Paralegals' Guide to Key Estate Planning Documents

National Business Institute
Training overview
Professional Course
3 hours
From 219 USD

Start dates
219 USD
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Course description

Paralegals' Guide to Key Estate Planning Documents

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.

Training 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

Certification / Credits

  • 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.

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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