Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success 2023
Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success
Where there’s a will…
A well-executed estate plan gives clients peace of mind and makes administration of the estate a smoother process for their loved ones. Paralegals who are well-versed in estate planning fundamentals can have a meaningful impact on the lives of clients by helping develop successful estate planning strategies.
Crafting Future Legacies: A Paralegal’s Guide to Estate Planning Success
Where there’s a will…
A well-executed estate plan gives clients peace of mind and makes administration of the estate a smoother process for their loved ones. Paralegals who are well-versed in estate planning fundamentals can have a meaningful impact on the lives of clients by helping develop successful estate planning strategies.
At Crafting Future Legacies: A Paralegal’s Guide to Estate Planning Success, you’ll examine the crucial role paralegals can plan in estate planning and learn more about:
- Using intake questionnaires to gather information
- The purpose of and requirements for powers of attorney, wills, and simple trusts
- The advantages, disadvantages, and uses of revocable and irrevocable trusts
- Non-probate transfers and their implications
- Beneficiary designations and their role in estate planning
Add estate planning skills to your resume and enhance the overall quality of the services you provide to clients with help from Crafting Future Legacies: A Paralegal’s Guide to Estate Planning Success.
Register today!
Product details
· Understand the paralegal’s role in assisting clients with estate planning
· Learn estate planning basics, including wills, trusts, and powers of attorney
· Develop a clear understanding of the consequences of intestacy
· Explore techniques that enable clients to transfer assets without probate proceedings
· Distinguish between revocable and irrevocable trusts and know when to use each type
· Ensure clients’ assets are distributed according to their wishes
· All paralegals
NOTE: This seminar is not included in the scope of our GPA approval with the BBE. At this time, CLE credit for attorneys is not granted by the BBE.
Book Bonus!
Eckhardt’s Workbook for Wisconsin Estate Planners
Seminar attendees will enjoy a free two-week trial of the Eckhardt’s Workbook for Wisconsin Estate Planners Books Unbound® title and an invitation to save 15% on either a 1-year subscription to the Books Unbound title or purchase of the print book.* Eckhardt’s is a best-selling one-stop reference that demystifies the increasingly complex art of estate planning.
*Attendees will receive information to access the free trial and discount via email after attending the program. Discount applies to both print and digital Books Unbound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on purchase of full library.