Basics of Will Planning & Drafting

Many lawyers are asked to draft wills for existing clients – or friends or relatives – whether or not their practices include estate planning. So, you follow your old Bar Admission materials and add a few online updates you’ve found, and all is well, right? Wrong! Drafting a will requires a general understanding of the technical and human aspects of will drafting, as well as specialized knowledge from other legal fields, including estate and income tax law. This new short course with experienced estates lawyer Jasmine Sweatman is designed for lawyers new to will drafting or who have limited experience in this area. In just 90 minutes, Jasmine will walk you through four key stages of will planning and drafting:

Information gathering and the initial client interview
The planning process
The drafting process
Execution of documents and follow-up issues

You’ll learn the situations where it is appropriate to use a ‘simple’ will, how to be alert to issues of capacity and abuse, and risks of will drafting and how to protect yourself. Don’t draft another will without attending this course!

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.