Estate Planning, Trusts & Probate

Paralegals' Guide to Guardianships and Conservatorships

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 45 minutes
Eraka Childs
With Eraka L. Childs from The Childs Legacy Law Firm P.C.
Recorded October 23, 2025.
Product ID 100815

Buy This Course

Course Includes
$219

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Capacity, Creation, Reformation, and More!

Guardianships and conservatorships are an indelible part of elder law practice. Do you have all the skills you need to handle all the research and document preparation that goes into their creation and reformation? This practical course offers a breakdown of what you'll typically be expected to know and do to assist with adult guardianships and conservatorships, from verifying capacity to case file management. Register today!

  • Master the legal principles, including unique terminology and the difference between proxy options.
  • Gather and organize supporting documentation, including medical records, financial statements, and social work reports.
  • Maintain case files, track deadlines, and keep track of hearings with tips from the pros.
  • Learn to provide compassionate and professional support to clients and their families.

Abbreviated Agenda

  1. The General Principles: Distinguishing Guardianships and Conservatorships
  2. Researching Capacity and Benefit Needs
  3. Preparing Documentation and Court Filings
  4. Unopposed vs. Contested Guardianships
  5. Guardian/Conservator Choice, Duties, Powers, and Limits
  6. Reformation and Restoration of Rights
  7. Case Management and Financial Recordkeeping

Related Topics

Product ID 100815

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. The General Principles: Distinguishing Guardianships and Conservatorships

  2. Researching Capacity and Benefit Needs

  3. Preparing Documentation and Court Filings

  4. Unopposed vs. Contested Guardianships

  5. Guardian/Conservator Choice, Duties, Powers, and Limits

  6. Reformation and Restoration of Rights

  7. Case Management and Financial Recordkeeping

Who Should Attend

This intermediate level course will help you master the rigors of elder law practice. Those who should attend are:

  • Paralegals
  • Legal Secretaries
  • Paraprofessionals
  • Legal Staff

Speakers

Eraka L Childs
Eraka L.
Childs
The Childs Legacy Law Firm P.C.
Speaker bio
Eraka L Childs

Eraka L. Childs

The Childs Legacy Law Firm P.C.
Eraka Childs

is a business, estate planning, probate, guardianship and family law attorney at The Childs Legacy Law Firm P.C. As an experienced trial attorney, her practice emphasizes helping people to build, preserve and pass on their wealth. Ms. Childs has more than 20 years of experience advising business owners regarding their human resources practices and other business matters. She works with her clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes. Ms. Childs earned her B.A. degree from Southwestern University and her J.D. degree from South Texas College of Law Houston. She is licensed to practice law in Texas.

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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.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

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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