The group of professionals at our inaugural training to support Collaborative Law for Estates, November 2025.
Is an out-of-court structured dispute resolution process where all parties and their lawyers commit to open, cooperative negotiation, not litigation. It is not mediation - lawyers are not neutral, although some of us supporting professionals in the process are (hence why we are referred to as "neutrals").
Collaborative law is a rooted in Family Law, where it has gained wide acceptance in Canada. Its success in that area is what inspires us to adapt it for estate disputes.
Preserving relationships between family members, minimising emotional and financial strain compared to contested court battles.
The process is more cost-effective for disputes than pursuing litigation and typically leads to much quicker resolution, especially given the current delays in our Canadian courts. All discussions and settlements are confidential and as they do not become part of public court records, family privacy is respected.
That includes a lawyer trained in Collaborative Law for each party, plus neutrals including financial professionals such as myself (“Financial Neutrals”) and family professionals to help navigate the emotional challenges faced by all parties involved in family disputes.
THE ROLE OF A "FINANCIAL NEUTRAL" IN COLLABORATIVE LAW FOR ESTATES
A Collaborative Law team includes a Financial Neutral. In Family Law, that is typically a financial planner or expert in personal finances. For Estates, this role extends to a broader expertise in accounting, taxation, corporate and personal finances. It's a person with financial acumen and relevant expertise for the matter and its stakeholders, to help everyone understand the numbers so they can make clear, confident decisions together.
This person does not work for one side or argue for a bigger share; rather, their role is to gather, explain, run 'what if' scenarios, and test the financial information in a fair, understandable way for all participants to be able to participate meaningfully.
This is what I do. Contact me to learn more and to engage my services to join a Collaborative Law process.
Here's a sampling of results from Family Law
94% of surveyed Collaborative Law practitioners strongly agreed that their clients were satisfied with results achieved through the processes, & nearly 2/3rds agree the process is fast and efficient.
~90% overall settlement rates - as per a major empirical analysis of collaborative practice (largely U.S. and U.K. data).
Canadian research by York University found that collaborative settlement processes produced better outcomes at lower legal cost than court‑based approaches, especially in lower‑conflict cases. A related Manitoba cost–benefit study found that collaboration generated far more “value per dollar” than arbitration or litigation: for every dollar spent on collaborative settlement, about $2.06 of value were created, compared with $0.57 for arbitration and $0.39 for litigation.
International Academy of Collaborative Professionals (IACP)
A global hub for collaborative practice with useful information, FAQs & videos
Plus many more great resources.
Contact me for them and to learn more.
Plus more are joining us!
Contact me for a referral to a lawyer in your area, or if you are a law firm that wants to join our initiative or learn more about Collaborative Law for Estates training.