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SUMMARY:Wills and Trusts Essentials for Paralegals
DESCRIPTION:A lion’s share of wills and trusts work lies on paralegals. Every case requires meticulous attention to details\, and the mistakes may not come to light until years after the task is complete. So\, the pressure to get it right is real. This practical course offers the knowledge and skills you need to walk clients through intake\, navigate and customize document preparation systems\, draft documents\, and keep each case on track. Make your job easier and more effective – register today! \nKeep clients on track with effective and empathetic communication.\nTake a closer look at the key components for drafting wills.\nExplore the ins and outs of drafting trusts.\nFind effective ways to prep\, organize\, and store documents.\nEnsure the plan is implemented correctly: learn how to transfer different assets into trusts. \n  \nCLE hours = 5 (1 Legal Ethics\, 2 Non-Substantive\, 3 Substantive) 
URL:https://nala.org/event/wills-and-trusts-essentials-for-paralegals/
LOCATION:Virtual
CATEGORIES:Third Party CLE
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