on Wills and Succession: Text, Commentary and Materials
- Mistakes in Wills in Canada by Stan J. Sokol
- Preparation of Wills and Powers of Attorney: First Interview to Final Report by Mary L. MacGregor
Estate Planning and Administration
- Canadian Estate Administration Guide
- Canadian Estate Planning Guide
- Compensation & Duties of Estate Trustees, Guardians & Attorneys by Jennifer J. Jenkins and H. Mark Scott
- Estate Administration: A Solicitor’s Reference Manual by Anne E. P. Armstrong
- Macdonell, Sheard and Hull on Probate Practice
- The Practitioner’s Guide to Estate Practice in Ontario by Margaret E. Rintoul
- Widdifield on Executors and Trustees ed. by C. S. Thériault
Estate Litigation
- Estate litigation by Brian A. Schnurr
Forms/Precedents
Selected Forms and Precedents
- Canadian Forms and Precedents: Wills and Estates
- Estate Planning Precedents: A Solicitor’s Manual by Lindsay Ann Histrop
- Westlaw Canada Estates & Trusts Source
- O’Brien’s
Encyclopedia of Forms. Wills and Trusts [Great
Library]
- LexisNexis Quicklaw: Solicitor Forms & Precedents
- Includes section on wills and estates (will precedents, probate and litigation forms, checklists and supplementary commentary)
- Law Society of Upper Canada, Annotated Document Series
- Each title in this series includes an annotated sample document, along with a CD-ROM containing an unannotated version of the document (with explanatory comments, practice tips, and case law and statute references). The most recently published are listed below.
- Annotated Will [Purchase]
- Annotated Guardianship Application [Purchase]
- Annotated Alter Ego Trust and Discretionary Trust [Purchase]
- Annotated Power of Attorney for Personal Care [Purchase]
- Rules of Civil Procedure Forms
Current Awareness
Current Awareness Resources
Journals, Newsletters and Blogs
- Ontario Bar Association, Trusts and Estates Section
- Deadbeat [Great
Library]
- Estate Planner
- Estates, Trusts and Pensions Journal (HeinOnline) [Great Library]
- Will Power
- Toronto Estate Law Blog (Hull & Hull)
Case Law and News Alerts
- Canada Law Book caseAlert: Wills, Estates & Trusts
- CCH Canadian Estate Administration News Tracker
- Create your own using custom alert services from:
- Westlaw Canada
- LexisNexis Quicklaw (PDF 275 KB)
Websites—Associations
- Canadian Bar Association – National Wills, Estates and Trusts Section
- Members can access section news, reports
- Ontario Bar Association – Trusts and Estates Section
- Society of Trust and Estate Practitioners (STEP) Canada
Websites—Government Departments
- Office of the Children’s Lawyer (Ontario Ministry of the Attorney General)
- Office of the Public Guardian and Trustee (Ontario Ministry of the Attorney General)
Practice Tools
Practice Tools
Quick Links
- Find a colleague in the Law Society's Lawyer and Paralegal Directory
- Certified Specialists in Estates & Trusts Law
- Knowledge Tree
- More Law Society Practice Resources
The yellow lock symbol indicates either that you must have your own subscription to the resource or that free access is available in the Great Library or your local county or district law library. The blue lock symbol indicates that you must have your own subscription to the resource and free access is not available at the Great Library.
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