The Keys to Delivering Basic Estate Planning Documents: Wills, Power of Attorneys, Trusts

Estate planning is a fundamental area of practice that affects clients across all income levels. Attorneys who understand the structure and function of basic estate planning documents can better protect clients’ assets, minimize disputes, and avoid unintended consequences under intestacy laws.

Attorneys will gain a practical introduction to drafting core estate planning documents. Moreover, they will learn when specific documents are appropriate, how probate and nonprobate assets are treated, and the essential structural components of wills, trusts, powers of attorney, and advance directives. The course emphasizes foundational drafting principles and statutory considerations to help practitioners confidently guide clients through the estate planning process. The program also covers specialized trusts, beneficiary designations, insurance and retirement assets, and the proper use of financial and medical powers of attorney. Attendees will leave with a clear framework for assembling a comprehensive estate plan.

This course is designed for newly admitted attorneys and practitioners seeking a foundational understanding of estate planning. It is particularly beneficial for solo practitioners, small-firm attorneys, and general-practice lawyers who advise clients on personal-planning matters.

Learning Objectives:

1. Evaluate the benefits of having estate planning documents.
2. Identify the different components of an estate plan. 
3. Distinguish the difference between probate and nonprobate properties.
4. Assess the different types of express and implied trusts, as well as advance directives.
5. Determine the types of power of attorney documents and the appropriate situations for their use.