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Overview
Top Uses, Administration Risks, and Dispute Potential
Your married clients want a shared will. What should your response be? Joint and mutual wills, while seemingly straightforward tools, can create significant complications and challenges in estate administration. This course addresses the nuances of these testamentary instruments, exploring their definitions, intended benefits, and the often-unforeseen challenges they present. Master the fundamentals of the practice - register today!
- Clarify the uses and limitations of mutual vs. joint wills.
- Discover what to look out for when administering an estate with a joint or mutual will.
- Explore the potential for disputes regarding the existence and terms of the agreement.
- Address conflicts between the will and subsequent actions of the surviving testator.
Abbreviated Agenda
- Defining Joint vs. Mutual Wills: Key Features and Overlapping Concepts
- The Pros: Cost Savings, Cohesion of Vision for Both Spouses
- The Cons: Implications for Subsequent Actions, Inflexibility, Dispute Potential
- Establishing the Existence of Mutual Wills: Evidentiary Hurdles
- Drafting Considerations and Case Law Analysis
- Administration Challenges and Questions Raised
- Exploring Alternatives
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 10-20-2027 |
| Alaska CLE |
|
1 Total | 10-20-2027 |
| Arkansas CLE |
|
1 Total | 06-30-2027 |
| Arizona CLE |
|
1 Total | 10-20-2027 |
| California CLE |
|
1 Total | 10-20-2027 |
| Colorado CLE |
|
1 Total | 12-31-2027 |
| Connecticut CLE |
|
1 Total | 10-20-2027 |
| Delaware CLE |
|
1 Total | 10-20-2027 |
| Florida CLE |
|
1 Total | 04-30-2027 |
| Georgia CLE |
|
1 Total | 12-31-2026 |
| Hawaii CLE |
|
1 Total | 10-20-2027 |
| Idaho CLE |
|
1 Total | 10-20-2030 |
| Illinois CLE |
|
1 Total | 10-19-2027 |
| Maine CLE |
|
1 Total | 10-19-2027 |
| Minnesota CLE |
|
1 Total | 10-20-2027 |
| Missouri CLE |
|
1.2 Total | 10-20-2027 |
| Northern Mariana Islands CLE |
|
1 Total | 10-20-2027 |
| Montana CLE |
|
1 Total | 10-20-2028 |
| North Dakota CLE |
|
1 Total | 10-20-2028 |
| Nebraska CLE |
|
1 Total | 10-20-2027 |
| New Hampshire CLE |
|
1 Total | 10-20-2028 |
| New Mexico CLE |
|
1 Total | 10-20-2027 |
| Nevada CLE |
|
1 Total | 10-20-2028 |
| New York CLE |
|
1 Total | 10-20-2028 |
| Oklahoma CLE |
|
1 Total | 10-20-2027 |
| Oregon CLE |
|
1 Total | 10-20-2028 |
| Pennsylvania CLE |
|
1 Total | 10-20-2027 |
| Tennessee CLE |
|
1 Total | 10-19-2027 |
| Vermont CLE |
|
1 Total | 10-20-2027 |
| Washington CLE |
|
1 Total | 10-19-2030 |
| Wisconsin CLE |
|
1 Total | 12-31-2026 |
| West Virginia CLE |
|
1.2 Total | 10-20-2027 |
| Florida Registered Paralegal |
|
1 Total | 04-30-2027 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 10-20-2027 |
| Texas State Bar of Paralegal Division |
|
1 Total | 10-20-2027 |
Credit Details by Jurisdiction
CLE
Credits
Alaska CLE Reciprocity · 1 Total Credits
Earn Until
OnDemand - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 1.0 hours of MCLE credit and 0.0 hour of MECLE credit.
Video Download - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 1.0 hours of MCLE credit and 0.0 hour of MECLE credit.
Arkansas CLE Approved · 1 Total Credits
Earn Until
OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 1 Total Credits
Earn Until
OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
California CLE Approved · 1 Total Credits
Earn Until
OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 1 Total Credits
Earn Until
OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 1 Total Credits
Earn Until
OnDemand - Connecticut CLE - 1: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 1: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 1 Total Credits
Earn Until
OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.
