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Estate Planning Technology: Electronic Wills

presented by Lorman Education Services
View the Lorman Education Services Profile and Course Listings

Summary

Estate Planning Technology: Electronic Wills

Workshop Description/Agenda

Learning Objectives
Learning Objectives * You will be able to discuss the fundamental features of EWills laws and the pros and cons of electronic wills. * You will be able to explain how an electronic will is created and signed. * You will be able to recognize situations where a client might benefit from an electronic will, and when it might cause problems. * You will be able to review the features of electronic wills, how they may be created and validly signed, how they can be revoked and how they are submitted to probate.

Benefits
Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic. They continue to stir debate despite their obvious advantages, which have led to more legislative support and acceptance. As a result, more states permit electronically signed wills and estate planning documents. This topic will discuss the difference between electronic wills and those signed on paper with remote witnesses, as well as the features of the new Uniform Electronic Wills Act.

Agenda
Introduction to Electronic Wills ï Traditional E-Wills ï Video E-Wills ï Text Message E-Wills? ï Relevance of Harmless Error Doctrine E-Wills Statutes ï E-Wills Are Not Validated by UETA ï Remote Online Notarization - How Does That Work? ï Remote Ink Notarization Uniform Electronic Wills Act (2019) ï What Qualifies as an E-Will? ï Can Witnesses and Notary Be Present Remotely? ï Self Proving E-Wills ï Revocation Rules ï Choice of Law, Recognition

Faculty
Suzanne Brown Walsh with Murtha Cullina LLP

Credits
CFP ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, and lenders.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Estate Planning Technology: Electronic Wills