Drafting a Will: Essential Skills for Estate Planning Attorneys

Drafting a will is an essential skill for any attorney, as it is a cornerstone of basic estate planning that most law offices provide. Mastering this skill empowers attorneys to help clients safeguard their assets and ensure their wishes are respected. A well-drafted will can make a significant difference in clients' lives, offering them peace of mind and security for their loved ones.

While this program is designed for new attorneys looking to develop critical estate planning skills, it offers valuable insights for attorneys at any career stage. Attendees will learn the key principles and legal requirements for drafting a valid will and how to avoid common pitfalls. Additionally, the course will equip participants with best practices for guiding clients through the most important and challenging decisions they will ever make.

Learning Objectives:

• Explore the legal requirements of a will to ensure that the will is valid
• Discuss best practices for the initial consultation
• Identify the appropriate clauses to include during drafting
• Describe common pitfalls in drafting and executing a will
• Analyze working with clients at all process stages to help them feel comfortable
• Explore the ethical considerations of wills