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1: Introduction to Estates and Probate Practice

  • Page ID
    126855
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    • 1.1: Basic Introduction to Estate Planning and Probate Practice
      This page discusses the essentials of estate planning, highlighting the emotional complexity involved in creating legal frameworks for property distribution, healthcare, and guardianship. It emphasizes the paralegal's role in managing client communications and documentation while adhering to ethical standards.
    • 1.2: Basic Introduction to the Estate Planning Process
      This page emphasizes the crucial steps in client engagement for estate planning and probate, including thorough legal consultations to clarify client needs. It categorizes estate planning tools and highlights the importance of effective interviews that adjust to clients' emotional states. Estate planning is deemed essential for all adults, not just the wealthy, to reduce future disputes and ease burdens during incapacity or death.


    1: Introduction to Estates and Probate Practice is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by Beth R. Pless, J.D. (Northeast Wisconsin Technical College).