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Estate Planning Paralegal

Estate Planning Paralegal and Estate Planning Legal Document Preparation

A Estate Planning Paralegal assists an attorney to prepare legal cases. Some common duties of Estate Planning paralegals include preparing legal documents, conducting witness interviews, investigating facts, performing legal research, drafting pleads and legal briefs, and other tasks to assist the attorney in preparing their casework.

Estate Planning laws and regulations are administered on local, federal and international levels. Estate planning involves planning for the future welfare or distribution of your assets, such as life insurance to pay for the costs of a funeral, preparing a Will, a living trust and for wealth management and asset protection. If your case involves substantial property, high monetary amount, legal rights, or criminal activity, you should consult Estate Planning attorney to discuss the legal consequences.

In Estate Planning matters, Paralegals and LDA's, known as Legal Document Assistants, cannot give legal advice, represent a client in court, or select, explain, draft, or recommend the use of any legal document to or for any person other than the attorney who directs and supervises the paralegal.

However, in several States, Legal Document Assistants (LDA) can prepare legal documents for people doing their own legal tasks. Please consult with the local paralegal to learn what Estate Planning paralegal services they are authorized to provide in your legal jurisdiction.

A Estate Planning Paralegal working under supervision and direction of an attorney may gather facts, draft legal documents, and compile technical information for the supervising attorney in Estate Planning issues involving:

Estate Planning laws and regulations monitor the duties, rights, and liabilities of private individuals. Legal Document Assistant specializing in Estate Planning might be able to provide assistance on Estate Planning issues such as:

Wills & Trusts
Life Insurance
Funeral Arrangement
Probate
Power of Legal Document Preparation
Health Directives
Disposition of Property
Charitable Trusts
Philanthropic Bequests

Find Estate Planning Paralegal and Estate Planning Legal Document Preparation in the Paralegal Directory.

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