Register: https://ipe-sems.com/products/99572

Overview

Master Critical Tasks and Documents

Drafting wills and trusts requires a detail-oriented approach to writing and the results (or mistakes) may not come to light until years after the task is complete. It's essential to get it right. This fast-paced and 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.

Abbreviated Agenda

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