How does a will protect your family, your assets, and your wishes?
The Epilogue Society Webinar Series — a showcase of experts and knowledge to enhance your financial literacy around future planning.
Join us on Tuesday, Nov. 3 for the next instalment in our Epilogue Webinar series: Will-Making 101 – What Every Canadian Should Know, with Shannon James and Paul Reid of Carscallen LLP.
In honour of Make A Will Month, our guest speakers will break down the essentials of wills in plain language. We’ll cover what a will is, why every adult needs one, and how having a valid will protects your family, your assets, and your wishes.
You’ll hear about:
- What a will does (and what it doesn’t do)
- Why passing away without a will can create stress, delays, and unexpected outcomes for loved ones
- Key decisions you’ll make when creating your will (executor, guardians, beneficiaries, and more)
- How November’s Make a Will Month is the perfect time to establish or update your estate plan
Come prepared with your questions and leave with a clear checklist of next steps. RSVP for free below.
About the speakers
Shannon James is a partner at Carscallen LLP, specializing in tax law, wills, trusts, and estate litigation. She earned her Juris Doctor from the University of Ottawa and was called to the Alberta bar in 2013. She represents clients in complex estate and tax matters before courts and tax authorities across Canada.
Paul Reid is a partner at Carscallen LLP, specializing in commercial litigation, Indigenous law, and estate litigation. He has represented individuals and financial institutions in complex estate matters before Alberta courts. With a Juris Doctor from UBC and over a decade of experience, he advises on wills, trusts, and fiduciary disputes.