ICLE | Demonstration: Probate and Estate Planning Client Signing Meeting
Seminars
  
Demonstration: Probate and Estate Planning Client Signing Meeting
On-Demand Seminar (Posted 10/01/19) | Level: Basic
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
    

Prevent improperly executed, notarized, or witnessed estate plans and unfunded trusts with a carefully orchestrated signing meeting. Put the finishing touches on a well-drafted estate plan and send your clients off with functional documents. The experts will also discuss best practices and review essential points to cover with your clients.

Watch so you can:

  • Address issues of capacity to sign documents
  • Give funding directions and get waiver acknowledgements
  • Confirm proper transfer and titling
  • Get power of attorney agent acknowledgments
Available Formats
ON DEMAND
Alexandra Nassar and Amir Abu-Aita discuss and demonstrate trust funding at a client signing meeting....
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