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Course Description

This course introduces the vast area of law governing wills, trusts, and estate planning, with a focus on pre-death considerations. It emphasizes practical applications for paralegals and exposes students to forms and procedures actually used in a law office. Topics include the following:

  • Validity requirements for estate planning documents
  • Simple document drafting
  • Basic estate planning
  • Conservatorship administration
  • Durable power of attorney administration

Learner Outcomes

Upon successful completion of this course, students will be able to:

  • Identify the components of a "minimally sufficient" will
  • Evaluate the advantages and disadvantages of different types of titles to assets, such as an asset held in joint tenancy with another person
  • Explain reasons an estate planning client would want to avoid a probate administration of their estate
  • Describe and apply the characteristics of a valid will

Prerequisites

Fundamentals of Paralegal Studies or consent of program director

Notes

Certification Disclosure: In California an individual may qualify to hold one’s self out as a paralegal in one of several ways including earning a certificate of completion of a paralegal program approved by the American Bar Association. (Calif. Bus. & Prof. Code §6450(c)(1).) The Paralegal Professional Certificate program offered by UCSB PaCe satisfies the requirements of California law in this regard.

 

Applies Towards the Following Certificates

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Type
Online
Dates
Jan 06, 2025 to Mar 14, 2025
Contact Hours
30.0
Delivery Options
Online Asynchronous  
Course Fee(s)
Course Fee credit (3 units) $575.00
Potential Discount(s)
Available for Credit
3 units
Instructors
Section Notes

Steps to Enroll

How to Access Your Online Course on Canvas

Late Registrations Notice: 

Self-enrollment will be available until 11:59 PM PT of the second business day after the 1st class session (i.e. If the first class starts on Thursday, self-enrollment is open until the following Monday at 11:59 pm).  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
Please order textbooks from the bookseller of your choice. Be sure to order the correct ISBN and textbook edition.
Students are required to purchase the following textbook(s) before the first class meeting:

Basic Wills, Trusts, and Estates for Paralegals, Ninth Edition
by Jeffrey A. Helewitz
ISBN: 978-1-5438-4764-2

No refunds after 01/19/25
A minimum $40 non-refundable administrative fee per course is charged for all drops. See the full Drop Policy here.