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Speaker Series Webinar – Handling the Important Stuff:  Practical Solutions for Estate Planners to Help Clients with Personal Effects

July 16 @ 4:00 pm 5:00 pm

Webinar Description

Matt Paxton has been cleaning up estates for 20 years.  You may know him from television, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families.  The lessons he has learned are invaluable for estate planning and probate attorneys alike.  Estate planners can – and should – help clients plan now to make things easier on heirs later, through current inventories and decision making, while also preserving family history and stories.  Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”  

The assets most important to a family are often those with the least financial value.  An estate planning or elder law attorney who focuses on what means most can truly fulfill the lawyer’s role as a counselor by providing order and tools to bequeath sentimental value as well.  In this webinar, Matt will provide a unique perspective, based on his years of working with families, including:

  • Examples of how to tell client stories
  • The top 10 items in a home that surprisingly have financial value
  • The top 10 items in a home that do NOT have value
  • Inventory tools
  • The benefits of making gifts during lifetime
  • How to build trust within five minutes

Please join us for the next installment in the InterActive Legal Speaker Series.  We are proud to welcome Matt Paxton and know that he will provide us with several take-aways to help our clients, whether in the planning or probate phase.

InterActive Legal Speaker Series Presents

Matt Paxton

Webinar Tips

  • After registering, you will receive a confirmation email containing information about joining the webinar.
  • Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
  • If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
  • Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.