Mediating Estate Planning and Estate Disputes

Course Categories
Mediator Ethics | Interpersonal Violence | Diversity Awareness
Circuit/County Mediator | Family Mediator | Appellate Mediator |
General CME Courses |


In this course we discuss the use of mediation in the estate planning arena, and the use of mediation in the resolution of disputes involving wills, trusts and related estate disputes. Here we argue that estate planning should be modernized, and viewed more as a collaborative process involving planning attorneys, financial advisors, insurance professionals, and mediators. In taking this approach we may better serve the wishes of the testator, and foster better family relationships of the beneficiaries. Also the traditional way to address an estate dispute is to lawyer-up and file a lawsuit, and it is common to see families being torn apart in this process. Surely this is not what the decedent would have wanted to happen. Here we argue that there must be a better way, and propose a new family centric approach to resolving issues involving estate disputes. Join us in this journey.


4 hours of mediator ethics


This is a quick thank you for the efforts you put in to your meditation seminars. Having been an attorney for over 30 years and a mediator for over 10, I have certainly participated in my fair share of continuing education. Yours is among the most informative, competent, and rewarding seminar(s) I have experienced.
Bob S., Fernandina Beach, FL

Thank you! The videos were very well done, interesting and informative. I was pleasantly surprised how much I enjoyed you and your husband’s presentations.
Steven T., Sarasota, FL

The course was perfectly organized, the website functioned without a problem, and with equal importace, your employee who assisted me was superlative.
Patrick C., Gulf Breeze, FL

EXCELLENT Mediator Certification Renewal courses! Great support. Got all 16 hours. Best in the business. Thank you!!
Constance D., Pagosa Springs, CO

All I can say is that I could never have done it without you.
Larry P., Naples, FL

I watched the section about imaging, and, as an MD, I thought you explained it all very clearly so that non-medical people should understand...
Joel K., Parkland, FL

You were great at responding even on the weekend! Remarkable.
Deborah C., Orlando, FL

I just want to let you know that Module 40 in which you discussed with Wayne X-rays and MRIs was my favorite presentation.
Joseph K. , Plantation, FL

Very good course! I've conducted over 3,000 Mediations in Northwest Florida since 2001 and I still learned quite a bit so Thank you!
Mary B.,

I am delighted to have finished the very educational 16 hour course and thoroughly enjoyed it. Further, I already plan to choose Westbay Mediation Educations Services online interactive for my next renewal! Thank you again!
Elizabeth W., Ft Lauderdale, FL

Very impressive. Thank you.
Jan R.,

As long as you remain there, everything is going to be perfect with Westbay Mediation as always!!! See you next renewal Aliya!
Angie C., Miami, FL

01 Introduction To The Use Of Mediation In Estate Planning
02 Course Disclaimer
03 Estate Planning Identified
04 Conflicting Needs and Conflicts of Interest
05 The Use Of Mediation In Estate Planning
06 Role of the Mediator In Estate Planning
07 Traditional Steps Taken To Resolve Estate Issues
08 Introduction To The Use of Mediation in Wills, Trusts and Estate Disputes
09 Wills and Trusts for Mediators
10 Overview Of The Probate Process for Mediators
12 Traditional Steps Taken To Resolve Estate Disputes
13 Role of the Mediator In Estate Disputes
14 Branding Your Services - Optional, Mediator Marketing
15 Top 4 Mediator Marketing Tools - Optional, Mediator Marketing


Course Registration

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Policy and Procedures

There is no risk on your part in taking this course. If you are not satisfied we will provide you with a full refund. Upon payment and approval of your registration, we will email you access credentials to the course. Upon completion of this course a downloadable electronic certificate will be provided, along with a detailed course outline. You may attach these documents to your mediator renewal application.