Northeast Wisconsin Technical College
10-110-114 021243 Estates and Probate
Outline of Instruction

Course Information
Description10-110-114 ESTATES AND PROBATE classification; property ownership; succession; wills: modification, revocation, drafting, execution; client contact; probate courts; trust classification; estate planning; ethics; personal representatives; formal probate; summary proceedings; informal probate. (Associate Degree Prerequisite: 10-110-101, Paralegal Intro/Legal Ethics with a "C" or better; Technical Diploma Corequisite: 10-110-101, Paralegal Intro/Legal Ethics)
Total Credits3
Prior Learning Assessments
  1. Portfolio
Course Competencies
  1. Describe the purpose and need for wills as a means of distributing property at death.
  2. Classify property in terms of real property, intangible personal property, tangible personal property, probate property and non-probate property.
  3. Classify property ownership in terms of sole or multiple party ownership and explain how different types of property ownership affect issues in estate planning.
  4. Differentiate between succession of: intestate property and testate property; probate property and non-probate property; real property and personal property.
  5. Outline the elements of a valid will, how wills are modified and revoked, and the grounds for a will contest.
  6. Create checklists for gathering information relevant to estate planning checklists and engage in a mock client interviews.
  7. Summarize the probate court system in Wisconsin and the participants in estate administration.
  8. Create a valid will.
  9. Classify types of trusts as revocable or irrevocable, inter vivos or testamentary, active or passive, Public, or private; describe the elements of each type of trust.
  10. Summarize how trusts and wills are used as tax-saving devices in estate planning, and how other documents are used in a comprehensive estate plan.
  11. Describe ethical issues commonly arising in estate planning and estate administration.
  12. Differentiate between the various types of personal representatives and their duties in each of several types of estate administration.
  13. Summarize formal probate procedures in Wisconsin and the forms used.
  14. Describe summary probate proceedings in Wisconsin, the qualifications for summary proceedings and the forms used.
  15. Complete informal probate and estate administration forms used in Wisconsin.