Estate Planning, Trusts & Probate

4.53

Trusts and Estates Law 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
George Peek
R. Lance Pruitt
Paul Jones
With George S. Peek from von Briesen & Roper, s.c. + 2 others
Recorded July 29, 2026.
Product ID 101701

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

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

Overview

Practical Estate Planning and Administration Essentials

Paralegals play a pivotal role in helping attorneys provide critical legal services to clients in matters of trusts and estates, from drafting simple POAs and recording transfers to valuation and probate of the decedent's assets and the settling of the estate. This broad-based overview offers foundational knowledge to help accomplish the tasks paralegals typically handle in this area of law. Build your skills - register today!

  • Get a solid grasp of fundamental legal terminology and concepts.
  • Understand the laws of intestacy and their implications.
  • Explore typical types of trusts and their applications.
  • Ensure you can accurately assess the estate's value.
  • Learn how to assist in probate petition preparation and filing.
  • Get tips for effective communication with various stakeholders.
  • Clarify how to prevent unauthorized practice of law (UPL) in estate planning practice.

Abbreviated Agenda

  1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources
  2. Legal Research and Case Intake Tips From the Pros
  3. Wills, Trusts, and Other Critical Estate Planning Documents
  4. Types of Trusts, Their Uses, and Basic Provisions
  5. Accounting and Recordkeeping: Tips From Experienced Paralegals
  6. Types of Trusts, Their Uses, and Basic Provisions - Part 2
  7. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates
  8. Paralegal Ethics Issues in Trusts and Estates Practice

Related Topics

Product ID 101701

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

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

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
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 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 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 1.0 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
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 1.0 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
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 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 1.0 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
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 1.0 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
  • 1 Professional Responsibility

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 1.0 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
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 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 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

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 1.0 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 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 6 Estate Planning and Probate Law
  • 1 Ethics

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Estate Planning and Probate Law

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

All times are shown in

  1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources

  2. Legal Research and Case Intake Tips From the Pros

  3. 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, Testamentary Trusts

  4. Types of Trusts, Their Uses, and Basic Provisions

  5. Accounting and Recordkeeping: Tips From Experienced Paralegals

    1. Ensuring Proper Titling of Assets
    2. Funding Trusts
    3. Properly Recording Gifts and Transfers

  6. Types of Trusts, Their Uses, and Basic Provisions - Part 2

  7. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates

  8. Paralegal Ethics Issues in Trusts and Estates Practice

    1. Preventing UPL (Unauthorized Practice of Law)
    2. Privilege and Confidentiality
    3. Duty of Competence
    4. Preventing Conflicts of Interest

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

George S Peek
George S.
Peek
von Briesen & Roper, s.c.
R. Lance Pruitt
R. Lance
Pruitt
R. Lance Pruitt
Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
George S Peek

George S. Peek

von Briesen & Roper, s.c.
George Peek

is a shareholder with von Briesen & Roper, s.c. in the firm's trusts and estates section. He assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents, and representations in guardianships/conservatorships, and is a frequent presenter in these areas. Mr. Peek deals with estate and probate tax issues. In addition, he has litigated several complex estate planning issues, including inheritance disputes. Beyond his estate planning practice, Mr. Peek counsels both for profit and not-for-profit businesses on organization, succession, reorganization and real estate. His experience includes contracting, corporate governance, and risk management, and is premised on gaining an understanding of his clients' financial and non-financial goals. Mr. Peek serves as a panel arbitrator for the State Bar of Wisconsin Panel of Fee Arbitrators for Wis. Stats. Ch. 788 disputes. He earned his B.A. degree from the University of Nebraska Omaha and his J.D. degree from Marquette University Law School. Mr. Peek is a member of the State Bar of Wisconsin, American Bar Association, Seventh Circuit Bar Association and the Milwaukee Bar Association. Mr. Peek is admitted to practice in Wisconsin, Illinois, U.S. District Court Eastern and Western districts of Wisconsin, Western District of Michigan and the U.S. Court of Appeals Seventh Circuit.

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Speaker bio
R. Lance Pruitt

R. Lance Pruitt

R. Lance Pruitt
R. Lance Pruitt

provides consultation and solutions to clients in the areas of estate planning, asset protection and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration and corporate law. He was previously an adjunct professor at Tusculum College and Tennessee Wesleyan University, where he taught business law for several years. Mr. Pruitt earned his B.S. degree from The University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree from the University of Missouri-Kansas City.

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Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his Masters of Prof. Accountancy degree from Weber State University.

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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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