Practice Foundations: Sample Clauses for Estate Planning (On-Demand)

SKU: OC-62307-04

It is important to understand potential clauses that may be included in a will in order to properly advise clients when drafting or interpreting a will. This presentation explores key provisions of a will, including:

  • Personal representative and trustee
  • Transfer of personal property
  • Loans to children
  • Gifts to beneficiaries
  • Mutual will

This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.

The total running time is approximately 1 hour 2 minutes.

To view all presentations from Practice Foundations: Wills, click here.

Firm Broadcast License

A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. For additional information on how to be a facilitator, click here.

The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.  

For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.

Price range: $95.00 through $445.00

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