EVENT CALENDAR

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.

All InterActive Legal drafting systems include a Joint Revocable Trust, which operates as one combined estate planning document for a married couple or unmarried partners.  As a revocable trust, this document also is intended for incapacity planning, and includes provisions for managing trust assets for the benefit of the grantors (and later the surviving grantor) during lifetime, as well as provisions for disposing of property at each spouse’s death.  Because this document includes the estate plan for two separate individuals, it includes some drafting options that differ from those in a standard (one-grantor) revocable trust or last will and testament.

InterActive Legal drafting systems contain hundreds of different options, which can make using the program sometimes feel a bit overwhelming.  Many of the options won't be needed for most clients, but are nice to have when the situation arises.  So how can you best navigate the numerous drafting options in the program for your most common estate plans?