E-Wills and Remote Online Notarization: Practical Mechanics for Planners and Probate Practitioners Out of Stock
Co-sponsored by the Colorado Bar Association Trust & Estate Section
On January 21, 2021, Governor Polis signed the Colorado Uniform Electronic Wills Act into law. Learn what “is” and “is not” an electronic will in Colorado, and the difference between electronic and paper wills. Become familiar with the procedures accompanying e-will execution. You will receive an overview of Colorado’s remote online notarial act and discover various remote online notary models with an emphasis on the needs of estate planners.
- Colorado is the second state to sign a Uniform Electronic Wills Act into law. Dig into the language of the law!
- Get your online notary provider questions answered (emphasis will be on the needs of estate planners)
- Identify the differences between electronic and paper wills
Home study products will be available approximately 2-3 weeks following the date of the live program.
If special accommodations are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
9:00 am – 9:50 am
Colorado Uniform Electronic Wills Act – As Signed by Governor Polis on January 21, 2021 and in Effect NOW
- What “is” and “is not” an electronic will in Colorado
- Execution requirements
- Choice of law and e-wills from others states
- Witnesses, notaries, self-proving affidavits
- Revocation, presumptions burdens of proof
- Harmless error
- Storage and certification of a paper copy
- Electronic notarization v. remote online notarization of e-wills
- Temporary rules for remote execution vs. e-wills
- Applicable case law
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty)Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
9:50 am – 10:00 am
Q&A
10:00 am – 10:10 am
Break
10:10 am – 11:00 am
A Guide to Remote Online Notary (RON) Providers and Integrating RON Into Your Planning Practice
Receive an overview of Colorado’s remote online notarial act requirements, and the various notarization models offered by approved RON providers in Colorado, focusing on the needs and requirements of estate planners.
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty) Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
11:00 am – 11:10 am
Q&A
11:10 am – 11:20 am
Break
11:20 am – 12:10 pm
E-Wills v. Paper Wills
- Lodging of an e-will
- Probate: formal, informal, and contested
- Uniform Asset to Digital Assets Act
- “Lost Will” and “Original Will”
- Holographic wills
- Common law doctrines
- Discovery and evidentiary nuances
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty) Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
12:10 pm – 12:20 pm
Q&A
12:20 pm – 12:30 pm
Break
12:30 pm – 1:30 pm
Optional live demonstrations from remote notarization platform providers SIGNiX, LiveNotary, and NotaryCam!
Not eligible for CLE credit
*Each session includes a 10-minute Q&A session
- Standard Price $389.00 USD
- Member Price $289.00 USD
- General Credits 3.00
- Ethics Credits 0.00
9:00 am – 9:50 am
Colorado Uniform Electronic Wills Act – As Signed by Governor Polis on January 21, 2021 and in Effect NOW
- What “is” and “is not” an electronic will in Colorado
- Execution requirements
- Choice of law and e-wills from others states
- Witnesses, notaries, self-proving affidavits
- Revocation, presumptions burdens of proof
- Harmless error
- Storage and certification of a paper copy
- Electronic notarization v. remote online notarization of e-wills
- Temporary rules for remote execution vs. e-wills
- Applicable case law
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty)Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
9:50 am – 10:00 am
Q&A
10:00 am – 10:10 am
Break
10:10 am – 11:00 am
A Guide to Remote Online Notary (RON) Providers and Integrating RON Into Your Planning Practice
Receive an overview of Colorado’s remote online notarial act requirements, and the various notarization models offered by approved RON providers in Colorado, focusing on the needs and requirements of estate planners.
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty) Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
11:00 am – 11:10 am
Q&A
11:10 am – 11:20 am
Break
11:20 am – 12:10 pm
E-Wills v. Paper Wills
- Lodging of an e-will
- Probate: formal, informal, and contested
- Uniform Asset to Digital Assets Act
- “Lost Will” and “Original Will”
- Holographic wills
- Common law doctrines
- Discovery and evidentiary nuances
Presented by Stephen M. Brainerd, Esq., Davis Graham & Stubbs LLP, Letitia M. (Letty) Maxfield, Esq., Trust & Estate Advocates, LLP, and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
12:10 pm – 12:20 pm
Q&A
12:20 pm – 12:30 pm
Break
12:30 pm – 1:30 pm
Optional live demonstrations from remote notarization platform providers SIGNiX, LiveNotary, and NotaryCam!
Not eligible for CLE credit
*Each session includes a 10-minute Q&A session
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