Avoiding Challenges to Testamentary Documents

Challenges to testamentary documents can be time-consuming and costly to resolve, reducing the value of the estate and proving heartbreaking for everyone involved. While litigation cannot be completely avoided, there are simple client counselling and drafting tools that estate planners can use to reduce the likelihood of a will contest and ensure the testator’s intentions are successfully carried out. This program, with experienced estates lawyer Jasmine Sweatman, will review steps to take, and avoid, during the planning and drafting stages of testamentary documents that will help safeguard your client’s wishes and minimize later litigation risk. From the first meeting to final document execution, Jasmine will discuss the risks inherent in estate planning transactions and share reminders of how even the most basic practices, when not followed properly, can undo a well-designed estate plan. Topics will include commonly litigated issues in will contests, recognizing high risk situations for conflicts, preventative measures to avoid disputes, and drafting documents where a challenge is expected. By anticipating possible areas of challenge and using proactive drafting and defensive documentation techniques, you can help your clients create valid, effective testamentary documents that discourage disputes and ensure their estate plan remains intact. Don’t miss this opportunity to learn how to prevent challenges to testamentary documents!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.