Register: https://ipe.nbi-sems.com/ProductDetails/Trusts-and-Estates-Paralegal-s-Guide-to-Staying-Organized/Video-Webinar/95589ER_3788299?st=WA

Program Description

Calendaring Tips, Estate Planning Templates Management, Time Efficiencies, and More

As a trusts and estates paralegal, you have to juggle an incredible volume of documents, deadlines, and client communications every day. Staying organized is critical. This practical tool kit offers tips for creating and retaining client files, organizing estate planning document databases, and keeping track of tax and legal deadlines and client meetings. Tame the chaos - register today!

• Improve your calendaring and deadline management systems.
• Optimize your work efforts through smart prioritization of tasks.
• Organize wills, trusts, and other planning document templates for easy retrieval and editing.
• Shore up data security measures.
• Manage ongoing client communications, reminders, and updates.

Who Should Attend

This intermediate level estate planning kit is designed to help you build essential skills. Those who should attend include:

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

Course Content

1. Managing Client Files
2. Estate Planning Documents Templates: Creating and Maintaining Internal Forms Database
3. Calendaring
4. Data Security and Document Retention and Destruction
5. Managing Priorities