Wills, Trusts, and Estates

Catalog description

A California‑focused, practice‑oriented course for paralegals covering estate planning instruments (wills, revocable trusts, powers of attorney, advance health care directives), nonprobate transfers (beneficiary designations, revocable transfer on death deeds), probate administration (including the Independent Administration of Estates Act), summary procedures (small estate affidavits, spousal property petitions, and petitions to determine succession), trust administration (trustee duties and accountings), and common litigation‑adjacent procedures (e.g., Heggstad/Probate Code §850 petitions). Emphasis is placed on ethics, professional role boundaries (no UPL), and DEIA‑informed, plain‑language client communication. California codes, forms, and local procedures are integrated throughout.