For an insightful review of the liability for negligence during the planning process, we recommend a good resource that you should read, Chapter 14, of John E.S. Poyser’s book, published by Thomson Reuters, Capacity and Undue Influence, Second Edition, pages 830-842. In this chapter, John addresses the liability to intended beneficiaries, liability to beneficiaries under prior Wills where they have been named, and embarks on a case law review with respect to liability. https://store.thomsonreuters.ca/en-ca/pdp/capacity-and-undue-influence-second-edition/30835411
This paper is intended for the purposes of providing information only and is to be used only for the purposes of guidance. This paper is not intended to be relied upon as the giving of legal advice and does not purport to be exhaustive.