Estate Planning, Trusts & Probate

Managing Estate Plans (Document Management, Tracking Life Events, Requesting Updates)

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
6 hours 1 minute
Kyle Massengale
Alicia Johnson
Alison Duffy
James Gillis
With Kyle Massengale from Wilmer & Lee + 3 others
Recorded April 30, 2025
Product ID 100204

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Course Includes
$319

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Overview

Keeping Estate Plans on Track

Trusts and estates paralegals know the work doesn't begin and end at getting the will and trust drafted. The only way the estate plan works is when it's based on accurate information, signed and executed properly, and if it's updated regularly. This legal guide covers the process from client intake through execution, life event changes, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today!

  • Improve and customize your client intake and make sure all the necessary documents are gathered.
  • Get tips for effective communication with various stakeholders.
  • Prepare clients for the estate planning process and organize case files.
  • Make better use of customized estate planning document templates.
  • Stay on top of post-drafting estate plan execution and maintenance.
  • Learn how to assist attorneys in estate planning and probate.

Abbreviated Agenda

  1. Client Intake, Grief Counseling, and Follow-Up
  2. Information Needed for Preparing Estate Plans and Estate Inventories
  3. Organizing Will, Trust, POA Templates (Free and Specialized Drafting Software)
  4. Tackling Capacity and Disability Issues
  5. Funding Trusts, Obtaining Certification of Trusts, and Changing Deeds and Titles
  6. Post-Drafting Maintenance: Setting Reminders, Tracking Life Events, Requesting Updates
  7. Organizing Signed Estate Planning Documents and Case Files, Record Retention and Destruction
  8. Essential Paralegal Duties in Probate
Product ID 100204

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Client Intake, Grief Counseling, and Follow-Up

  2. Information Needed for Preparing Estate Plans and Estate Inventories

  3. Organizing Will, Trust, POA Templates (Free and Specialized Drafting Software)

  4. Tackling Capacity and Disability Issues

  5. Funding Trusts, Obtaining Certification of Trusts, and Changing Deeds and Titles

  6. Post-Drafting Maintenance: Setting Reminders, Tracking Life Events, Requesting Updates

  7. Organizing Signed Estate Planning Documents and Case Files, Record Retention and Destruction

  8. Essential Paralegal Duties in Probate

Who Should Attend

This intermediate level estate planning guide is designed to help you build your essential skills. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Kyle Massengale
Kyle
Massengale
Wilmer & Lee
Alicia Johnson
Alicia
Johnson
Johnson Law Practice, PLLC
Alison F Duffy
Alison
Duffy
Dickinson Wright PLLC
James A Gillis
James
Gillis
Law Office of James A. Gillis
Speaker bio
Kyle Massengale

Kyle Massengale

Wilmer & Lee
Kyle Massengale

is an attorney with Wilmer & Lee in Decatur, Alabama. He has over 30 years of legal experience, primarily focusing on trusts and estates, real estate, corporate law, and trial advocacy. Mr. Massengale earned his J.D. degree from Faulkner University's Thomas Goode Jones School of Law. He is admitted to practice in Alabama and the U.S. Supreme Court. Mr. Massengale also holds a license with the Alabama Real Estate Commission as a Realtor. He frequently speaks at seminars for various communities and serves as a board member for NewLife Behavior Prison Ministry.

Speaker bio
Alicia Johnson

Alicia Johnson

Johnson Law Practice, PLLC
Alicia Johnson

is an attorney with Johnson Law Practice, PLLC, where she provides accessible legal services to small businesses and families. She focuses her practice in the areas of business, real estate, wills, trusts, and probate. Ms. Johnson earned her B.A. degree from Gonzaga University and her J.D. degree, cum laude, from Seattle University School of Law.

Speaker bio
Alison F Duffy

Alison Duffy

Dickinson Wright PLLC
Alison Duffy

is a member/partner in Dickinson Wright PLLC's Troy office, focusing her practice on probate litigation. Previously, she handled civil litigation matters at a Michigan-based personal injury firm, gaining extensive experience in Medicare, Medicaid and ERISA issues and litigating numerous cases before state and federal court juries. Ms. Duffy earned her Bachelor's Degree, cum laude, from Michigan State University and her J.D. degree from the University of Detroit Mercy School of Law. She is a member of the American Association for Justice, American Bar Association, Michigan Association for Justice (past Executive Board Member), Oakland County Bar Association, and Ingham County Bar Association. Ms. Duffy is admitted to practice law in Michigan.

Speaker bio
James A Gillis

James Gillis

Law Office of James A. Gillis
James Gillis

is a solo practitioner at the Law Office of James A. Gillis, where he focuses his practice on estate planning and estate and trust administration - wills, trusts, and estates. A significant part of his practice involves advising and assisting clients serving as executors, administrators, personal representatives, and trustees. Mr. Gillis typically creates a plan at the outset for how the estate or trust will be administered, giving due consideration to the choices that will be presented during the administration process, and then plan how the work will be divided among the client and assisting professionals. He also helps clients who have already started the administration process, including preparing court accountings and gift and estate tax returns. Mr. Gillis received his B.S. from Villanova University and his J.D., cum laude, from Drexel University Thomas R. Kline School of Law. He is admitted to practice law in Virginia and the District of Columbia.

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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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