The Steps for Success: Using "Adapt" Software for Estate Planning Documents

  • July 10, 2024
  • 12:00 PM - 1:00 PM
  • Online via Zoom

Registration


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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*

Log in information will be provided upon registration


*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. 

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