Washington State Paralegal Association

  • Home
  • Intro to Wills and Trusts for Paralegals

Intro to Wills and Trusts for Paralegals

  • 11/28/2023
  • 10:00 AM - 11:00 AM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Intro-to-Wills-and-Trusts-for-Paralegals/Video-Webinar/97670ER_3999775?st=WA

Program Description

Key Tools of Estate Planning

Whether you're just starting out as a paralegal in trusts and estates practice or are looking for a refresher, this briefing is for you. Explore the critical elements you need to assemble accurate, comprehensive estate planning documents. Ensure you have a solid understanding of the foundational aspects of wills and trusts - register today!

  • Take a closer look at the key components of wills.
  • Explore common types of trusts.
  • Get tips for developing document preparation and client communication systems.
  • Understand essential tax compliance requirements.

Who Should Attend

This basic 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. Wills: Standard Clauses, Execution, Authentication
  2. Trust Structures and Provisions
  3. Developing and Maintaining a Document Preparation System
  4. Tax Planning and Compliance Tasks
  5. Probate Considerations
  6. Essential Client Communications

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



Powered by Wild Apricot Membership Software