Main Image

About the Book

Wills, Trusts, and Estates for Paralegals

Front Cover - Wills, Trusts, and Estates for Paralegals

Diana L. Anderson

2015. 384 pages. ISBN: 978-1-4548-3302-4. With Teacher's Manual.

About the Book

This new text for the paralegal course on Wills, Trusts, and Estates provides a broad overview of Wills and Trusts in a practical, step-by-step manner.  Examples and Practice Tips apply concepts to real-life situations and drafting exercises provide students with opportunities to practice what they’ve learned. An emphasis on vocabulary, basic concepts, and ethical considerations round out a thorough grounding in wills and estate practice.

Look for these key features:
• Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate.  
• Practical, step-by-step examples throughout the book apply the concepts to realistic situations.  Examples break down each document into individual elements.  At each step, alternatives are provided and options are discussed. 
• Practice Tips help students understand real-life applications and situations.
• Drafting exercises in the text offer opportunities to apply what the students have learned.
• Ethical considerations that all attorneys and paralegals must follow are included throughout the text. 
• More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. 
• The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly.  Key terms are defined in the margins.
• Extra materials will be available at the companion website, including in-depth exercises with forms to give students hands-on practice with Estates Administration and Trusts Administration.

Preface / Sample Chapters