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Donna Gee×
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  • OC-61977-02

    The Age Old Truth about Testamentary Capacity (On-Demand)

    $95.00
    In this presentation, Donna Gee discusses the issue of testamentary capacity, including criteria, approaches, and tools to consider. This on-demand program was originally presented as an in-person program in November 2015.
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  • 61977.02

    The Age Old Truth About Testamentary Capacity

    $65.00
    This paper discusses the factors lawyers need to be aware of regarding capacity, including how to create a properly documented process in order to validate and support the likelihood of a client’s testamentary capacity during the legal services process. A lawyer checklist regarding capacity, a sample letter requesting a capacity assessment report, and a sample capacity assessment report are included.
    This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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