iPractice – Last Wills and Testaments

Welcome to iNotaryNow’s continuing education series: iPractice. This course, developed exclusively for Louisiana Notaries Public, will prepare you to confidently incorporate testaments into your notarial practice. Whether you are an experienced notary with several testaments under your belt or brand new to notarial practice, there is a tremendous amount for you to learn in this course. Join us for a deep dive into Louisiana testament law as we cover everything you will need to know to draft and receive testaments for your constituents, including:

• Capacity
• Forms of Testaments
• Types of Legacies
• Legatees
• Witnesses
• Revocation
• Limits on Testamentary Provisions
• Forced Heirship
• Prohibited Substitutions
• Illegal Conditions Permissible Provisions
• Preparing and Receiving Testaments
• Codicils
• Ethical Considerations

Additionally, you will have access to the most up-to-date forms when you purchase this course, including constituent questionnaires, sample testament language, sample codicil language, and sample clauses for insertion into testaments.

About your instructor:

Julie DesOrmeaux Rosenzweig, J.D., is a practicing Louisiana attorney and notary with nearly 20 years experience, and she is the owner of iNotaryNow, Louisiana’s premiere notarial exam online preparation course.
Julie was born and raised in Abbeville, Louisiana, graduated from Loyola University New Orleans, cum laude with University Honors, in 2001, and graduated from Tulane University Law School in 2005. She has practiced since that time in Louisiana in the fields of estate planning, family law, and criminal law, serving at one point as a felony prosecutor for the 16th Judicial District Court and as a public defender. Julie currently focuses on estate planning for growing families, including wills, trusts, powers of attorney, living wills, guardianship designations, special needs planning, and long-term care planning.
Julie has extensive public speaking experience, including presenting numerous educational seminars both live and online to community groups, parish bar associations, and the general public on a variety of estate planning topics. Julie recently presented a seminar on Trusts to the Louisiana Notary Association’s annual convention.
Julie and her husband live in Broussard, Louisiana, with their seven children, four cats, one dog, and one bearded dragon.