Wills, Trusts & Estates

This badge demonstrates the earner's ability to explain special estate planning considerations as relates to non-traditional families, power of attorney, healthcare surrogates, advance directives and other provisions.

This badge demonstrates the earner's ability to discuss ethical practices in estate planning especially in regard to the role of a paralegal.

This badge demonstrates the earner's ability to describe types of property, estates, and probate and non-probate assets that drive the necessity of wills and other estate planning.

This badge demonstrates the earner's ability to differentiate the various types of trusts including their purposes and benefits.

This badge demonstrates the earner's ability to describe the tax requirements for a decedent's estate and options for post-mortem estate planning.

This badge demonstrates the earner's ability to explain the concept of testacy including types of dispositions, abatement, other issues affecting distribution, and provisions for intestate succession.

This badge demonstrates the earner's ability to explain the probate process and the role of the executor (personal representative) in administering the estate.

This badge demonstrates the earner's ability to explain the function and jurisdiction of the probate court including the Uniform Probate Code and other Uniform Laws.

This badge demonstrates the earner's ability to explain the types of wills and legal requirements for a valid will.

This badge demonstrates the earner's ability to describe the purpose and types of trusts including its essential elements and the process of creation and termination.

This badge demonstrates the earner's ability to describe the clauses included in a will and the role of the attorney in data collection, drafting, and execution of a will.