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Trusts and Estates Law for Paralegals

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Date and Time

Wednesday, July 29, 2026, 10:00 AM until 5:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Practical Estate Planning and Administration Essentials

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.

Abbreviated Agenda

  1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources
  2. Legal Research and Case Intake Tips From the Pros
  3. Wills, Trusts, and Other Critical Estate Planning Documents
  4. Types of Trusts, Their Uses, and Basic Provisions
  5. Accounting and Recordkeeping: Tips From Experienced Paralegals
  6. Asset Valuation and Inventory
  7. Probate Process Assistance and Case Management
  8. Communication With Fiduciaries, Beneficiaries, and Third Parties
  9. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates
  10. Paralegal Ethics Issues in Trusts and Estates Practice

Regoistration Fee $319.00

Register Now

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