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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
- The General Principles: Distinguishing Guardianships and Conservatorships
- Researching Capacity and Benefit Needs
- Preparing Documentation and Court Filings
- Unopposed vs. Contested Guardianships
- Guardian/Conservator Choice, Duties, Powers, and Limits
- Reformation and Restoration of Rights
- Case Management and Financial Recordkeeping
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 10-23-2027 |
| Delaware Certified Paralegal Program |
|
3 Total | 10-23-2026 |
| Florida Registered Paralegal |
|
3 Total | 10-23-2026 |
| Indiana Paralegal CLE |
|
3 Total | 10-23-2026 |
| NALA |
|
3 Total | 10-23-2026 |
| Montana CLE Credit for Paralegals |
|
3 Total | 10-23-2027 |
| North Carolina Continuing Paralegal Education |
|
3 Total | 10-23-2026 |
| New Mexico Paralegal Division, State Bar of |
|
3 Total | 10-23-2027 |
| Ohio Certified Paralegals |
|
3 Total | 10-23-2026 |
| NFPA |
|
3 Total | 10-23-2026 |
| Texas State Bar of Paralegal Division |
|
3 Total | 10-23-2027 |
| Washington Paralegal Association |
|
3 Total | 10-23-2026 |
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).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 1 Ethics
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
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.
North Carolina Continuing Paralegal Education Approved · 3 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
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).
Ohio Certified Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
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.
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
The General Principles: Distinguishing Guardianships and Conservatorships
-
Researching Capacity and Benefit Needs
-
Preparing Documentation and Court Filings
-
Unopposed vs. Contested Guardianships
-
Guardian/Conservator Choice, Duties, Powers, and Limits
-
Reformation and Restoration of Rights
-
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
Speaker bio
Eraka L. 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.
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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