Washington State Paralegal Association

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  • What Paralegal's Need to Know About Wills and Trusts

What Paralegal's Need to Know About Wills and Trusts

  • 04/13/2021
  • 8:00 AM - 11:15 AM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/What-Paralegals-Need-to-Know-About-Wills-and-Trusts/Video-Webinar/89322ER_3186742?st=WA&pt=1

Program Description

Essential Elements of Estate Planning Documents

It is imperative that paralegals have first-rate organizational skills and superior attention to detail when it comes to drafting wills and trusts. This essential course will provide you with the important elements you need to assemble accurate, comprehensive documents. You will also gain valuable information concerning tax filing and applicable accounting principles. 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.
  • Discuss what is necessary to adequately file tax returns for wills and trusts.
  • Understand the fundamental accounting aspects 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. Drafting Wills: What Paralegals Need to Know
  2. Drafting The Trust
  3. Filing Tax Returns for Wills and Trusts
  4. Accounting Practices for Wills and Trusts

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



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