Document Prep Tips From Experienced Trusts and Estates Paralegals

Paralegals play a pivotal role in helping attorneys structure estate planning documents, from drafting simple POAs and recording transfers to valuation and inventory of the clients’ assets. This legal course offers practical knowledge to help paralegals improve their drafting and document handling skills. Become indispensable – register today!

• Help attorneys draft and organize asset transfer documents that work well together.
• Ensure you accurately assess the estate’s value.
• Organize your probate document prep process for greater efficiency.
• Get tips for effective communication with various stakeholders.