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Building a Strong Foundation: Essential Probate Skills for Paralegals 2023

Product ID: CA3542D
Presented By: State Bar of Wisconsin PINNACLE

Building a Strong Foundation: Essential Probate Skills for Paralegals

Pro tips for probate

Probating an estate can be a confusing process involving disputes over the validity of a will, the value of an estate’s assets, paying out remaining debts, and conflicts over asset distribution. But probate courts work to ensure all interested parties – heirs, beneficiaries, and creditors – are protected and that property is distributed appropriately. And paralegals who have a thorough understanding of probate fundamentals can help manage client expectations and provide needed support during an emotionally challenging time.

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Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $99.00

Non-Member $129.00

Credits

1 CLE

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.

Quantity:
Maximum quantity must be less than or equal to 1.

Building a Strong Foundation: Essential Probate Skills for Paralegals

Pro tips for probate

Probating an estate can be a confusing process involving disputes over the validity of a will, the value of an estate’s assets, paying out remaining debts, and conflicts over asset distribution. But probate courts work to ensure all interested parties – heirs, beneficiaries, and creditors – are protected and that property is distributed appropriately. And paralegals who have a thorough understanding of probate fundamentals can help manage client expectations and provide needed support during an emotionally challenging time.

Read More ↓

Angela M. Gonzalez, SBWCP is a lifelong learner with a passion for adventure. After teaching English in Central Europe and earning her master’s degree, she earned her LLB from the University of London. Her experience as a paralegal in Budapest ignited her love for legal research and document drafting, which she continued to cultivate upon her return to the U.S. in 2009. Angie’s diverse background enables her to easily connect with people and to excel in client communication. 

As a State Bar of Wisconsin Certified Paralegal at Ruder Ware, Angie specializes in trust and estate administration while drawing upon her knowledge of other areas of law to benefit clients. She is a member of the Paralegal Association of Wisconsin and the National Federation of Paralegal Associations and presents on probate and other matters for various educational outfits. Beyond her legal career, Angie is an avid reader and alongside her husband, she is deeply committed to animal welfare, having rescued and rehabilitated numerous four-legged companions.

How you’ll benefit:

  • Learn about the many roles paralegals can play in probate cases
  • Become familiar with key terms and definitions used in probate practice
  • Complete the forms used in probate proceedings accurately 
  • Know when to use formal versus informal probate processes
  • Distinguish between probate and non-probate assets and examine their implications
  • All paralegals

Book Bonus!

Wisconsin Probate System: Forms and Procedures Handbook

Seminar attendees save 15% on Wisconsin Probate System: Forms and Procedures Handbook.* Whether you’re new to probate or you’re looking to refine your skills, the Handbook provides you with a comprehensive summary of probate law along with practice aids like forms, letters, and checklists to help you successfully probate an estate.  

*Attendees will receive information to access the 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. 

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