Course Detail: NC-WTES - Wills, Trusts & Estates Specialist Certificate Program 

This program explores the ins and outs of the legal and ethical requirements necessary to develop and administer an estate plan. Students will be introduced to highly-specialized legal vocabulary pertaining to these particular legal fields, as well as relevant substantive and procedural law that govern wills, trusts and estates. For those students looking toward law school or who are interested in the paralegal profession, this program offers an incredibly useful and realistic look into the actual work that lawyers and legal professionals do every day.  As part of this course, students will produce an estate planning and estate administration portfolio of relevant documents that thoroughly covers the wills, trusts, and estates legal specialty.

Program Objectives

At the conclusion of this program, students will be able to:
  • Examine estate planning considerations
  • Analyze the rules of intestate succession
  • Describe the requirements for a valid will
  • Prepare a living will and powers of attorney
  • Prepare a basic will
  • Examine the requirements of trusts and supporting documents
  • Describe the duties of a personal representative and procedure for appointment
  • Create the initial estate administration documents
  • Prepare an inventory document
  • Examine creditor claims
  • Describe tax law as it relates to estate planning
  • Prepare final accounting and estate closing documents
  • Describe estate administration concerns
  • Use Microsoft Office

Available Sessions