Course Description

*This complete Online Course includes a PDF of the book, Practical Assessment of Testamentary Capacity and Undue Influence in the Elderly, and the Final Exam. If you have access to the book and want to purchase the Final Exam only, click here.

This program covers the basic knowledge necessary to begin offering assessment of testamentary capacity and undue influence in the writing of wills, trusts, and other legal documents. Participants will become acquainted with the definition of terms used by the courts, the elements necessary to conduct such assessments, what is meant by “undue influence,” and the process involved in such assessments. A CD-ROM containing instruments and forms is provided with the book.

4 CE credits/hours, 40 questions

Target Audience

Psychologists | School Psychologists | Marriage & Family Therapists | Mental Health Counselors | Social Workers

Learning Level


Learning Objectives

  • Describe ordinary and legal definitions of testamentary capacity, and ordinary and legal definitions of undue influence.
  • Demonstrate methods for conducting psychological assessments relevant to testamentary capacity.
  • Present practical methods for conducting psychological assessments relevant to undue influence.


  1. 1
    • Statement of Understanding (downloadable/printable)

  2. 2
    • PDF Book (downloadable/printable)

  3. 3
    • "The Practical Assessment of Testamentary Capacity and Undue Influence in the Elderly" - Final Exam Questions (downloadable/printable)

    • Final Exam

  4. 4
    • Evaluation Questionnaire

About the Presenters

Eric G. Mart, PhD, ABPP

Eric G. Mart, PhD, ABPP (Forensic), received his doctorate in school psychology from Ferkauf Graduate School of Psychology in 1983.  He then completed a postdoctoral retraining internship at the Pauline Warfield Lewis Center in Cincinnati, Ohio in 1986.  Dr. Mart subsequently moved to New Hampshire to work for the Concord School District.  In 1987, he obtained licensure in New Hampshire and a year later entered private practice.  After two years of supervision, Dr. Mart became a board certified forensic psychologist (ABPP) in 2002.  In addition to forensic psychology, his current practice includes the treatment of children, adolescents, and adults; psychoeducational assessment; and school consultation.  He is well known for his work in the area of Factitious Disorder by Proxy (Munchausen's Syndrome by Proxy) and is the author of Issue Focused Forensic Child Custody Assessment among other books.  Dr. Mart has written numerous articles for peer-reviewed journals and legal publications.  He is past-president of the New Hampshire Psychological Association.

Adam D. Alban, PhD, JD

Adam D. Alban, PhD, JD, is a clinical psychologist and attorney at law in San Francisco, California, focusing on advising professionals who have fiduciary responsibilities on how best to serve clientele with diminishing cognitive abilities.  His law practice is geared to helping his clientele solve psychologically related legal problems.  He earned his MA and PhD from Michigan State University and interned at Western State Hospital in Tacoma, Washington.  He also has a law degree from American University's Washington College of Law.  Prior to moving to California, Dr. Alban maintained a practice in Washington, DC, working with children, adolescents, and their families individually as well as consulting to several area schools.  While in Washington, DC, Dr. Alban also served as a law clerk in the DC Department of Mental Health's General Counsel office, working at the nexus of law and mental health practice crafting policy, drafting regulatory changes, authoring legislation, and advising practitioners.