Demonstration of success on this exam will result in the achievement of the
digital badge shown here to be available for display on the earners'
digital portfolio or profile on CampusEd.
Study Guide available upon request. Please contact us for details
PURPOSE
The Wills, Trusts & Estates Externship badge documents the acquisition of practical skills and experience in 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:
The Externship badge confirms the earner's continued and successful practice of the following tasks demonstrating their ability to:
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.