Using eState Planner to Draft BC Documents

eState Planner now has the ability to generate BC-specific documents. This means that as a BC user, when you go to generate documents, the drafts will specifically reference BC provisions and legislation.

How do I ensure the system will generate BC documents?

1. Once logged in, navigate to the main People tab on the left side of the screen.
2. Click on the name of the User, scroll down and ensure their province is set to British Columbia.
3. When creating the file, make sure the BC user is set to the primary contributor. This will ensure the client's residency along with anyone else added to the family tree or people tab in the file is automatically set to BC, ensuring BC documents will automatically generate for them. 

What types of documents can I generate that are BC-Specific?

• Single Will
• Enduring Power of Attorney
• Representation Agreement (Section 9)
• Life Insurance Declaration

What is the difference between Single Will and Will-BC-Common Templates?

The "Single Will" document is the BC version of our Ontario templates. The formatting of this template matches our Ontario precedent, however, all the statutory references have been updated to refer to BC law.

The "Will-BC-Common" version offers a distinct precedent tailored for lawyers familiar with the CLE BC template.

Common Questions

Why is the document referencing "issue" in a giftover?

This happens when the giftover option "beneficiaries issue" is selected. This means if the beneficiary is not alive, it will go to their children and if their children are not alive, it will go to their children's children (and so on and so forth down the line).

If you would like the giftover to stop at the level of beneficiaries children, select the giftover option "beneficiaries children" instead. Then, if the beneficiary is not alive, it will go to their children and end there.

If you are using an ePlan, select the option "giftover to grandchildren only" if you want the giftover to end there.