Trusts, Estates & Probate

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AI for Estate Planning: 5 Simple Wins

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Live Online
1 hour
Virginia Ralls
With Virginia C. Ralls from Chase & Ralls, PLC

Thu, Sep 24, 00:00 AM – 00:00 PM

Product ID 102380

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Course Includes
$199

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Overview

Simple Use Cases You Can Implement Even With Free Online AI Tools

If you're spending too much time on repetitive drafting and client communications, AI can help - and you don't need expensive software or technical expertise to get started. This fast-moving course walks you through five practical AI applications you can use immediately, even with free tools available today. Leave with real prompts, tested workflows, and the confidence to put them to work right away. Register today!

  • Draft and refine client-ready engagement letters and intake summaries in minutes, not hours.
  • Use AI to spot gaps in existing estate plans before your client does.
  • Generate plain-English client explanations for complex trust and tax concepts.
  • Create checklists, follow-up reminders, and workflow templates with a single prompt.
  • Produce first-draft will and trust clauses faster - while keeping full attorney control.

Abbreviated Agenda

  1. Win #1: Summarize a Client Intake Form
  2. Win #2: Spot Gaps in an Estate Plan
  3. Win #3: Explain a Trust in Plain English
  4. Win #4: Build a Signing-Day Checklist in a Minute
  5. Win #5: Draft a Pour-Over Will Clause, Then Critique the Output

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Related Topics

Product ID 102380

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. AI for Estate Planning: 5 Simple Wins

    1. Win #1: Summarize a Client Intake Form
    2. Win #2: Spot Gaps in an Estate Plan
    3. Win #3: Explain a Trust in Plain English
    4. Win #4: Build a Signing-Day Checklist in a Minute
    5. Win #5: Draft a Pour-Over Will Clause, Then Critique the Output

Who Should Attend

This program is designed for attorneys. Estate planning attorneys, elder law practitioners, and probate attorneys will find particular value, as will trust and estate paralegals who assist with drafting and client communications.

Speakers

Virginia C Ralls
Virginia C.
Ralls
Chase & Ralls, PLC
Speaker bio
Virginia C Ralls

Virginia C. Ralls

Chase & Ralls, PLC
Virginia Ralls

is an attorney at Chase & Ralls, PLC. She focuses her practice on trusts and estates, tax, probate and family law. Ms. Ralls is the director of the Trust and Estates Department. She earned her B.S. degree, cum laude, from the University of Florida, her master's degree from the University of West Florida, and her J.D. degree from Drexel University, Thomas R. Kline School of Law. Ms. Ralls is admitted to practice law in Florida and before the United States Tax Court.

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