09 November 2023 - Document Execution: The Good, the Bad and the Ugly

Join Grant Abbott and Tony Anamourlis from Abbott & Mourly Lawyers for an essential session exploring the crucial aspects of document execution. This expert panel will dissect what it takes for a document to be properly executed, the repercussions if it's not, and who can and cannot be parties to these documents. With an unfortunate prevalence of poorly executed documents in the industry, they will shine a light on the pitfalls and how to avoid them.

 

In this comprehensive session, we will delve into various state laws and examine a range of critical legal documents such as wills, enduring powers of attorney, trusts, companies, and superannuation funds. With the backdrop of the LightYear Docs platform, the panel will discuss the common missteps and practical tips to ensure proper execution. You'll gain an in-depth understanding of the subject that can help safeguard your clients and your practice from potential legal complications.

 

Don't miss this opportunity to learn from industry veterans Grant Abbott and Tony Anamourlis. Their collective expertise will provide you with valuable insights into the crucial, yet often overlooked, area of document execution. Whether you're a legal practitioner, financial advisor, or an individual keen to understand the intricacies of document execution, this webinar is an indispensable resource. Reserve your spot today and learn how to navigate this critical aspect of your professional practice. Attendees will receive one-hour CPD plus slides, a replay of the webinar and bonus client email detailing client benefits, data capture plus what to charge clients.