Best Seller

Estate Planning, Trusts & Probate

Wills and Trusts Essentials for Paralegals

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
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 57 minutes
Julie Eisenhower
Daniel Del Collo
Stephanie Graham
With Julie D Eisenhower from Patel & Eisenhower, PLLC + 2 others
Recorded October 21, 2025
Product ID 101092

Buy This Course

Course Includes
$319

OnDemand Video

Video Download

Course Book Download

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

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Practical Guidance for Key Tasks and Documents

A lion's share of wills and trusts work lies on paralegals. Every case requires meticulous attention to details, and the mistakes may not come to light until years after the task is complete. So, the pressure to get it right is real. This practical course offers the knowledge and skills you need to walk clients through intake, navigate and customize document preparation systems, draft documents, and keep each case on track. Make your job easier and more effective - register today!

  • Keep clients on track with effective and empathetic communication.
  • Take a closer look at the key components for drafting wills.
  • Explore the ins and outs of drafting trusts.
  • Find effective ways to prep, organize, and store documents.
  • Ensure the plan is implemented correctly: learn how to transfer different assets into trusts.

Abbreviated Agenda

  1. Keeping the Case on Track, Client and Third-Party Communications
  2. Wills: Key Provisions and Required Formalities
  3. Drafting and Funding Trusts
  4. Navigating Document Preparation Systems
  5. Common Mistakes Paralegals Make in Wills and Trusts Practice
  6. Ethics Guide for Trusts and Estates Practice

Related Topics

Product ID 101092

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
NFPA 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. Keeping the Case on Track, Client and Third-Party Communications

    1. Walking Clients Through the Intake: Common Questions and Accommodations for Elderly and Disabled Clients
    2. Obtaining Additional Documents, Signatures, Informed Consent
    3. Keeping Clients on Track With Empathy: Follow-Up Calls, Grieving and Unresponsive Clients, etc.
    4. Managing Workflows, Common Roadblocks and Delays
    5. Refining Client Email Templates (With Examples)
    6. Transferring Data From Intake to Case Documents: Preventing Mistakes
    7. Change and Revocation of Powers of Attorney
    8. Notifying Fiduciaries of Their Duties
    9. Referrals and Consulting With Accounting, Tax, and Financial Advice Professionals

  2. Wills: Key Provisions and Required Formalities

    1. Standard Provisions to Include in a Simple Will
    2. Nomination of Guardians of Minor Persons and Protective Clauses
    3. Gifting Provision
    4. Designating Fiduciaries
    5. Disinheritance and No-Contest Clauses
    6. Powers of Attorney and Advance Directives
    7. Ensuring Proper Execution

  3. Drafting and Funding Trusts

    1. Typical Types of Trust Structures and Their Uses
    2. Trust Common Elements and Sample Clauses
    3. Amendments to Trust Agreements
    4. Drafting a Trust Agreement: Common Mistakes and Practical Tips
    5. Making Sure the Trust is Properly Funded

  4. Navigating Document Preparation Systems

    1. Comparing Top Estate Planning Document Preparation Services
    2. Updating Default Data Across the Templates (e.g. Tax Exemption Amounts)
    3. Keeping Your Data Clean (Removing Data From Previous Cases)
    4. Customizing Templates: Word Extensions, Third-Party Tools, etc.
    5. Creating In-House Templates
    6. Using Existing Client Documents

  5. Common Mistakes Paralegals Make in Wills and Trusts Practice

  6. Ethics Guide for Trusts and Estates Practice

    1. Keeping Confidentiality: Discussing Cases With Financial Professionals
    2. Data Security Best Practices
    3. Unauthorized Practice of Law (UPL) Danger Zones
    4. Conflicts of Interest: Checks and Waivers

Who Should Attend

This basic level course will teach attendees how to handle the paralegal duties associated with wills and trusts. Those who should attend include:

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

Speakers

Julie D Eisenhower
Julie
Eisenhower
Patel & Eisenhower, PLLC
Daniel Del Collo III
Daniel
Del Collo
The Law Office of Daniel Del Collo III
Stephanie P Graham
Stephanie
Graham
Graham Estate Planning
Speaker bio
Julie D Eisenhower

Julie Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is an owner and managing partner with Patel & Eisenhower, PLLC, in Knoxville, Tennesse. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, civil litigation and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. Ms. Eisenhower earned an A.A. degree in history from Pellissippi State Technical Community College, summa cum laude, and a B.A. degree in history, summa cum laude, from the University of Tennessee. She earned her J.D. degree from the University of Tennessee College of Law. Ms. Eisenhower is currently a candidate for an LLM in elder law and estate planning through the Western New England University School of Law.

View full profile
Speaker bio
Daniel Del Collo III

Daniel Del Collo

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

View full profile
Speaker bio
Stephanie P Graham

Stephanie Graham

Graham Estate Planning
Stephanie Graham

worked her way through college while working in a bank, where she observed multiple elderly women lose their funds by appointing the wrong person as power of attorney. After graduating college and succeeding as far as possible in the bank, Ms. Graham attended law school and passed the bar immediately in New Jersey (1997) and New York (1998). Later she established her first probate estate in New York, when a dear friend traveled to North Carolina to visit her family and died of a sickle cell episode in a North Carolina hospital who said the friend was going to die young anyway. Ms. Graham associated with a North Carolina medical malpractice firm that fought for a $500,000 judgment for her friend's family and their eight year old daughter. She has been licensed to practice in New York and New Jersey for over 25 years, and Georgia since 2004 before relocating to Atlanta in 2005. After more than 20 years litigating in both the private and public sector and losing her maternal grandmother after a brief illness, Graham Estate Planning was born. Ms. Graham is a board member with the North Fulton Bar Association, Atlanta Bar Association LRIS Board of Trustees and ProWin Atlanta. She is a member of Leadership Sandy Springs, Class of 2016 and Georgia's National Speaker Association among several other associations. Ms. Graham has been recognized in the Top 100 National Black Lawyers three years in a row, and her firm was recognized as Best of Georgia Probate Firm in 2022 and 2023, and Top 10 Best of Sandy Springs Probate Firms in 2023. She was appointed county administrator for Fulton County Probate Court from 2021 through March 2024, when she resigned to take on more speaking engagements and to scale her practice to better serve her clients.

View full profile

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.

Have more questions? Please Contact Us