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.

Webinar Description

Before automation, many attorneys would draft estate planning documents using standard forms that had default language and options pre-loaded into word processing templates.  If anything wasn’t needed for a particular client, those sections could be deleted, and custom language could be added.  The result was a document that included the attorney’s preferred default provisions, but tailored to the individual client’s needs.  Fast forward to now, when we are using document generation software.  We still have the ability to pre-load our default options, which will save time and improve consistency.  And doing so is the most efficient way to use your InterActive Legal drafting system. 

This subscriber drafting webinar will cover how to create your own pre-answered document interviews for your most common documents with your preferred default answers.  These custom profiles will save you more time when drafting – even more than the standard profiles provided by the InterActive Legal Content Team – because your starting point will be your personal defaults.  Plus, if you typically use the same set of documents for most clients, you can combine a group of your custom profiles into a document package, which will save even more time.

During the first portion of the session, we will walk through the creation of several custom profiles in both the Online and Legacy versions of InterActive Legal.  We will then use those custom profiles to create document packages.  At the end of the session, we will use one or two of the document packages we created to prepare a standard estate plan in 15 minutes or less. 

Join us for this review of the BEST way to set up your InterActive Legal drafting system – by making it your own through the use of custom profiles and document packages.

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.

Speaker Bio

Teresa L. Bush Esq.

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.

• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  How WTP Has Been Revised to Cope with Drafting 2010
• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  Turning Off Grantor Trust Status
• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  Turning Off Grantor Trust Status