Earners of this badge have foundational knowledge of the paralegal’s role in estate planning including creating enforceable wills and trusts. They understand important probate and estate planning terminology, can recognize estate planning legal issues, identify estate or tax problems requiring further research and investigation, are familiar with common estate planning documents and forms. Preparation of a will, revocable living trust and durable power of attorney is required.

• Type Validation
• Level Foundational
• Time Weeks
• Cost Paid