About this course
What you’ll learn
This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided.
Learning objectives
Upon completion of this course, students will:
- Be familiar with the important probate and estate planning terminology.
- Recognize legal issues and where there may be estate or tax problems which need further research and/or investigation.
- Make general recommendations regarding case situations and understand when you need to do further research.
- Have a general familiarity with some common estate planning documents and forms.
- Draft common estate planning documents such as a will, revocable living trust and durable power of attorney.
Continuing Education Information
You will be expected to spend an average of 8 hours per week reading and completing writing assignments. Please note that extensions will not be granted for this online course. 70% is the minimum passing score on all tests and assignments for this course. Students may consider working ahead in the curriculum if they have the time. Coursework in Estate Planning is equivalent to 45 clock hours of study.
Requirements & policies
Accommodations
The University of Georgia Center for Continuing Education is committed to providing equal access to continuing education programs for students living with permanent or temporary disabilities. Learn more about the program accommodations (Opens in a new window).
Prerequisites
Successful completion of Paralegal I and II, or equivalent experience.
Textbooks
Required textbooks for this course:
- Administration of Wills, Trusts, and Estates, 5th edition, by Gordon Brown and Scott Myers. Delmar Cengage Learning, 2013
Highly Recommended Legal Resources:
- Gilbert Pocket Size Law Dictionary, 3rd Edition. West Academic.
Organizations
Supporting associations
The Advanced Legal Research and Writing Certificate is offered by the University of Georgia Center for Continuing Education in partnership with CLS by BARBRI.
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