LAW X420 - Wills and Trusts I
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
- Paralegal Studies : Elective Courses