Improving Probate With AI: A Paralegal's Guide
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Thu, Sep 24, 00:00 AM – 00:00 PM
Thu, Sep 24, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
Turn the Most Tedious Parts of Probate Into Your Easiest Tasks
Are you missing out on AI-built efficiencies? This course explores practical artificial intelligence tools and workflows that streamline probate administration, from initial estate intake through final distribution - with an eye toward safe adoption and "human-in-the-loop" verification. The afternoon ethics session addresses the professional responsibility obligations that arise when AI is used in legal practice. Save time and effort without risking quality or making costly mistakes. Register today!
- Draft probate notices and case updates faster with AI doing the heavy lifting.
- Stop rebuilding deadline calendars from scratch for every single case.
- Walk out knowing how to use AI - and use it safely.
- Streamline busywork to free yourself up for more of the work that actually moves an estate forward.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Probate Fundamentals and the AI Opportunity
- AI-Assisted Document Drafting and Form Automation
- Deadline Management, Court Filings, and Workflow Automation
- Improving Communication With AI
- AI-Powered Research: Legal and Financial Analysis, Estate Inventory/Final Accounting Tips
- Practical Demos and Emerging Tools
- Legal Ethics in AI-Assisted Legal Practice
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Probate Fundamentals and the AI Opportunity
- The Tasks and Stages of Probate to Map Before Touching Any AI Tool
- Where Probate Slows Down - and Where AI Can Pick Up the Slack
- Which AI Tool Does What: A Plain English Breakdown
- Tasks AI Should Never Handle
- What to Tell Your Supervising Attorney Before You Start
-
AI-Assisted Document Drafting and Form Automation
- The Prompt Formulas That Get You a Usable First Draft Every Time
- Which Probate Documents AI Drafts Well vs. Needs More Human Input
- Feed AI a Will or Trust, Get a Clean Summary Fast
- Draft a Notice to Creditors in Under 10 Minutes
- Your 5-Point Checklist for Any AI-Generated Document
-
Deadline Management, Court Filings, and Workflow Automation
- Build a Probate Deadline Calendar in Minutes
- Automate Reminders so Nothing Falls Through the Cracks
- Using AI Tools to Prep Court Forms and Flag Missing Fields
- How to Organize a Large Estate File With Multiple Documents
- Full Intake-to-Inventory Workflow: Live Demo
-
Improving Communication With AI
- AI-Drafted Client Updates That Are Clear and Ready to Send
- Answer Common Client Questions Without Drafting From Scratch
- How to Explain AI's Role to Clients and Attorneys
- Tone-Checking Your AI Output Before It Leaves the Office
- Creditor Communication
-
AI-Powered Research: Legal and Financial Analysis, Estate Inventory/Final Accounting Tips
- Financial Document Analysis, Spotting Inconsistencies, Flagging Patterns
- Will/Trust Analysis: Instant Extraction of Key Roles/Provisions, Issue Spotting
- Balancing the Final Accounting
- Case Law Research
- Why You Must Verify Every Part of Every Citation - and How to Do It
-
Practical Demos and Emerging Tools
- Follow a Simple Probate Scenario Start-to-Finish Using AI
- Common First-Month AI Mistakes - and How to Skip Them
- New Tools Worth Watching: Digital Assets and Valuations
- Free vs. Paid AI Tools: What's Worth Your Firm's Money
- How to Pitch AI Adoption to a Skeptical Attorney
-
Legal Ethics in AI-Assisted Legal Practice
- Competence Duty: What AI Now Requires of You
- Never Paste Client Data into a Public AI Tool - Here's Why
- Toting the UPL Line: Common AI Oversteps to Beware
- Disclosing AI Use, Capabilities, and Limitations to Supervising Attorneys
Who Should Attend
This intermediate level course is designed to teach attendees to effectively and safely use AI in estate administration. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Kevin T. Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
Speaker bio
Andrés J. Hernández Lossada
is lead counsel at Saltiel Law Group, where his practice includes corporate law, international tax and estate planning for domestic and foreign high net worth individuals, and assisting with fully compliant structures, both domestically and abroad, as well as providing succession planning solutions considering tax challenges of global wealth. He has experience advising high net worth individuals and their families on cross-border wealth, investments, and estate planning concerns with particular focus on issues arising from civil law and common law application. Mr. Hernandez also has significant experience advising individuals and fiduciaries in estate, trust, and probate administration, and representing clients on tax controversy matters before the IRS, including streamlined filing compliance procedures. He earned his Abogado LL.B. equivalent from Universidad Católica Andrés Bello, Caracas, Venezuela; his LL.M. degree and certificate in business administration from Northwestern University School of Law and Kellogg School of Management; his LL.M. degree in taxation from Northwestern University School of Law, Chicago, Illinois; and his J.D. degree from Emory University School of Law, Atlanta, Georgia. Mr. Hernandez is a member of The Florida Bar (member, Tax Law Section), American Bar Association and the Society of Trust and Estate Practitioners (STEP).
Speaker bio
Paul E. Deloughery
practices approximately 80% in the area of probate and trust administration and related litigation. He is the founder of Sudden Wealth Protection Law, PLC, which provides integrated corporate, estate and asset protection planning; trust administration; corporate counsel representation; business formation; probate and trust litigation. Mr. Deloughery is admitted to practice in Arizona and before the United States District Court for the State of Arizona. He is a member of the State Bar of Arizona (Probate and Trust Section) and WealthCounsel. He is also a certified family wealth advisor through the Family Firm Institute. Mr. Deloughery earned his B.S. and B.A. degrees from Indiana University-Bloomington, his M.A. degree from the University of Iowa, and his J.D. degree from the Iowa College of Law.
Speaker bio
Sam Thomas, III
is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.
Top FAQs
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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.
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