Trusts and Estates Law for Paralegals

Practical Estate Planning and Administration Essentials Paralegals play a pivotal role in helping attorneys provide critical legal services to clients

Practical Estate Planning and Administration Essentials

Paralegals play a pivotal role in helping attorneys provide critical legal services to clients in matters of trusts and estates, from drafting simple POAs and recording transfers to valuation and probate of the decedent’s assets and the settling of the estate. This broad-based overview offers foundational knowledge to help accomplish the tasks paralegals typically handle in this area of law. Build your skills – register today!

  • Get a solid grasp of fundamental legal terminology and concepts.
  • Understand the laws of intestacy and their implications.
  • Explore typical types of trusts and their applications.
  • Ensure you can accurately assess the estate’s value.
  • Learn how to assist in probate petition preparation and filing.
  • Get tips for effective communication with various stakeholders.
  • Clarify how to prevent unauthorized practice of law (UPL) in estate planning practice.

Course Content

Course Details Here!

  1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources
  2. Legal Research and Case Intake Tips From the Pros
  3. Wills, Trusts, and Other Critical Estate Planning Documents
  4. Types of Trusts, Their Uses, and Basic Provisions
  5. Asset Valuation and Inventory
  6. Accounting and Recordkeeping: Tips From Experienced Paralegals
  7. Probate Process Assistance and Case Management
  8. Communication With Fiduciaries, Beneficiaries, and Third Parties
  9. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates
  10. Paralegal Ethics Issues in Trusts and Estates Practice


Aubrey H. Ducker Jr. is a member in the Orlando office of CPLS, P.A., in the firm’s family and elder law practice groups. His family law practice includes traditional family law representation in the areas of divorce and all issues incidental there to, such as parenting issues, alimony, child support, property distribution and related issues. Mr. Ducker’s practice also introduces new strategies, including collaborative divorce, mediation, and private trials, to assure his client’s concerns are protected and secured. He has served as a guardian ad litem in more than 130 cases in both terminations of parental rights cases and as a private guardian ad litem in divorce proceedings. Mr. Ducker earned his associate’s degree (treasurer, Phi Theta Kappa Honor Society, Valencia East Campus) from Valencia Community College; his B.A. degree (president of Society Professional Journalists, UCF) from the University of Central Florida; and his J.D. degree (president, Law College Council, 1998-1999) from the University of Florida’s Frederic G. Levin College of Law program. His efforts on behalf of Florida’s families, children and mature population extends beyond his office and the courthouse, and includes having served as a chair of the Elder Law Committee of the Orange County Bar Association. Mr. Ducker has been recognized by his peers, as he has received the Pro-Bono Champion Award of Excellence.

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