Paralegals' Guide to Key Estate Planning Documents
National Business Institute
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
- Organizing Document Preparation and Retention System
- Client Questionnaire and Initial Documents Gathering
- Types of Trusts and Their Key Provisions
- Fiduciary Tax Returns
- What's in a Will? Key Provisions Paralegals Need to Know
- 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.
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
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...
Contact this provider
Contact info
National Business Institute
Have a question about this course? Fill out this form and the provider will get in touch with you shortly