Florida CLE Approved · 1 Total Credits
- 1 Wills, Trusts and Estates
Earn Until
OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 1.0 - Wills, Trusts and Estates
Video Download - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 1.0 - Wills, Trusts and Estates
Georgia CLE Approved · 1 Total Credits
Earn Until
OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Video Download - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Hawaii CLE Approved · 1 Total Credits
Earn Until
OnDemand - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Idaho CLE Approved · 1 Total Credits
Earn Until
OnDemand - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 1 Total Credits
Earn Until
OnDemand - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit by the Illinois Supreme Court Commission on Professionalism.
Maine CLE Approved · 1 Total Credits
Earn Until
OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit
Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit
Minnesota CLE Approved · 1 Total Credits
Earn Until
OnDemand - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 1.2 Total Credits
Earn Until
OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.
Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 1 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.
Montana CLE Approved · 1 Total Credits
Earn Until
OnDemand - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
North Dakota CLE Upon Request · 1 Total Credits
Earn Until
OnDemand - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Nebraska CLE Approved · 1 Total Credits
Earn Until
OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 1 Total Credits
Earn Until
OnDemand - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Mexico CLE Approved · 1 Total Credits
Earn Until
OnDemand - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Nevada CLE Approved · 1 Total Credits
Earn Until
OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
New York CLE Approved · 1 Total Credits
- 1 Areas of Professional Practice
Earn Until
OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Oklahoma CLE Approved · 1 Total Credits
Earn Until
OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Oregon CLE Upon Request · 1 Total Credits
Earn Until
OnDemand - Oregon CLE - 1: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.
Video Download - Oregon CLE - 1: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.
Pennsylvania CLE Approved · 1 Total Credits
Earn Until
OnDemand - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Tennessee CLE Approved · 1 Total Credits
Earn Until
OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Vermont CLE Approved · 1 Total Credits
Earn Until
OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Washington CLE Approved · 1 Total Credits
Earn Until
OnDemand - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
Video Download - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 1 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
Video Download - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
West Virginia CLE Approved · 1.2 Total Credits
Earn Until
OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Florida Registered Paralegal Approved · 1 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
New Mexico Paralegal Division, State Bar of Approved · 1 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Select Jurisdiction
CLE
Paralegal
Agenda
-
Joint and Mutual Wills: Pros, Cons, and the Questions They Raise at Administration
- Defining Joint vs. Mutual Wills: Key Features and Overlapping Concepts
- The Pros: Cost Savings, Cohesion of Vision for Both Spouses
- The Cons: Implications for Subsequent Actions, Inflexibility, Dispute Potential
- Establishing the Existence of Mutual Wills: Evidentiary Hurdles
- Drafting Considerations and Case Law Analysis
- Administration Challenges and Questions Raised
- Exploring Alternatives
Who Should Attend
This legal course is designed for trusts and estates attorneys. Fiduciaries and paralegals will also benefit.
Speakers
Speaker bio
Erika A. Williams
is the CEO & Principal Attorney at The Law Office of Erika A. Williams, APC, a firm that focuses on assisting families in crises through family law litigation, dependency litigation, criminal law, education advocacy, and appellate advocacy. She is also the Owner and Managing Member of The Motivated Workplace, LLC, a management consulting firm. Ms. Williams is sought out for her expertise in employment law and employee and labor relations. Prior to her transition to a career in the law, she spent over 10 years working for the County of Los Angeles in various human resources, contracts, grants, and program management positions-including was responsible for managing the labor relations of seven (7) of the Department of Children and Family Services ("DCFS") larger regional offices, each with 200+ employees and 5+ managers. She represented executive- and senior-level management employees in the formal grievance process; advising on the interpretation and application of state and federal employment law, civil service rules, and labor contracts; facilitating numerous labor-management committees; and, serving as a subject-matter-expert on the Countywide remote-work programming. Additionally, Ms. Williams represented the Department's interests in the Countywide labor bargaining process. She is a University of California, Berkeley graduate. Ms. Williams holds a Master of Public Administration degree with an emphasis in Public Management from the California State University at Dominguez Hills and is SHRM-SCP certified. She received her J.D. from Southwestern School of Law. Ms. Williams is licensed to practice law in California and Arizona.
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