Trusts, Estates & Probate

4.14

Joint and Mutual Wills: Pros, Cons, and the Questions They Raise at Administration

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
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Arkansas CLE Approved 1 Total
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California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
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Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
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Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
1 hours 2 minutes
Erika Williams
With Erika A. Williams from The Law Office of Erika A. Williams, APC
Recorded October 20, 2025
Product ID 101104

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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

  1. Defining Joint vs. Mutual Wills: Key Features and Overlapping Concepts
  2. The Pros: Cost Savings, Cohesion of Vision for Both Spouses
  3. The Cons: Implications for Subsequent Actions, Inflexibility, Dispute Potential
  4. Establishing the Existence of Mutual Wills: Evidentiary Hurdles
  5. Drafting Considerations and Case Law Analysis
  6. Administration Challenges and Questions Raised
  7. Exploring Alternatives

Related Topics

Product ID 101104

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
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Paralegal

Agenda

All times are shown in

  1. Joint and Mutual Wills: Pros, Cons, and the Questions They Raise at Administration

    1. Defining Joint vs. Mutual Wills: Key Features and Overlapping Concepts
    2. The Pros: Cost Savings, Cohesion of Vision for Both Spouses
    3. The Cons: Implications for Subsequent Actions, Inflexibility, Dispute Potential
    4. Establishing the Existence of Mutual Wills: Evidentiary Hurdles
    5. Drafting Considerations and Case Law Analysis
    6. Administration Challenges and Questions Raised
    7. Exploring Alternatives

Who Should Attend

This legal course is designed for trusts and estates attorneys. Fiduciaries and paralegals will also benefit.

Speakers

Erika A Williams
Erika A.
Williams
The Law Office of Erika A. Williams, APC
Speaker bio
Erika A Williams

Erika A. Williams

The Law Office of Erika A. Williams, APC
Erika 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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