Trusts and Estates Law for Paralegals

Paralegals play a pivotal role in helping attorneys provide critical legal services to clients in matters of trusts and estates, from drafting simple POAs and recording transfers to valuation and probate of the decedent’s assets and the settling of the estate. This broad-based overview offers foundational knowledge to help accomplish the tasks paralegals typically handle in this area of law. Build your skills – register today!

Get a solid grasp of fundamental legal terminology and concepts.
Understand the laws of intestacy and their implications.
Explore typical types of trusts and their applications.
Ensure you can accurately assess the estate’s value.
Learn how to assist in probate petition preparation and filing.
Get tips for effective communication with various stakeholders.
Clarify how to prevent unauthorized practice of law (UPL) in estate planning practice.

CLE Hours = 6 (1 Legal Ethics, 5 Substantive)