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Customizing your System for Success
April 29, 2024 @ 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.
Webinar Description
Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process. Those features are often not evident “out of the box,” since it takes a bit of time to get used to drafting in a new system. However, pre-answered interviews, the option to add and assemble multiple documents, and the ability to copy one spouse’s documents to create a mirror image estate plan for the other with just a few steps can minimize drafting time, and most users take advantage of those features. Beyond those standard features are more options that each user can customize to not only save time, but also to make the system their own. We will discuss these options to customize your system in both small ways and more advanced ways, and how those custom tools can provide the most streamlined drafting experience.
In this presentation, we will explore custom profiles, document packages, and naming conventions for matters, documents, and more. After this session, you should understand:
- Why custom profiles are so powerful, and how to create, use, and edit them
- How setting up a document package (or two) can save drafting time and improve consistency
- Why the name of a matter matters
- How taking a few seconds to re-name documents can save time later
Please join us to learn more about tailoring your InterActive Legal drafting system to your firm and making it your own.
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 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.