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Overview

Keeping Estate Plans on Track

Trusts and estates paralegals know the work doesn't begin and end at getting the will and trust drafted. The only way the estate plan works is when it's based on accurate information, signed and executed properly, and if it's updated regularly. This legal guide covers the process from client intake through execution, life event changes, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today!

• Improve and customize your client intake and make sure all the necessary documents are gathered.
• Get tips for effective communication with various stakeholders.
• Prepare clients for the estate planning process and organize case files.
• Make better use of customized estate planning document templates.
• Stay on top of post-drafting estate plan execution and maintenance.
• Learn how to assist attorneys in estate planning and probate.

Abbreviated Agenda

1. Client Intake, Grief Counseling, and Follow-Up
2. Information Needed for Preparing Estate Plans and Estate Inventories
3. Organizing Will, Trust, POA Templates (Free and Specialized Drafting Software)
4. Tackling Capacity and Disability Issues
5. Funding Trusts, Obtaining Certification of Trusts, and Changing Deeds and Titles
6. Post-Drafting Maintenance: Setting Reminders, Tracking Life Events, Requesting Updates
7. Organizing Signed Estate Planning Documents and Case Files, Record Retention and Destruction
8. Essential Paralegal Duties in Probate