Probate & Trust Administration
During this webinar, we will cover the process that Lawyers With Purpose uses for probate and trust administration. LWP’s Member Success Supervisor, Amanda Bossow, will walk through how to create a probate and trust administration matter so they can gain familiarity with Actionstep and LWP’s workflows. Participants will also be able to determine what additional steps are mandated by their state and county requirements.
Wednesday, December 14, 1:00 – 2:00 pm (EST)
By attending live, you will gain:
- A broader understanding of LWP’s processes and how they can help your streamline your work in both practice areas
- The ability to confidently navigate Actionstep and leverage the workflows for probate and trust administration
- The skills necessary to immediately implement LWP’s workflows in your practice.
We will take time to walk through Actionstep so each participant will be able to gain experience with the basics of each workflow.
There will also be time to engage directly with Amanda, so come ready with questions.
This webinar is open to Lawyers With Purpose members only.
Registration Required
Speaker
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Amanda BossowHead of Education | Lawyers with Purpose
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