Estate Planning Documents A-Z for Paralegals
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 12-03-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 12-03-2026 |
| Florida Registered Paralegal |
|
6 Total | 12-03-2026 |
| Indiana Paralegal CLE |
|
6 Total | 12-03-2026 |
| NALA |
|
6 Total | 12-03-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 12-03-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 12-03-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 12-03-2027 |
| Ohio Certified Paralegals |
|
6 Total | 12-03-2026 |
| NFPA |
|
6 Total | 12-03-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 12-03-2027 |
| Washington Paralegal Association |
|
6 Total | 12-03-2026 |
Buy This Course
OnDemand Video
Course Book Download
Overview
Critical Provisions and Their Uses
Estate planning requires of paralegals broad knowledge and specific skills to properly structure the essential elements of estate planning documents. This course reviews core clauses of wills, trusts, POAs, guardianships, and other critical succession forms and documents you'll need to draft, complete, and gather. Ensure you have a solid understanding of the key aspects of estate plans - register today!
- Take a closer look at the key components of wills.
- Craft better proxy documents.
- Explore the ins and outs of drafting trusts.
- Navigate federal tax forms to quickly find the right information.
Abbreviated Agenda
- Organizing Document Preparation
- Beneficiary Designations
- What Makes a Valid Will? Key Provisions Paralegals Need to Know
- Types of Trusts and Their Key Provisions
- Fiduciary Tax Returns
- Financial Powers of Attorney
- Medical Advance Directives and Healthcare POAs
- Adult Guardianships and Conservatorships
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 12-03-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 12-03-2026 |
| Florida Registered Paralegal |
|
6 Total | 12-03-2026 |
| Indiana Paralegal CLE |
|
6 Total | 12-03-2026 |
| NALA |
|
6 Total | 12-03-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 12-03-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 12-03-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 12-03-2027 |
| Ohio Certified Paralegals |
|
6 Total | 12-03-2026 |
| NFPA |
|
6 Total | 12-03-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 12-03-2027 |
| Washington Paralegal Association |
|
6 Total | 12-03-2026 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 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 - 6: This course has been approved for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: 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 6.0 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 · 6 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Organizing Document Preparation
- Document Management and Retention Systems
- Client Questionnaire and Initial Documents Gathering
- Compiling an Estate Inventory
-
Beneficiary Designations
-
What Makes a Valid Will? Key Provisions Paralegals Need to Know
- Standard Provisions of a Simple Will
- Disinheritance and No Contest Clauses
- Guardianship of Minors
- Creating and Using Templates
- Attorney Review
-
Types of Trusts and Their Key Provisions
- Types of Trusts and Their Functions
- Common Elements of Trust Agreements
- Understanding Trust Language
- Assets Used to Fund the Trust and Recording the Transfer
-
Fiduciary Tax Returns
- Navigating Federal Tax Forms in Estate Planning
- Tax Consequences of Estate Planning Documents
- Tax Status of Common Trusts
- Drafting With State and Federal Taxation in Mind
-
Financial Powers of Attorney
-
Medical Advance Directives and Healthcare POAs
-
Adult Guardianships and Conservatorships
Who Should Attend
This basic level course will teach attendees how to handle the paralegal duties associated with estate planning documents. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Dana Walsh Sivak
is a partner at Falcon Rappaport & Berkman LLP, and serves as co-chair of the firm's elder law practice group, as well as a member of its litigation and cannabis law practice groups. An accomplished author, Ms. Walsh Sivak's work has been published in a number of prestigious legal publications, including the New York Law Journal, New York State Bar Association Elder Law & Special Needs Journal, Nassau Lawyer and Suffolk Lawyer. She has received numerous honors, including the Forty Under 40 Award for Rising Stars in Business, "Who's Who in Healthcare Law," "Ones to Watch: Law", and the St. Vincent DePaul Legal Program Award. Ms. Walsh Sivak earned her B.S. degree, magna cum laude, from St. John's University and her J.D. degree from St. John's University School of Law. She holds a certificate with the state Certified Court Evaluator, Counsel for Alleged Incapacitated Persons and Guardian for Incapacitated Persons. Ms. Walsh Sivak is a member of the Nassau County Bar Association, co-vice chair of Elder Law Committee, Cannagather and the St. John's University School of Law Alumnae Leadership Council. She is admitted to practice in New York.
Speaker bio
Michael B. Shapiro
is a partner at Falcon Rappaport & Berkman LLP in their private client practice group. His practice encompasses all aspects of estate and succession planning, including wills, trusts, special needs planning, estate administration, and closely held business succession planning. Mr. Shapiro is well-versed in areas related to estate planning and administration, such as estate and gift tax, real estate transactions, elder law, and Medicaid planning. He earned his B.S. degree from Long Island University and his J.D. degree from St. John's University School of Law. Mr. Shapiro is a member of the New York State Bar Association and Nassau County Bar Association. He is admitted to practice law in New York.
Speaker bio
Priscilla J. Nash
has been a legal assistant for Group Legal Services for 24 years. She works for George Flores, one of the in-house counsels for Group Legal Services, which serves the San Antonio Police and Fire Fighters in areas of family law, probate, guardianships, estate planning, real estate and litigation. Ms. Nash serves on the Board for the San Antonio Paralegal Association as treasurer and the pro bono sub-chair for District 5 of the State of Texas Paralegal Division, San Antonio Paralegal Association, San Antonio Bara Association-Legal Operations Section, San Antonio Legal Services Association as the paralegal representative and mentorship chair and pro bono sub-chair for the State Bar Paralegal Division. She speaks frequently on many legal topics, including ethics. Ms. Nash received her associate degree in applied science for legal assistants from Alvin Community College.
Speaker bio
Michael C. Norvell
graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.
Speaker bio
Christopher E. Denney
, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; Indiana CPA Society; National Association of Certified Valuation Analysts; and Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.
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