Wills, Trusts, and Probate Law for Paralegals » (1st Edition)

With a focus on practice and portfolio development, this book provides a detailed approach to the substantive law of estate planning and administration. It includes examples of a variety of documents and step-by-step instruction on their preparation. Each chapter includes practitioner-oriented assignments (role-playing activities, research assignments, portfolio assignments etc.) and coverage of estate planning and estate administration is balanced throughout. A separate chapter is devoted to tax law and offers a closer look at this more complicated area of the law.

1. Wealth, Property, and Estates

2. Intestate Succession

3. Basic Estate Planning

4. Drafting a Basic Will

5. Trusts

6. Overview of Estate Administration and the Personal Representative

7. Step One–Issuance of the Letters of Appointment

8. Step Two–Inventory and Appraisal; Step Three–Creditors’ Claims

9. Step Four–Tax Documents

10. Step Five–Final Account; Step Six–Closing the Estate; Additional Estate Administration Procedures