estate planning conference 2021

– Virtual edition

November 30th and December 1st, 2021


Join us on November 30th & December 1st for the 10th Annual Estate Planning Conference, held virtually this year! This two-day conference features a variety of case studies, panels, and plenary discussions that provide insight from British Columbia’s estate planning community. This event is a must-attend for accountants, financial advisors, insurance advisors, lawyersplanned giving officers, trust officers, administrators, and support staff from across the province.

Each year we bring you the most important issues facing the estate planning community in B.C. With everything happening in the world in 2021, this is an estate planning update you can’t miss.

We’ve gone virtual

Our 10th Annual Vancouver Estate Planning Conference is scheduled for November 30st & December 1st, 2021 and will be our best event yet.

As we are still navigating our way through the COVID 19 pandemic we are likely going to see restrictions on large events remain in place for the foreseeable future.  Therefore, we will be bringing the Vancouver Estate Planning Conference to you on a virtual platform again this year. We recognize that online events bring a unique set of challenges, but the Conference Planning Committee, with the support of Advocis and SSU, will be working with a team of technical experts to provide an exceptional ‘can’t miss event’.

Our Technical and Administrative teams will be available to assist you with registration, sponsorship and to answer any questions that arise before, during and after the event, guaranteeing a smooth and easy event experience.

Frequently Asked Questions

Do I get CE Credits how can I apply?

CE Credits for the Vancouver Estate Planning Conference can be applied for through the following professional associations:


How can we sponsor the event?
For information on sponsorship opportunities, please contact Mark Schulhof at
Is there an archive of previous conferences?

Yes, Click Here to view previous events

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