Trusts, Estates & Probate

Live Online

Electronic Wills Rules, Risks, and Disputes

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
Live Online
1 hours 30 minutes
Richard Lumley
With Richard B. Lumley from Smith Alling PS

Tue, Sep 29, 00:00 AM – 00:00 PM

Product ID 102378

Register For Course

Course Includes
$229

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

E-Wills Are Here. Is Your Practice Ready?

E-will legislation is gaining ground, and estate planning attorneys who aren't up to speed face real malpractice exposure. This legal briefing gives you a practical framework for advising clients on electronic wills: which states recognize them, what execution and notarization requirements apply, and how to protect your practice. Register today!

  • Understand the current e-will statutory landscape across key jurisdictions.
  • Master remote online notarization requirements and best practices.
  • Identify execution pitfalls that can invalidate an electronic will.
  • Advise clients confidently on when e-wills are - and aren't - the right choice.
  • Implement practical risk management safeguards for your estate planning practice.

Abbreviated Agenda

  1. Electronic Wills Law Update
    1. Uniform Electronic Wills Act (UEWA), State E-Will Statutes, and UETA Interactions
    2. Planning Implications in States Without E-Will Recognition
  2. Validity, Execution Requirements, and Common Mistakes
    1. What Qualifies as a Valid Electronic Signature for Testamentary Purposes
    2. Witness Requirements: In-Person, Remote, and Electronic Attestation
    3. Remote Online Notarization (RON): Platform Due Diligence, Procedures, and State-by-State Rules
    4. Self-Proving Affidavit Requirements in the Electronic Context
    5. Common Execution Errors and How to Prevent Them
  3. E-Wills: Attorney Best Practices and Risk Management
    1. Storage, Version Control, and Revocation Protocols: Building a Defensible Document Trail
    2. Document Authentication, Retention, and Chain-of-Custody Considerations
    3. Practical Intake and Workflow Checklist for E-Will Matters
    4. Advising Multi-State Clients
  4. Challenging and Defending Electronic Wills
    1. Grounds for Contest Unique to E-Wills
    2. Capacity and Undue Influence Claims in Remote Execution Settings: Evidentiary Challenges
    3. Revocation Disputes and Constructive Revocation
    4. Forensic Evidence: Metadata, Audit Logs, and Platform Records

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102378

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Electronic Wills Rules, Risks, and Disputes

    1. Electronic Wills Law Update
      1. Uniform Electronic Wills Act (UEWA), State E-Will Statutes, and UETA Interactions
      2. Planning Implications in States Without E-Will Recognition
    2. Validity, Execution Requirements, and Common Mistakes
      1. What Qualifies as a Valid Electronic Signature for Testamentary Purposes
      2. Witness Requirements: In-Person, Remote, and Electronic Attestation
      3. Remote Online Notarization (RON): Platform Due Diligence, Procedures, and State-by-State Rules
      4. Self-Proving Affidavit Requirements in the Electronic Context
      5. Common Execution Errors and How to Prevent Them
    3. E-Wills: Attorney Best Practices and Risk Management
      1. Storage, Version Control, and Revocation Protocols: Building a Defensible Document Trail
      2. Document Authentication, Retention, and Chain-of-Custody Considerations
      3. Practical Intake and Workflow Checklist for E-Will Matters
      4. Advising Multi-State Clients
    4. Challenging and Defending Electronic Wills
      1. Grounds for Contest Unique to E-Wills
      2. Capacity and Undue Influence Claims in Remote Execution Settings: Evidentiary Challenges
      3. Revocation Disputes and Constructive Revocation
      4. Forensic Evidence: Metadata, Audit Logs, and Platform Records

Who Should Attend

This program is designed for attorneys. Accountants, financial advisors, and paralegals may also benefit.

Speakers

Richard B Lumley
Richard B.
Lumley
Smith Alling PS
Speaker bio
Richard B Lumley

Richard B. Lumley

Smith Alling PS
Richard Lumley

is a litigation attorney whose practice primarily focuses on representing businesses and individuals in commercial, trust and estate, real estate, environmental, and employment disputes. He has in-depth experience representing clients in state and federal court, as well as alternative dispute resolution venues. Mr. Lumley values client collaboration and enjoys formulating litigation strategies to effectively and efficiently achieve desired results. He creates practical solutions for clients that are sensible from a business and personal perspective. Mr. Lumley attended Northeastern University School of Law, where he was a public interest law scholar. Following law school, he was an honors fellow at the U.S. Environmental Protection Agency in Washington, D.C., focusing on federal ethics and political activities law. Mr. Lumley's legal experience also includes managing a federally funded program at Lutheran Community Services Northwest that assists immigrants in removal proceedings with navigating the complex immigration court system.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us