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Standalone Will

Recorded: March 22, 2011
Presented by Howard Krooks, JD, CELA, CAP,
Elder Law Associates, Valerie Peterson, JD and Brian Albee, JD, ElderCounsel
Duration: 95 minutes

This webinar will talk you through drafting a standalone will in ElderDocx.

Topics Covered: 

  1. General Client Letters
  2. Signing State
  3. Initials in the footer
  4. Page breaks
  5. Descendant distribution options
  6. UTC provisions
  7. Child Information
  8. Executors and Informal Proceeding
  9. Power of appointment
  10. Trust Provisions
  11. Distributions Trustees
  12. Guardians
  13. Specific Distributions
  14. Spousal SNT Override
  15. Spousal Distribution Options
  16. Residuary Distribution
  17. Remote contingent Distribution
  18. Continent SNT Options
  19. Fiduciary Powers
  20. General Provisions

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