Creating and Using Custom Profiles – the Best Drafting Tool in your Practice System
June 23 @ 12:00 pm – 1:00 pm EDT
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.
If you’ve listened in to any of the InterActive Legal training classes or previous subscriber drafting webinars, you may recall hearing someone say that creating custom profiles is the most efficient way to use the program. And this is accurate – the best tool in the program, regardless of which practice system you have, is the custom profile. But what exactly are profiles, and how can they be customized? How many can you have? Can you edit them? What happens when the program is updated? All of these questions – and more – will be answered in this hour-long session, in which we will create and use several custom profiles.
We will first discuss how to create custom profiles for shorter, simpler documents, such as powers of attorney and health care directives. After we create them, we’ll show how they are accessed and used in drafting. Then, we’ll cover how to create and use custom profiles for wills, revocable trusts, and joint revocable trusts. Finally, we’ll discuss how to create profiles for other documents. If time permits, we’ll also cover how to group profiles into a document package for the quickest drafting experience.
If you’d like a preview of creating custom profiles, you can watch our short video on the topic here. This webinar is intended to expand on that short video and illustrate a few more profiles, as well as letting us answer any questions you may have about the process. We look forward to sharing with you more information on how to use this powerful tool.
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.