Washington State Paralegal Association

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  • Paralegals' Guide to Key Estate Planning Documents

Paralegals' Guide to Key Estate Planning Documents

  • 01/26/2023
  • 10:00 AM - 1:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Key-Estate-Planning-Documents/Video-Webinar/96022ER_3852545?st=WA

Program Description

What Must and Should be Included

Trusts and estates practice requires of paralegals impeccable drafting and organizational skills. This legal course will help you navigate and structure the essential elements of estate planning documents. You will also gain valuable information concerning tax forms and tax consequences of planning. Ensure you have a solid understanding of the key aspects of wills and trusts - register today!

  • Take a closer look at the key components of wills.
  • Craft better proxy documents.
  • Explore the ins and outs of drafting trusts.
  • Navigate federal tax forms to quickly find the right information.

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. Organizing Document Preparation and Retention System
  2. Client Questionnaire and Initial Documents Gathering
  3. Types of Trusts and Their Key Provisions
  4. Fiduciary Tax Returns
  5. What's in a Will? Key Provisions Paralegals Need to Know
  6. Financial Powers of Attorney and Other Proxy Documents

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



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