Draft Estate Planning Documents with These Practical Techniques
Draft Estate Planning Documents with These Practical Techniques



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on February 27, 2019

Do you have the information you need to draft estate planning documents for your clients? Get great insights into the estate planning essential building blocks: Wills and Trusts. Distinguish between their uses, the roles of key parties, governing laws, and potential planning pitfalls. This course offers the tools and knowledge you need to draft effective Wills and Revocable Living Trusts.

Attorney Judy-Ann SmithJudy-Ann Smith
Judy-Ann Smith is an attorney with the Judy-Ann Smith Law Firm, P.A. where she practices in the areas of estate planning, probate, guardianship, and family law. Ms. Smith has given various presentations on estate planning and probate. She earned her B.S. degree in nursing from Florida Atlantic University, her M.S. degree in nursing from Florida Atlantic University, and her J.D. degree from Nova Southeastern University. Ms. Smith is a member of the Florida Bar (member, Real Property, Probate, and Trust Law Section) and Jacksonville Bar association.

Contact Judy-Ann Smith

2 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:


OH Attorneys please note: OH Supreme Court will not approve any course that was aired more than 12 months prior.

SC Attorneys please note: Registration must occur no later than 5 business days from the event date or course accreditation is not guaranteed.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.


  1. Get practical Will and Revocable Living Trust drafting tips
  2. Key elements of effective Wills
  3. Key elements of effective Revocable Living Trust
  4. Revocable living trusts as an alternative to Wills
  5. Key Estate Inheritance Laws