Attention Attorneys, Paralegals and LDAs
THE STEPS FOR SUCCESS:
Using "Adapt" Software for Estate Planning Documents
Wednesday, July 10, 2024
12:00 PM - 1:00 PM
Featured Speaker:
JENNIFER HUGHES, LDA
Agenda will include:
Client Data Input (in-person/remote) Interview Responses Review of Information Helpful Edits Setting up Notary and Witness Delivery of Finished Portfolio
Please note:
This webinar will not be discussing technical software issues. The speaker is an experienced user of the software and is not a representative of Adapt. User issues may be addressed by and agent of Adapt at a future date.
Earn 1.0 hour MCLE credit*
*MCLE certificates will be emailed to attendees whose FIRST AND LAST NAME appear on the Zoom report, verifying attendance for a minimum acceptable time. Please allow 2 business days for receipt of your certificate.