Drafting Estate Planning Documents

(Also known as 90-Day Inventory Planning)

Being knowledgeable in Estate Planning is incredibly important in the legal field. 

Enhance your skills by taking this informative course on drafting estate planning documents.

With this course, you'll be able to identify the importance of estate planning, know what information to collect, and the different types of documents you need to be familiarized with.

We make it easy for you to succeed in your career with training from Ave Education. 

Included in this Course

  • CPE Credit (1 hour) in North Carolina

  • Custom worksheet to use every time you're collecting a client's information for estate planning

  • How-to on drafting estate planning documents for clients

  • In-depth overview of different types of estate planning documents

Meet the Instructor

Certified Paralegal & Estate Planning Specialist

Amy Clore

Amy K. Clore is an N.C. Certified Paralegal with nearly two decades of legal experience. She has worked with well-respected law firms in several areas of general practice and specialized in areas of Wills, Trusts, and Estates, Personal Injury, and Domestic Law. She has the skills and knowledge of what it takes to be a great Paralegal and help the attorneys and firm be the best they can be. Amy is a graduate of Forsyth Technical Community College with an Associates Degree in Paralegal Technologies, as well as a graduate of Gardner-Webb University with a Bachelor's Degree in Accounting. She is also a wife and a mother of an 8-year-old son, whom she adores.

Course Agenda

Importance of Estate Planning 

  • An explanation of the importance of estate planning and ensuring that the client's assets are transferred to the beneficiaries of their choosing.


The Information You Will Need to Collect 

  • A walkthrough of all of the information you will need to collect to better give you and your client.


Identifying Key Documents

  • An in-depth overview of the documents you will need to review with your client.


Estate Planning Needs

  • Emphasizing overlooked areas to ensure your proper preparation for drafting estate inventory. Also, walking through the different kinds of assets that will need to go through an estate process.
  • Downloadable Attachments

    Enhance your learning experience with downloadable and exclusive worksheets.

  • Reliable Support

    Have a question during your course? Reach out to our all-star support team and instructors.

  • Flexible Learning

    You have a busy schedule - that's why we've designed our courses to be convenient to start and pause.

Testimonials

Check out what others are saying...

"A must-have"

Jacob N.

"Really good course - I wish I had taken this sooner."