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CREATED:20250417T155753Z
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UID:10000007-1746003600-1746028800@nala.org
SUMMARY:Managing Estate Plans (Document Management\, Tracking Life Events\, Requesting Updates)
DESCRIPTION:Keeping Estate Plans on Track\n\nTrusts and estates paralegals know the work doesn’t begin and end at getting the will and trust drafted. The only way the estate plan works is when it’s based on accurate information\, signed and executed properly\, and if it’s updated regularly. This legal guide covers the process from client intake through execution\, life event changes\, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today! \n\nImprove and customize your client intake and make sure all the necessary documents are gathered.\nGet tips for effective communication with various stakeholders.\nPrepare clients for the estate planning process and organize case files.\nMake better use of customized estate planning document templates.\nStay on top of post-drafting estate plan execution and maintenance.\nLearn how to assist attorneys in estate planning and probate.\n\n\nCLE hours = 6 Substantive
URL:https://nala.org/event/managing-estate-plans-document-management-tracking-life-events-requesting-updates/
LOCATION:Virtual
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