Washington State Paralegal Association

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  • Trusts and Estates Law for Paralegals

Trusts and Estates Law for Paralegals

  • 04/30/2024
  • 7:00 AM - 2:00 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Trusts-and-Estates-Law-for-Paralegals/Video-Webinar/98450ER_4052214

Program Description

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.

Who Should Attend

This intermediate level estate planning kit is designed to help you build your essential skills. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  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. Asset Valuation and Inventory
  6. Accounting and Recordkeeping: Tips From Experienced Paralegals
  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

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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