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Program Description

Essential Drafting Pointers for Wills and Trusts

Preparation of wills and trusts are an integral part of the estate planning process. It is imperative to stay on top of your game during each critical step along the way. Are you ready to undertake wills or trusts? This insightful course will provide you with the skills you need to handle drafting of wills and trusts with tips for smooth navigation through the estate planning process. Enhance your skills - register today!

• Discuss how to skillfully work through client intake.
• Take a closer look at the ins and outs of drafting wills
• Learn what clauses and provisions can be used in trusts.
• Examine the requirements for filing tax returns.
• Review common accounting practices paralegals need to know for wills and trusts.

Who Should Attend

This intermediate level course will teach attendees how to handle the paralegal duties associated with drafting wills and trusts. Those who should attend include: 

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

Course Content

1. Handling Client Intake for Wills and Trusts
2. Drafting Wills: What Paralegals Need to Know
3. Drafting The Trust
4. Filing Tax Returns for Wills and Trusts
5. Accounting Practices for Wills and Trusts
6. Ethics for Estate Planning Paralegals

Continuing Education Credit

Washington State Paralegal Association – Washington State Paralegal Association: 6.00