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Using the “Document Packages” Feature in InterActive Legal
December 16, 2022 @ 12:00 pm – 1:00 pm EST
Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.
Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages. In this case, however, it’s not a present or gift, but a package of estate planning documents. Most planners are familiar with preparing a group of documents – often called a “package” – that includes one or more testamentary documents plus two or more ancillary documents for incapacity planning. This subscriber drafting webinar will focus on how to work with a group of documents in the program, and also how to set up standard document packages to improve efficiency.
The Document Packages function is available in both the online and legacy versions of InterActive Legal Suite, in all practice systems, and both will be demonstrated in this webinar. We’ll spend the first half hour discussing how to create a set of documents for an individual client, and then how to create custom packages for use with future clients, in the online system. Thereafter, we’ll go through the same process in the legacy system for the remaining half hour. We’ll likely have some time leftover for questions, and we can extend the time a bit to make sure all questions are answered.
If you’ve never used the Document Packages feature, don’t miss this illustration of how it can streamline your drafting process. It’s our practice-enhancing gift to subscribers for the new year!
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.