Seamlessly navigate the complexities of estate planning and preserve your legacy. Equip your loved ones with "slippers" for seamless transitions, not "stilettos" of avoidable burdens.
The Estate Planning Legacy Series brings together five modules that cover the essentials of wills, powers of attorney, probate, digital assets, health care consent, and professional preparedness. Participants will also learn how to engage clients in meaningful legacy conversations, strengthen trust, and build long-term business growth. This series blends legal insight with practical tools, helping professionals better serve clients age 50+ while also ensuring their own succession and estate planning is up to standard.
We'll cover:
By the end of this course, you will be equipped to make informed decisions, protect your assets, and ensure your wishes are honored, leaving behind a legacy of comfort and clarity rather than complexity for those you leave behind. Don't leave your future to chance—take control of your estate planning today.
5 activities • 5 videos • duration: 3h 57m
Age-Friendly Business® has been a leader in education and training since 2003, helping professionals and businesses excel in the rapidly growing age 50+ market. Through our internationally recognized courses and programs, we provide practical insights, proven strategies, and pre-approved Continuing Education credits. Our courses blend research-based knowledge with real-world applications, preparing professionals to engage ethically and effectively with maturing clients and customers. With over 50 modules spanning health, law, trends, leadership, and business growth, Age-Friendly Business® provides the tools, resources, and confidence to elevate client trust and deliver meaningful value in today’s $15 trillion longevity economy.
CEO of CanAge
Laura Tamblyn Watts is the CEO of CanAge, Canada’s national seniors’ advocacy organization and a frequently sought-after global expert on aging issues. She has previously served as Chief Public Policy Officer at the Canadian Association of Retired Persons (2018–2019) and in a number of positions at the Canadian Centre for Elder Law including as their long-time National Director (2004–2018). She is an Assistant Professor (status) at the Factor-Inwentash Faculty of Social Work at the University of Toronto. Laura is a lawyer and was called to the Bar in 1999.
Owner & Senior Lawyer at Delta Law Office
A lawyer for 40 years, Murray has extensive legal experience, especially in the areas of estate administration and estate planning. Delta Law Office has its roots in Ladner in the 1960s, and Murray took over in 2007. He oversees a staff of 12 with expertise in estate matters, real estate, business law and other areas of law important to members of our community. Murray acts regularly as an Executor and Power of Attorney for people that don’t have a family member they can rely on. He also supports his estate clients by defending or bringing court challenges to Wills and Estates. Murray also has extensive business experience with a local beer and spirits manufacturer (Central City Brewers and Directors) and can be relied on for sound practical business advice. Murray lives with his family and two dogs in Tsawwassen, and likes to ski, fly fish, and tour Mexico on his motorcycle.
Founder of Trusted Legacy Consulting (TLC) Corporation
Established in 2019, Trusted Legacy Consulting (TLC) Corporation is one of the first boutique legacy consulting firms in Canada to provide unbiased, fee-based estate planning services that are uniquely tailored for an individual's situation. We work with individuals and clients of legal, accounting, financial and insurance advisors to help them find the best solutions for their situation and provide a comparison of providers, allowing our clients to choose the one they are most comfortable with. Think of us as the estate and trust advisor that is not attached to any one provider and does not manage assets or sell insurance. We will often act as a no-fee broker to connect our clients with donor-advised fund providers, and fiduciary and foundation administration services. Our mission is to evolve estate planning from a technical conversation about wealth, insurance and taxes that most people avoid having to a conversation about core values, living well, aging well and leaving behind the legacy you intentionally envision, build, communicate and live throughout your life.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
It was great
Very informative
It as very informative for use in my personal estate planning and I learnt more about other services that are available beyond the will.
Twp modules that were the most relevant and "thought provoking" for me. They addressed my social media presence and use of technology in my daily life (when I am gone), along with the thoughts and considerations needed for health decisions when you cannot speak for yourself. Although the education associated with the CPCA designation provides a worthwhile service, I thought the presenter was self serving and I was irritated by him and his co host.
