Wills, Trusts, and Estate Administration Course

CFT Credits: 3.00

A trusted resource in paralegal education for more than three decades, WILLS, TRUSTS, AND ESTATE ADMINISTRATION, introduces the basics of estate planning and bequeathing property through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code (see complete description below).

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A trusted resource in paralegal education for more than three decades, WILLS, TRUSTS, AND ESTATE ADMINISTRATION, introduces the basics of estate planning and bequeathing property through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code. In addition to substantive probate law, the course covers procedural law, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. The text’s approach helps students hone their critical thinking skills; the writing is clear and free of confusing legalese. This course is packed with student-friendly case summaries, state-specific examples, and detailed documents and exhibits.  Topics covered include:

  • The Estate Plan, and the Purpose and Need for a Will.
  • The Concept of Property Related to Wills, Trusts, and Estate Administration.
  • The Participants and the Proper Court.
  • The Law of Succession: Death Testate or Intestate.
  • Wills: Validity Requirements, Modification, Revocation, and Contests.
  • Preparation to Draft a Will: Checklists and the Conference with the Client.
  • Final Draft and Execution of a Valid Will.
  • Introduction to Trusts.
  • Classification of Trusts, the Living Trust, and Other Special Trusts.
  • Estate Planning.
  • Long-Term Care.
  • Personal Representatives: Types, Pre-Probate Duties, and Appointment.
  • Probate and Estate Administration.
  • Informal Probate Administration.
  • Tax Considerations in the Administration of Estates.
  • Ethical Principles Relevant to Practicing Paralegals and Legal Assistants.

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Online Course Format

Your course will be facilitated by an instructor who will guide you through each lesson and is available to answer questions and provide feedback on your assignments. Each week, you will locate your assignment in your online classroom. The assignment will include:

• reading assigned chapter(s) in your textbook.
• and one or more of the following: completing a short assignment and either forwarding the assignment electronically to your instructor, posting it on the electronic class Discussion Board, and completing a self-check.

The semester length courses will have a mid-term examination and a final examination. These examinations and quizzes will be administered electronically over the Internet. Your overall grade for the class will be based on your performance on the weekly assignments, mid-term examinations and the final examination.

Guided Self Study Format

Guided Self-Study Courses offered by the Center for Financial Training are student-friendly, college level courses that allow you to take control of your busy schedule. You will study on your own, however you will have a qualified instructor only a telephone call or e-mail away. Upon registering for a class, you will be emailed your syllabus outlining your course, and login instructions to access your textbook. You will have UP TO four months (certain classes allow less than four months) from the starting date to complete your class. The starting date will be the next business day after your registration has been processed. An advisor at the CFT office will keep in touch with you to provide additional assistance to help keep you on schedule. Your exams (two per class) will be proctored by an officer or manager at your financial institution. Upon satisfactory completion of your class, you will, within days, receive your grade and the appropriate credits for the class, which are the same as though you had earned them by taking the course in a classroom or online classroom format.

Classroom Format

Evening classroom courses meet once each week for a total of 1 to 15 weeks depending on the topic. These courses are taught by qualified instructors with real-life experience from the financial services, legal, and academia sectors. Our faculty is comprised of credentialed professionals with a broad range of subject matter expertise who always present interactive and dynamic classroom experiences. They have significant experience in the field they are teaching, and most have advanced degrees. CFT faculty members are dedicated to helping students achieve their educational goals and actively serve as mentors for those seeking degree status.

Features and Benefits of CFT Live Evening Classroom Courses:

• Discussion and dialogue are “face to face”
• Student questions are answered immediately
• Students learn first-hand about the on-the-job experiences of their classmates
• Instructor assistance is always available – during class & after hours
• Interactive “live” classroom environment
• Students form peer groups that last a lifetime

In-House Format

Virtually any course or seminar that CFT offers can be brought onsite and taught to your employees at the most convenient time for your company. You can also purchase CFT curriculum and teach the course in-house with an internal instructor.

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Choose the delivery option that best suits your needs. Tuition includes textbook (if applicable).
Live Class times are local time. You can choose to pay by credit card or invoice when you register.

Start DateStart TimeEnd DateEnd TimeOption/LocationInstructorTuition