AI for Estate Planning Paralegals: What Works and What Doesn't
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 |
Tue, Nov 03, 00:00 AM – 00:00 PM
Tue, Nov 03, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
AI Skills Built for the Tasks You Actually Do
AI tools are changing how estate planning work gets done, and paralegals are on the front lines. But are the new AI-borne efficiencies going to get your attorneys in trouble? This practical, task-focused program walks you through exactly how to safely use AI for intake, document drafting, asset research, trust administration correspondence, and more. You'll leave with prompts you can use immediately, a clear understanding of where AI helps and where it fails, and a solid framework for responsible use. Register today!
- Explore the leading AI tools used in legal practice.
- Adopt effective prompting techniques for common estate planning tasks.
- Identify the limitations of AI output and the verification obligations that apply to paralegal AI use.
- Use AI to build and refine estate planning client intake questionnaires.
- Draft AI-assisted summaries of client intake data for attorney review.
- Use AI to produce initial drafts of wills, trusts, powers of attorney, and health care directives.
- Identify AI-generated drafting errors, including internal inconsistencies and missing provisions.
- Build and populate asset inventory templates using AI-assisted document summarization.
- Identify professional responsibility and confidentiality obligations related to paralegal AI use.
*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
- AI Fundamentals for Estate Planning Paralegals
- AI-Assisted Client Intake and Information Gathering
- Drafting and Proofreading Estate Planning Documents
- AI for Legal Research and Asset Investigation
- AI in Trust Administration and Estate Settlement
- Professional Responsibility, Confidentiality, and AI Oversight
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
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 |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Live - 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
Live - 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
- 5 Technology
- 1 Ethics
Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics and 5.0 hours of technology 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
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of 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
- 5 Technology
- 1 Ethics
Live - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.0 technology and 1.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal 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
Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for 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
Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general and 1.0 ethics (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of 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
Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 6 Estate Planning and Probate Law
- 6 Civil Trial Law
- 1 Ethics
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 - Civil Trial Law, 6 - Estate Planning and Probate Law
Washington Paralegal Association Approved · 6 Total Credits
Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
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
- 5 Technology
- 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 and 1.0 hour of self-study technology 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 and 1.0 hour of self-study technology 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
- 5 Technology
- 1 Ethics
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 5.0 technology and 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 5.0 technology and 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
- 6 Civil Trial 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. 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 - Civil Trial Law, 6 - Estate Planning and Probate Law
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 - Civil Trial Law, 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
-
AI Fundamentals for Estate Planning Paralegals
- Choosing and Integrating AI Tools
- Prompting Basics for Paralegals
- AI Limitations to Watch out for
- The Paralegal-Attorney-AI Relationship
-
AI-Assisted Client Intake and Information Gathering
- The Paralegal's Role in Estate Planning Intake
- Building an Intake Questionnaire With AI
- Organizing and Summarizing Client Data
- Confidentiality Protocols in AI-Assisted Intake
-
Drafting and Proofreading Estate Planning Documents
- AI's Role in Document Drafting
- Drafting Core Estate Planning Documents With AI
- Using AI to Proofread and QC Documents
- Working Within Firm Templates
-
AI for Legal Research and Asset Investigation
- Researching State-Specific Formalities
- Asset Identification and Inventory
- Summarizing Financial Documents
- Beneficiary Designation Review
-
AI in Trust Administration and Estate Settlement
- Trust Administration Tasks Checklist
- Drafting Trustee Correspondence With AI
- Preparing Accountings and Inventories
- Probate Task Tracking and Fiduciary Obligation Summaries
-
Professional Responsibility, Confidentiality, and AI Oversight
- Paralegal Professional Responsibility and AI
- Confidentiality and Data Security
- Building a Responsible AI Practice
- UPL Risks of AI
Who Should Attend
This intermediate level courseis designed to help you build your essential estate planning AI skills. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Matthew T. Sanford
is an attorney at the Law Office of Matthew T. Stanford. He focuses his practice on business law, real estate transactions, and estate planning. Mr. Sanford earned his B.S. degree in Business Administration, concentrating in Finance, Real Estate, and Law, from California State University, Pomona, and his J.D. degree from Loyola Marymount University. He is a member of the California State Bar and a licensed California Real Estate Broker. Mr. Sanford is also a member of the California Lawyers Association and the San Bernardino County Bar Association. He is admitted to practice law in California.
Speaker bio
Gregory J. Nussbickel
is an attorney with Nussbickel Law Firm, P.A. He has been practicing trust, estate, and elder law for the better part of two decades. Mr. Nussbickel's legal experience spans large firm, public interest, and higher education. Before graduating cum laude from F.S.U. Law, he externed at The Florida Supreme Court. Mr. Nussbickel later obtained a Master of Laws (LL.M.) degree from U.M. He contributes to legal education platforms and has been featured on major news outlets.
Speaker bio
Thomas R. Steele
is an attorney at Robinson Farthing Spandau Williams LLC. He is deeply passionate about estate planning, dedicated to providing clients with the peace of mind and security their individual estates deserve. Mr. Steele emphasizes the importance of tailored estate plans that reflect clients' unique needs and goals, helping them navigate complex decisions regarding wills, trusts, and asset distribution. His extensive experience in probate and trust administration ensures that families can manage the often-challenging process of settling estates with compassion and efficiency, guiding them through each step to ease the burden during difficult times. Mr. Steele is licensed to practice in both Indiana and Illinois. He is also an active member of the Goodwill Young Leaders Board, the Estate Planning Council of Indianapolis, Rotary Club of Carmel and Indiana State Bar Association, demonstrating his commitment to both professional development and community involvement. A native of Southern Indiana, Mr. Steele earned his B.A. degree in business administration from the University of Evansville and subsequently earned his J.D. degree from Belmont University College of Law in Nashville, Tennessee.
Speaker bio
Thomas J. Murphy
is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law. He has successfully litigated cases in the U.S. Tax Court, Arizona Tax Court, and the Arizona Board of Tax Appeals. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and earned his J.D. degree from Suffolk University Law School.
Speaker bio
Jennifer M. McInerney
is an attorney with McInerney Law, where she assists individuals and families with a variety of important legal matters. Her primary practice areas include Wills and Trusts, Special Needs Planning, Estate Administration, Trust Administration, Business Succession Planning/Formation, Guardianships (and alternatives), and Conservatorships. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She is a graduate and member of Leadership Birmingham (2022) and Leadership Shelby County (2012). Ms. McInerney is a proud graduate of Partners in Policymaking Alabama "PIPA" (2021). She is also a member of the Birmingham Bar, Solo/Small Firm Section of the Alabama State Bar, and the current Vice President of the Probate Section of the Birmingham Bar. Ms. McInerney is a graduate of the Birmingham Bar's Future Leaders Forum (2011). She is a member of the National Academy of Elder Law Attorneys and Special Needs Alliance. Ms. McInerney earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. She earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis. Ms. McInerney is licensed in Alabama, Utah, Oregon, and Mississippi.
Top FAQs
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.
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.
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.
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.
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