This course is also available in the 2020 Paralegal Cruise Bundle.

The common misconception of estate planning is that you must be wealthy to have an estate. However, the truth is, if you own any assets, regardless of their value, you have an estate and need to plan, or your resident state will do it for you. In this presentation, we will discuss the importance of a basic estate plan in order to avoid having your property end up in the hands of the government and to ensure that your wishes are carried out during your lifetime and beyond.

Course Format

This is an on demand seminar – you’ll receive immediate access to the on demand recording, a copy of the PowerPoint, terminology sheets and more along with a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.

Video length: 50 Minutes.

Continuing Legal Education Credit (CLE)

NALA CP or ACP: This program meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential. This program is pre-approved by NALA for 1.0 hour of substantive CLE.

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NALS – This program is approved by NALS for 1.0 CLE Hour.

NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.

State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.

Meet your Speaker

Michelle L. Taylor, ACP, FRP has worked in the legal field for over 20 years and is currently a freelance virtual paralegal located in Naples, Florida. Michelle graduated Cum Laude from International College with a Bachelor of Science Degree in Legal Studies. She became a Florida Registered Paralegal in 2010 and a NALA Advanced Certified Paralegal in Estate Planning in 2016. She is highly skilled in all aspects of estate and trust administration including the preparation and filing of probate documents, trust accountings, estate tax returns, gift tax returns, foundation returns, and fiduciary income tax returns. She also assists with the preparation of basic estate planning documents and managing irrevocable life insurance trusts.