Ontario Association of Collaborative Professionals
When litigation isn't the right fit, refer your clients to a trained team of lawyers, financial advisors, and other professionals who resolve estate matters together — with dignity, and without going to court.
Why Collaborative
Collaborative practice brings everyone to the same table — lawyers, financial and other professionals, and the family itself — to work through estate disputes with structure, transparency, and care.
We focus on solutions instead of blame, protecting the family relationships that matter beyond the dispute itself.
Every conversation is private and confidential — a safe space to talk openly about assets, wishes, and next steps.
A structured, step-by-step process moves matters toward resolution — without the cost, delay, or adversity of litigation.
Common Situations We Help With
Sell Estate House
Secure Assets
Manage Beneficiaries
Deal with Probate
How Does It Work
Every matter follows the same structured path — so clients always know what happens next.
We assess suitability for the collaborative process, explain how it works, and sign a retainer agreement.
Lawyers, along with financial and other professionals, come together to understand everyone's concerns and goals.
Information is shared openly, options are explored, and the team crafts solutions that work for everyone involved.
Agreements are documented and follow-up meetings are scheduled to support the family's next chapter.
Collaborative practice helped us preserve our relationships during an incredibly emotional time. We found resolution, not more conflict.
For Referral Sources & Prospective Members
Refer a Client
As a lawyer, accountant, or financial advisor, you're often the first call when an estate dispute arises. Refer your client to a CPET member and know they'll be guided by a trained, collaborative team.
Browse MembersJoin CPET
Considering collaborative practice for your own work? Learn about training, the cost and benefits of membership, and how to get started as a CPET member.
Membership FAQOur Approach
We use a collaborative, interest-based process to help families resolve disputes with dignity and clarity — together, we create solutions that protect what matters most.
We listen with empathy and treat everyone with respect.
We share information openly so you can make informed decisions.
We work together as a team to find solutions that work for everyone.
We focus on long-term outcomes that support your family's future.
Who We Are
As part of the OACP, Collaborative Practice Estates & Trusts upholds the highest standards of collaborative practice — championing a team approach to help families achieve the best outcomes, together.
FAQ
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Manage your profile, pay annual dues, and access members-only resources and events — all in one place.
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