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Paralegals' Guide to Wills and Trusts
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Registration Info
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About this event
Overview
Master Critical Tasks and Documents
Drafting wills and trusts requires a detail-oriented approach to writing and the results (or mistakes) may not come to light until years after the task is complete. It's essential to get it right. This fast-paced and practical course offers the knowledge and skills you need to assemble effective documents. Ensure you have a solid understanding of the key aspects of wills and trusts - register today!
- Take a closer look at the key components for drafting wills.
- Explore the ins and outs of drafting trusts.
- Improve outcomes in client communications and notices.
- Find effective ways to prep, organize, and store documents.
- Ensure the plan is implemented correctly with tips for funding the trusts.
Abbreviated Agenda
- Drafting and Executing Wills
- Keeping the Plan on Track: Deadlines, Client Communications, and Notices
- Drafting and Funding Trusts
- Developing a Document Preparation System
- Avoiding Common Mistakes in Wills and Trusts Practice
Registration Fee $219.00