Course description

WILLS: Legal Updates, Key Provisions and Issues

Wills remain one of the most common testamentary documents used to plan an estate. This practical how-to guide offers specific instructions for handling new asset issues, new and emerging forms of wills and associated challenges, and the changing role of the executors.

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Training content


  1. Testamentary Capacity and Undue Influence
  2. Wills vs. Trusts and Using Wills and Trusts Together
  3. Structuring the Will
  4. Electronic Wills and E-Signatures: Formalities, Authentication, etc.
  5. Appointment of the Executor and Beneficiary Designations (with Samples)
  6. Administrative Provisions: Asset Management and Transfer, Payment of Debts and Taxes, etc. (With Sample Language)
  7. Execution, Interpretation, Modification of the Will
  8. Common Mistakes and Issues in Will Drafting, Execution, and Administration
  9. Legal Ethics

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...


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National Business Institute

1218 McCann Dr
54720 Altoona WI

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