Farris Lawyer, Isabel Romeral, recently taught a course with CLEBC – the 2023 Wills Drafting Workshop. The workshop discussed two dangerous myths in wills practice: (1) that anyone can draft an effective will; and (2) that there is such a thing as a “simple will”. The workshop also discussed the pitfalls that come along with these myths by learning an effective, systematic process for serving wills clients, pinpointing key issues, understanding where a will fits into an estate plan, and recognizing broader estate planning concerns when drafting a will. The workshop leaders presented a step-by-step process from the client interview stage through to drafting the will, identifying tips for avoiding claims and complaints along the way.
Isabel practices with Farris’ Private Client Services group, where she assists clients with estate and incapacity planning. She prepares wills, powers of attorney, representation agreements, alter ego trusts, joint partner trusts, family trusts and other planning documents. Her experience with clients ranges from young professionals to high net worth individuals.