Course Description

Instruction focuses on post-death considerations in the areas of wills and trusts. Specific topics include probate administration, trust administration, intestate succession, informal probate administration, and basic estate and income tax considerations for trusts and estates. Students are exposed to probate forms actually used by practicing paralegals. Students focus on the legal assistant's application of concepts learned and work with the instructor to solve real-life fact problems.

Learner Outcomes

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

  • Determine the differences between a simple living trust, a bypass (AB) living trust, and a child’s trust
  • Analyze testamentary documents, and assets and debts
  • Identify techniques of non-probate, probate, and trust administration
  • Recognize procedures of estate tax and income tax administration


Fundamentals of Paralegal Studies or consent of program director


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

Not offered this quarter. Classes are offered according to the schedule on the respective Certificate or Program Page. Please click on the Request Information below to be promptly notified when enrollment opens.