Estate Planning, Trusts & Probate

Document Prep Tips From Experienced Trusts and Estates Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 58 minutes
Jennifer McInerney
Sonya Murphy
With Jennifer M McInerney from McInerney Law + 1 other
Recorded July 22, 2025
Product ID 100596

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Course Includes
$219

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OnDemand content will be available within 14 days of event date.

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Overview

Ensure Estate Plans Are Cohesive and Well-Crafted

Paralegals play a pivotal role in helping attorneys structure estate planning documents, from drafting simple POAs and recording transfers to valuation and inventory of the clients' assets. This legal course offers practical knowledge to help paralegals improve their drafting and document handling skills. Become indispensable - register today!

  • Help attorneys draft and organize asset transfer documents that work well together.
  • Ensure you accurately assess the estate's value.
  • Organize your probate document prep process for greater efficiency.
  • Get tips for effective communication with various stakeholders.

Abbreviated Agenda

  1. Refining Estate Plan Case Intake Documents: Tips From the Pros
  2. Wills, Trusts, and Other Critical Estate Planning Documents
  3. Post-Drafting Recordkeeping and Probate Document Management
  4. Communication With Fiduciaries, Beneficiaries, and Third Parties
  5. Asset Valuation and Inventory Tips

Related Topics

Product ID 100596

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Refining Estate Plan Case Intake Documents: Tips From the Pros

  2. Wills, Trusts, and Other Critical Estate Planning Documents

    1. POAs (Powers of Attorney)
    2. Adult Guardianships/Conservatorships and Supported Decision-Making Agreements
    3. Healthcare Decision-Making Documents
    4. Wills and Trusts

  3. Post-Drafting Recordkeeping and Probate Document Management

    1. Ensuring Proper Titling of Assets
    2. Recording Gifts and Transfers
    3. Preparing Annual Accountings
    4. Refining Your Probate Document Prep System

  4. Communication With Fiduciaries, Beneficiaries, and Third Parties

    1. Probate Notices
    2. Creditor Communications
    3. Notices of Proposed Action
    4. Fielding Questions

  5. Asset Valuation and Inventory Tips

Who Should Attend

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

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

Speakers

Jennifer M McInerney
Jennifer
McInerney
McInerney Law
Sonya Murphy
Sonya
Murphy
U.S. Small Business Administration
Speaker bio
Jennifer M McInerney

Jennifer McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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Speaker bio
Sonya Murphy

Sonya Murphy

U.S. Small Business Administration
Sonya Murphy

has served as an attorney advisor at the U.S. Small Business Administration - Office of Disaster Assistance and as a contract advisor for the Internal Revenue Service. She presently maintains a solo transactional practice, which focuses on business law and estate planning. Ms. Murphy earned her bachelor's degree from Tennessee Tech University - College of Business and her J.D. degree from Charlotte School of Law, where she obtained a Leadership Excellence Certification. She is admitted to practice law in Tennessee.

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Top FAQs

What is included with my course purchase?

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.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

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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