Wills and Trusts Essentials for Paralegals

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Description

Wills and Trusts Essentials for ParalegalsA 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

shared calendars

Unsure how to use GIS (geographic information systems) to create basic maps

Prepare pleadings

Establish and maintain proper communication with clients

Discovery can be overwhelming - mountains of documents

recording complex assets

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Explore helpful digital programs like exhibit and evidence management applications and electronic exhibit presentation tools

and there's a random (possibly redundant) invoice in the case file

Overcome obstacles when requesting medical records

Develop strategies to gather information from even the most forgetful or secretive clients

ethical considerations surrounding AI usage