Spring Seminar: Estate Planning Boot Camp

  • April 27, 2019
  • 8:00 AM - 4:00 PM
  • Napa's Elks Lodge -2840 Soscol Ave, Napa, CA 94558

Registration

  • Must be currently enrolled in an accredited paralegal program.

Registration is closed


CALDA's Spring Seminar will be Saturday, April 27, 2019  
at the Elks Lodge in the beautiful Napa Valley
(6.0 Hours MCLE credit)

Registration

CALDA members  $175.00

Non-members $225.00

Paralegal Student Special $85.00!


PROPOSED AGENDA*

8:00 Registration

8:30 Welcome from the President

9:00 Theory & Law: Estate Planning and LDAs

10:30 Break

10:45 Nuts & Bolts: Client Intake Questionnaire

12:15 Lunch

1:00 Nuts & Bolts: Drafting Trusts Using Software

2:30 Break

2:45 Nuts & Bolts: Getting the Documents Signed

4:00 End of Workshop


*agenda subject to change
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