Trusts and Estates Paralegal's Guide to Staying Organized
National Business Institute
Course description
Trusts and Estates Paralegal's Guide to Staying Organized
As a trusts and estates paralegal, you have to juggle an incredible volume of documents, deadlines, and client communications every day. Staying organized is critical. This practical tool kit offers tips for creating and retaining client files, organizing estate planning document databases, and keeping track of tax and legal deadlines and client meetings.
Training content
- Managing Client Files
- Estate Planning Documents Templates: Creating and Maintaining Internal Forms Database
- Calendaring
- Data Security and Document Retention and Destruction
- Managing Priorities
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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
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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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Contact info
National Business Institute
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