In Stapleton v. Doe, 2017 BCSC 12, the plaintiff was the executor and sole beneficiary of her father’s estate. Four months prior to his death, the deceased purchased an insurance policy and named the plaintiff as beneficiary but then changed the beneficiary to an unknown party two months later. At around the same time the deceased consulted a lawyer about estate planning. The personal representative sought a copy of the lawyer’s file. The court considered the relevance of the file sought and found that the lawyer’s file was relevant to the testamentary capacity and intentions of the deceased.
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