Estate Planning Essentials for Paralegals

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Description

Estate Planning Essentials for ParalegalsPrepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates

to scheduling and case management

You'll leave with skills you can apply the next day

In this paralegal-focused program

Stay ahead of crucial deadlines and deliver better outcomes for clients - register today

empowering you to excel in your role

Read and cross-read legal descriptions and surveys for conflicts and other issues

our expert faculty unveil real-world tips for conducting effective investigations

Get real-world advice for reducing lien amounts

and work smarter when it comes to discovery and evidence

Analyze data and documents from opposing counsel

Analyze records with greater speed and precision

from drafting simple POAs and recording transfers to valuation and probate of the decedent's assets and the settling of the estate