Wills, Trusts & Estates

PURPOSE
The Wills, Trusts & Estates credential documents the essential competencies for estate planning, will and trust preparation, and estate administration.

AUDIENCE
This credential is appropriate for a practicing or aspiring paralegal specializing in estate planning. 

JOB/CAREER REQUIREMENTS
These credentials document competencies including estate planning, the preparation of wills, and creation of trusts while relying on an understanding of the array of legal instruments to transfer assets and property. The professional working in estate planning also has expertise in the administration of an estate including the executor’s role, probate court, and tax liabilities for a decedent’s estate. 

WILLS, TRUSTS & ESTATES WORKPLACE TASKS:

• Prepare legal documents including wills, trusts, power of attorney documents, advance directives, etc.
• Meet with clients and other professionals to discuss intentions, planning options, tax liabilities, and other considerations. 
• Gather and analyze client documentation to facilitate planning.  
• Ensure adherence to regulations in the administration of assets.

EXAM STRUCTURE OVERVIEW
Number of Questions in Exam: 55
Total Time: 60 minutes
Overall Passing Score: 70%
(All sections require an individual passing score of 70%)