Calendaring Tips, Estate Planning Templates Management, Time Efficiencies, and More
As a trusts and estates paralegal, you have to juggle an incredible volume of documents, deadlines, and client communications every day. Staying organized is critical. This practical tool kit offers tips for creating and retaining client files, organizing estate planning document databases, and keeping track of tax and legal deadlines and client meetings. Tame the chaos - register today!
Improve your calendaring and deadline management systems.
Optimize your work efforts through smart prioritization of tasks.
Organize wills, trusts, and other planning document templates for easy retrieval and editing.
Shore up data security measures.
Manage ongoing client communications, reminders, and updates.
Who Should Attend
This intermediate level estate planning kit is designed to help you build essential skills. Those who should attend include:
Legal Support Staff
Managing Client Files
Estate Planning Documents Templates: Creating and Maintaining Internal Forms Database
Data Security and Document Retention and Destruction
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program
This course will qualify for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.
MT CLE Credit for Paralegals
Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics.
This seminar meets the requirements of the NALA Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
NC Continuing Paralegal Education
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 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.
OH Certified Paralegals
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
TX TBLS Paralegal Certification
Estate Planning and Probate Law: 1.00
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: Estate Planning & Probate Law
WA Paralegal Association
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
AR Arkansas Department of Higher Education
Licensed by the Arkansas Division of Higher Education.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
Lindsay Miller is a paralegal at the law firm of Greenspoon Marder LLP, in Miami, Florida. She focuses primarily on estate planning in the trust and estates arena, as well as complex probate administration. Ms. Miller earned her B.S. degree from Florida International University. She is a Florida registered paralegal and is certified in law, ethics and society.
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