Back to Basics: Pointing you in the right direction. The Hamilton Law Association Library s. Guide to Wills, Estates and Trusts Resources

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1 Back to Basics: Pointing you in the right direction The Hamilton Law Association Library s Guide to Wills, Estates and Trusts Resources Prepared by: Kirsten Clement, Law Librarian 15 th Annual Wills, Estates and Trusts Seminar February 9, 2017

2 Print Resources and Advocat ( You can search for print resources in any Ontario courthouse library collection by using the Advocat catalogue. The advanced search option includes a filter to limit to a specific courthouse library (such as Hamilton) or view all holdings. If you are in search of an item not owned by the HLA, we can interlibrary loan it for you at no cost. Limit to Hamilton or search all Ontario courthouse libraries Choose your search strategy The KF number for an item will help you find it on the shelves. Need help? Just ask! Materials for wills, estates and trusts law can be found in the KF call number range 2

3 LibraryCo/OCLA Core and Essential List Titles LibraryCo, the branch of the Law Society of Upper Canada that funds courthouse libraries in Ontario, in conjunction with the Ontario Courthouse Library Association (OCLA) has established and maintains a core list of titles in each practice area which every Ontario courthouse library should have, and an essential list of additional titles which Area and Regional courthouse libraries (including Hamilton) should include in their collection. The HLA library meets both of these sets of collection standards. With regard to wills, estates and trusts law, the HLA library includes the following titles: Core Collection List: Wills, Trusts, and Estates Law Macdonell, Sheard and Hull on Probate Practice (Hull) - KF 765 M325 Preparation of Wills and Powers of Attorney (MacGregor) - KF 755 M32 Waters' Law of Trusts in Canada ( Waters) - KF 730 W28 Powers of Attorney & Capacity: Practice & Procedure (Sweatman) - KF 1347 S94 The Executor's Handbook (Greenan) - KF 778 G74 Essential Collection List: Wills, Trusts, and Estates Law Feeney's Canadian Law of Wills (MacKenzie) - KF 755 F43 Practitioner's Guide to Estate Practice in Ontario (Rintoul) - KF 778 R56 Estate Planning Handbook (Allen) - KF 750 A74 Estate Planner's Handbook (Spenceley) - KF 750 S639 Compensation and Duties of Estate Trustees, Guardians and Attorneys (Jenkins & Scott) - KF 778 J465 Ontario Estate Administration (Rintoul) - KF 778 R567 Law of Dependants' Relief in Canada (Harvey) - KF 760 F2 H37 New Acquisitions The HLA library also acquires new materials every year. All print materials in the HLA collection in this area of law can be found in the KF 720-KF 780 area of the stacks. Some of the new acquisitions in wills, trusts and estates law in 2016 included: 14 th Annual Estates and Trusts Seminar (HLA) Wills and Estates Practice Basics 2016 (LSUC) Six-Minute Estates Lawyer 2016 (LSUC) Ontario Estate Administration (Rintoul) Practice Gems: The Administration of Estates 2016 (LSUC) 3

4 11 th Annual Wills, Estates and Trusts Conference (Middlesex Law Association) Practitioner s Guide to Estate Practice in Ontario (Fleming) 19 th Annual Estates and Trusts Summit (LSUC) Estate Procedures Manual (Ministry of the Attorney General) Kissing Cousins: Where Family Law and Trusts & Estates Law Meet (Ontario Bar Association) New and Continuing Challenges in Trusts and Estates Law (Ontario Bar Association) Drafting Trusts and Will Trusts in Canada 4 th ed. (Kessler & Hunter) Estate Planner s Handbook 5 th ed. (Spencerley) The HLA library can also interlibrary loan materials for our members from other Ontario courthouse libraries at no cost. Lexis Advance Quicklaw (for Secondary Sources) Quicklaw, which many use as a go-to resource for case law also has a number of useful secondary sources which you can browse by practice area. In the area of Wills, Trusts, and Estates, sources include Halsburys Laws of Canada, Canada Wills, Estates and Trusts Law Digest, Canadian Estate Administration, Drafting Trusts and Will Trusts in Canada, Feeney s Canadian Law of Wills, and more! Note that this information is also available on the old Quicklaw platform, but is organized differently. Browse sources by practice area 4

5 Find relevant secondary materials See the scope of each source at a glance You can search within secondary materials, add them as filters to general searches, set up notifications for when new content is added, and more! 5

6 Lexis Practice Advisor A suite of eight practice area modules, written and updated by leading experts in their fields, designed to provide practical wisdom and guidance to lawyers through practice notes, forms and precedents, legislation, checklists, charts, and more. This resource is available in the library only, unless your firm also subscribes to it. News, new content, legislative updates, and essential tools on the main page of each module Wills, Trusts & Estates has its own module 6

7 Choose from a wide variety of topics/tasks within that practice area 7

8 Precedents can be downloaded and filled in The tools in this toolkit are organized under tabs 8

9 Drafting notes explain and provide tips on the nature and use of a document or segment 9

10 Infolocate ( Infolocate is an online database of full-text LSUC CPD material from 2004 to 18 months before present. Enter search terms here Choose Access CLE in the drop down menu to search for LSUC CPD materials Source information, including date of CPD Option to view as fullscreen PDF Full text available by scrolling 10

11 LSUC Practice Area Resources ( Follow trail: Manage Your Practice > Practice Area Resources This online resource on the Law Society s website is aimed at providing step-by-step how-to tips for lawyers on important tasks or topics within their practice area. 11

12 Contact the HLA Library Anthony Pepe Memorial Law Library John Sopinka Courthouse 45 Main St. E, Suite 500 Hamilton, Ontario L8N 2B7 Phone: Fax: Website: Facebook: LinkedIn: Contact the Librarian Kirsten Clement, Law Librarian Phone: ex