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Estates and Probate

Course Number: 10110114
Credits: 3.00

Course Description

10-110-114 ESTATES AND PROBATE ...exploration of estate planning and probate practice; classification of property and property ownership; intestate succession; introduction to trusts, powers of attorney and other estate planning documents; drafting, modifying, revoking and contesting wills; drafting probate documents; ethical issues and the paralegal's role in estate planning and probate practice. (Associate Degree Prerequisite: 10-110-101, Paralegal Intro/Legal Ethics with a "C" or better; Technical Diploma Corequisite: 10-110-101, Paralegal Intro/Legal Ethics)

Course Typically Offered

  • Spring

Credit for Prior Learning

Length of Course

Course Competencies

  1. Classify property as real property, intangible personal property, tangible personal property, probate property and non-probate property.
  2. Classify property ownership as sole or multiple party ownership and explain how different types of property ownership affect issues in estate planning.
  3. Differentiate between testate and intestate succession of various classifications of property.
  4. Use effective checklists for gathering information relevant to estate planning.
  5. Draft a valid will.
  6. Explain how wills are modified and revoked.
  7. Summarize probate in Wisconsin.
  8. Draft informal probate and estate administration forms used in Wisconsin.
  9. Identify different types of trusts and their elements.
  10. Explore documents used in a comprehensive estate plan.
  11. Describe the function of a paralegal in an estate planning and estate administration law practice.
  12. Describe ethical issues commonly arising in estate planning and estate administration.