Earn Credits When You Take This Course

Proudly Accredited By

(1.0 CPE Hours - General Credit)


Course Features
 Course Agenda
 Testimonials Pricing
 Meet Your Instructor

A Must-Have for Estate Paralegals

Experience and skilled estate paralegals are highly sought after by many employers.

Take your skills to the next level by taking this informative course on estate paralegals. 

With this course, you'll be able to identify the importance of estate paralegal best-practices, skills needed, 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 (pending)

  • Downloadable documents to refer to during your course

  • How-to on improving your skills as an estate paralegal

  • Interactive quizzes to solidify your learning from each chapter.

Learn From the Pros, While On-The-Go

Access your Ave Education courses on your favorite devices

  • 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.

Download and Go!

Downloadable Documents Included

This course includes downloadable documents so you can follow along with your instructor throughout this course.
Enroll Today

Course Agenda

What is an Estate Paralegal? 

  • An explanation of what an estate paralegal is and what their responsibilities consist of.
  • An overview of the skills needed to excel alongside attorneys and other legal staff - such as organizing and analyzing asset information.
  • An explanation of what the essential estate planning documents are, and what documents the paralegal will be drafting.

The Importance of Estate Planning and Understanding Basic Probate Paralegal Skills

  • Estate law firms often have to deal with probate. Because of this many employers see an ideal candidate as one with experience in estate planning and probate. This chapter reviews how a paralegal will have to be flexible - from assisting with tax audits to supporting a client's loved one's final wishes.

Estate Paralegal Skills

  • There are certain expectations every estate paralegal must meet. This chapter goes into the documents they must be familiar with, as well as their skillset.
  • An overview of how an estate paralegal must engage with clients, IRS, and counsel in order to perform their responsibilities.

Testimonials

Check out what others are saying...

"Great resource!"

Lana S.

"I've used quite a few courses from Ave Education and this one is my favorite. I learned helpful strategies that I actively apply to my day-to-day role as a paralegal."


Pricing


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.


FAQ

  • 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 [email protected]

  • 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 More About Being an Estate Paralegal Today!

Enroll Now