Course Features
Course Agenda
Testimonials Pricing
Meet Your Instructor

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

Learn From the Pros, While On-The-Go

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  • Reliable Student Support

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

  • Downloadable Attachments

    Enhance your learning experience with downloadable and exclusive worksheets.

  • Flexible Learning

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

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 from your client.

Identifying Key Documents

  • An in-depth overview of the documents you will need to review and prepare 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.


Check out what others are saying...

"A must-have"

Jacob N.

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


Meet Your 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.


  • How can I get support?

    We are here to support you along the way with any questions you may have about accessing the course. For support please email us at

  • How long will I have access to this course?

    Once the course is purchased, you will have access to it for 30 days.

  • Is this course accredited in other states too or just North Carolina?

    At the moment, most of our courses are CLE/CPE accredited in NC only. However, our goal is to offer accredited courses in all 50 states and have already begun the process of expanding our programs into other states. Each course will have the details of its accreditation on its respective webpage.

  • How do I report my CPE credits?

    After you complete one of our CPE accredited courses, you will receive a certificate with the pertinent course information you will need to submit for your paralegal certificate renewal. If you included your state ID# in your profile, this will be printed on your certificate. If not, you will need to manually write this in prior to submitting it for renewal.

Learn How to Draft Estate Planning Documents Today!