Washington State Paralegal Association

  • Home
  • Paralegals' Guide to Wills and Trusts

Paralegals' Guide to Wills and Trusts

  • 01/23/2024
  • 9:00 AM - 12:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Wills-and-Trusts/Video-Webinar/97906ER_4023733?st=WA

Program Description

Master Critical Tasks and Documents

Drafting wills and trusts is intricate work the results (and mistakes) of which may not come to fruition until years after the task is complete. It's essential to get it right. This fast-paced practical course offers the knowledge and skills you need to assemble effective documents. 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.
  • Improve outcomes in client communications and notices.
  • Find effective ways to prep, organize, and store documents.
  • Ensure the plan is implemented correctly with tips for funding the 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 and Executing Wills
  2. Keeping the Plan on Track: Deadlines, Client Communications, and Notices
  3. Drafting and Funding Trusts
  4. Developing a Document Preparation System
  5. Common Mistakes Paralegals Make in Wills and Trusts Practice

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



Powered by Wild Apricot Membership Software