Best Practices for Surviving Deathbed Wills

Most estate planning lawyers will eventually work with a client who is at the end of their life. For clients who have put off preparing or updating their estate plan, a last-minute call raises unique client counseling, drafting and ethical issues. This program with noted estates lawyer Justin de Vries will provide practical guidance for estate planning lawyers who are faced with a deathbed will scenario. Part one will cover near-death decisions and common wealth transfer scenarios like inter vivos gifts, real property transfers, and changing beneficial designations, as well as standards of capacity and types of undue influence involved in assessing a client’s unique circumstances. Part two will address best practices to observe in a deathbed will scenario, including questions to ask on the initial inquiry, being clear about the conditions of retainer, and further specific practice tips once a retainer is accepted, including taking instructions, addressing suspicious circumstances, executing the will, and documenting the file. By the end of the program you will better understand:

The different tests and shifting standards involved in deathbed wills
How to act quickly and effectively to meet the requisite standard of care
When to walk away from a deathbed will retainer

While advanced will planning is always preferable, deathbed wills cannot always be avoided. Don’t miss this opportunity to get practical suggestions to help navigate this thorny situation and improve your chances of “surviving’ a deathbed retainer.

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.