Amy D. Francis

Areas of Practice

Amy received a Bachelor of Arts (Honours) from the University of British Columbia in 1994 and a Bachelor of Laws from the University of Toronto in 1999. She was called to the bars of British Columbia and Ontario in 2001. Amy has practiced in the litigation departments of national law firms in both Toronto and Vancouver. Prior to joining Legacy, she worked as a tax litigator for the federal Department of Justice.

Amy is ranked as “Consistently Recommended” by Lexpert and is named in Best Lawyers in Canada for Trusts and Estates.  She is an adjunct professor at Allard School of Law at UBC where she teaches succession law.

Amy advises clients on Wills Variation Act actions, validity of wills actions, trust claims, contentious administration issues, contentious estate planning matters and committeeships.

Professional Memberships and Associations
  • Past Chair, Canadian Bar Association B.C. Branch, Wills and Trusts Section
  • Member, Law Society of British Columbia
  • Member, Law Society of Upper Canada
  • Member, STEP (Society of Trust and Estate Practitioners)
  • Board Member, West Coast LEAF, 2004 – 2007 (Vice President, 2006 – 2007)
Recent Professional Publications and Activities
  • Annotated Estates Practice, Updated Annually, for the Continuing Legal Education Society of British Columbia (Co Author)
  • Estate Litigation Basics” (Course Chair, CLE BC, February 2016, November 2012, October 2010 and November 2008)
  • “Passing of Accounts” (Author and Presenter, CLE BC, October 2016)
  • “Challenges to Validity” (Author and Presenter, PBLI  Conference, September 26, 2015)
  • “WESA update”  (Co-Presenter, CBA BC Branch Conference, Scottsdale, AZ, November 14, 2014)
  • “Rectification of Trusts and Wills” (Co-Author and Co-Presenter, CLEBC, October 2014)
  • “Conflicts of Interest Between Clients” and “Difficult Executors, Difficult Beneficiaries” (both presented at the 16th Annual STEP Canada National Conference, June 16 & 17, 2014)
  • “Accounts Under the New Probate Rules” (Co-Author and Presenter, CLEBC, February 20, 2014)
  • “Powers and Duties of Personal Representatives” (Author and Presenter, CLEBC, November 21, 2014)
  • “10 Things you Need to know about the Wills Variation Act” (Author and Presenter, TLABC, April 26, 2013)
  • “Passing of Accounts:  Some Practical Issues” (Author and Presenter, CLE BC, November 2011)
  • “Succession Rights of Common Law Spouses:  A British Columbia Perspective” (Author and Presenter, 13th National STEP Canada Conference, June 2011)
  • “The Replacement, Retirement and Removal of Trustees in British Columbia” (Co-Author), Estates Trusts & Pensions Journal, Vol. 28, No. 3 (July 2009)
  • “Conjugal Succession Rights in BC and the Yukon”, Estates Trusts & Pensions Journal, Vol. 26, No. 4 (September 2007)