Estate Planning Documents A-Z for Paralegals

Estate planning requires of paralegals broad knowledge and specific skills to properly structure the essential elements of estate planning documents. This course reviews core clauses of wills, trusts, POAs, guardianships, and other critical succession forms and documents you’ll need to draft, complete, and gather. Ensure you have a solid understanding of the key aspects of estate plans – register today!

Take a closer look at the key components of wills.
Craft better proxy documents.
Explore the ins and outs of drafting trusts.
Navigate federal tax forms to quickly find the right information.

CLE Hours = 6 (5.25 Substantive, 0.75 Non-Substantive)