Kimberly Whaley

FounderWEL PartnersWills, Trusts & Estates (Ontario)

Kimberly A. Whaley is the founder and principal of the Toronto Boutique Trusts and Estates Litigation Firm, WEL Partners. Kimberly is also a Solicitor of the Supreme Court of England and Wales. Her practice is restricted to the resolution, litigation and mediation of estate and related disputes throughout Ontario.

Kimberly A. Whaley is the founder and principal of the Toronto Boutique Trusts and Estates Litigation Firm, WEL Partners. Kimberly is also a Solicitor of the Supreme Court of England and Wales. Her practice is restricted to the resolution, litigation and mediation of estate and related disputes throughout Ontario including: Will, Estate, Trust Disputes; Advising Fiduciaries; Dependant Support Claims; Passing of Estate, Trustee, Attorney, Guardian & Fiduciary Accounts; Capacity Proceedings; Guardianships; Power of Attorney Disputes; Consent and Capacity Board; End-of-Life and Treatment Decisions; Medical Assistance in Dying; Elder Law; Elder Financial Abuse; Solicitor's Negligence; Representation of Persons Under Disability; Probate Applications; Opinions; Agency Services; Approval Motions Under Rule 7.

Kimberly's firm was ranked nationally by Canadian Lawyer in January 2014, as one of the Top 5 Trusts and Estates Boutique firms in Canada; and has been recognized since 2012 by Global Law Experts, receiving international awards in Trust and Estate Law in 2014. Kimberly was inducted as a Distinguished Fellow of the Canadian Centre for Elder Law ("CCEL") in Vancouver, 2012. Kimberly was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario in 2006. Kimberly has been peer selected annually since 2008 for inclusion in Best Lawyers in Canada in the practice area of Estates and Trusts. Kim was chosen by Lawday Leading Lawyers as one of the top 60 leading lawyers in Canada in Estates and Trusts. She was given the Martindale-Hubbell BV Distinguished Rating in both Legal Ability and Ethical Standards. Kimberly is peer ranked in the Canadian Legal Lexpert Directory. She is currently a member of the Canadian Bar Association Elder Law Section and an Executive Member, Ontario Bar Association Awards Committee. She is on the Expert Advisory Focus Group for the Law Commission of Ontario ("LCO") Law Reform Project as it relates to Ontario's Capacity and Guardianship Laws and to Registered Disability Saving Plans. Kimberly is the Past Chair of The Society of Trust and Estate Practitioners ("STEP"), Toronto Branch. Kimberly is a member of the Estate Planning Council of Toronto. Kimberly has been on the Estate List Users Committee of the Ontario Superior Court of Justice at Toronto since its inception in 2003.

Kimberly's most rewarding achievement and passion is her daughter, Sammi, age 16. Kim has an affection for cooking, cycling and photography and is still experimenting with her Nikon D800 and new lenses. Kim also runs marathons in her spare time and is taking guitar lessons.

Education

  • College of Law, Cambridge University, Diploma, 1997
  • University of Bristol, Diploma, 1995
  • Nottingham Law School, LL.B., 1994
  • University of Bristol, LL.M., 1992
  • University of Exeter, LL.B., 1990
  • University of Western Ontario, B.A., 1888

Bar Admission

  • Ontario, 1999

Associations

  • Estate List Users Committee of the Ontario Superior Court of Justice, Toronto, 2003
  • Elder Law Section, Canadian Bar Association
  • Executive Member, Ontario Bar Association Awards Committee
  • Expert Advisory Focus Group for the Law Commission of Ontario ("LCO") Law Reform Project, Ontario's Capacity and Guardianship Laws and Registered Disability Savings Plans
  • Estate Planning Council of Toronto

Awards & Honours

  • Distinguished Fellow of the Canadian Centre for Elder Law, Vancouver, 2012
  • The Best Lawyers in Canada (Estates and Trusts), 2008-present
  • Certified Specialist in Estates and Trusts Law, Law Society of Ontario, 2006
  • The Top 60 Leading Lawyers in Canada (Estates and Trusts)