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General, Solo, Small Firms, Estate Planning & Probate, Young Lawyers Division

Estate Planning Fundamentals: Essential Documents and Drafting Considerations

Description:

This course provides an overview of the foundational documents used in estate planning, including wills, trusts, powers of attorney, and advance directives. The course will focus on the purpose of each document, how they work together, and key considerations in preparing and reviewing them. This course is designed for attorneys who are new to estate planning or looking to expand their practice to include basic estate planning services.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.

Not an Estate Planning and Probate Section member? Join the section for additional savings and benefits.

The presenters did a very good job of communicating clearly and giving helpful tips for beginners in estate planning. Both very well qualified! I did find the dogs barking in the initial part of the presentation to be distracting.

Speakers/Producers

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Course Pricing
  • Member: 50.00
  • Non-Member: 80.00
  • Section: 40.00
If you are not a TBA Member, you can join now to receive CLE discount prices and three prepaid credits.

TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
Course InformationHighlights
  • Discount available for TBA members
  • Earn your CLE before December 31
  • Approved Distance Learning for 2026
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to [email protected] for Georgia and Mississippi CLE credit.