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Description: What is undue influence? Is undue influence found only when drafting Wills? What are our professional obligations as Notaries to explore undue influence with our clients?

Join Morrie, Hilde, and Trish as they share their experiences as participants in the 13-member BCLI Project Committee to Update the “Undue Influence Recognition and Prevention Guide ” The new Guide goes beyond undue influence affecting Wills. It also covers nontestamentary undue influence in greater depth, explores medical and psychological aspects of susceptibility to undue influence, and suggests ways of conducting respectful and effective communication with clients

Presenters:

Morrie Baillie has been practising as a BC Notary since 2013. Morrie enjoys helping clients understand legal information. Her favourite area of the law is estate-and-personal planning. She appreciates working with people to draft important documents that provide them with a sense of empowerment and peace of mind

She is an active member of The Society of Notaries Public of BC and the BC Notaries Association. Morrie has participated in the screening and interviewing process of Notary candidates and was one of the examiners for the statutory estate-planning exam all new Notaries must pass to be commissioned as a BC Notary. She has also mentored new Notaries.

Currently, Morrie is Vice President for the BC Notaries Association where the goal is to support and engage all Notaries across the province

Trish Fedewich has been a Notary Public since 1993; her primary areas of practice are transfers of real estate, mortgages, wills, Powers of Attorney, and Representation Agreements

Trish has been an instructor teaching Notaries and students for The Society of Notaries Public of BC since 1998; she served on The Society's Board of Directors for 6 years In June 2018, Trish was appointed by the Attorney General of BC to the Board of Examiners for BC Notaries. She strives to provide best practice standards to her clients. Trish earned a Bachelor of Commerce degree from UBC and completed a Management Training program with the TD Bank; she worked in banking for several years prior to becoming a Notary Public Trish articled with her father El Fedewich; they worked together for 20 years until his retirement in 2014.

Knowledge is empowering Trish makes the time to educate her clients and the community She has volunteered as a speaker about legal topics for over 20 years for seniors' centres, legions, financial institutions, investment companies, hospitals, the CGA Association, the MS Society, and the People's Law School

Trish has been a resident of Surrey for over 40 years.

Hilde Deprez was commissioned as a BC Notary in 2001 Her Notary practice in Vancouver focuses on Wills and Personal Planning. Hilde is also one of the teachers for the Notary students enrolled in the MA ALS Program; in 2022 she joined the PAL Advisor team with The Society of Notaries.