AIP Professional Series · TPG Publishing · Dr. G. Loy Ehlers III

The AI-Powered
Estate Planning
Paralegal

A Practice Guide for the Solo and Small Firm Legal Team. Eleven chapters covering every core function of estate planning paralegal work — from AI literacy and UPL discipline to will drafting, trust support, execution ceremony management, and estate administration — with the verification standard this practice area demands.

✓ 11 Chapters ✓ Ready-to-Use Prompts ✓ Free Beta Access ✓ Companion to the Book
Begin the Course →
📄
Beta Access — Free. Full content across all 11 chapters available now. Built directly from the book. Send Feedback →
11 Chapters
Chapter 01
🧠
AI Literacy and the Estate Planning Paralegal Role
Foundation — required first
Chapter 02
⚖
The UPL Line in Estate Planning
The subtle pressures specific to this practice area
Chapter 03
📝
Client Intake and the Estate Planning Interview
Family inventory, asset inventory, intake summary
Chapter 04
📄
Will Drafting Support
Implementing attorney direction with precision
Chapter 05
📑
Trust Drafting Support
Core provisions, trustee succession, trust funding
Chapter 06
👔
Powers of Attorney and Healthcare Directives
Incapacity planning documents and execution requirements
Chapter 07
📊
Asset Inventory and Beneficiary Designation Review
The audit that makes the plan actually work
Chapter 08
📅
Estate Administration Support
Probate, inventory, creditor process, distribution
Chapter 09
📦
Document Management and Execution Ceremony
Version control, original storage, ceremony management
Chapter 10
💬
Client Communication Support
What paralegals can and cannot communicate
Chapter 11
🎓
Ethics, Supervision, and Professional Development
NALA framework, AI documentation, career development
About This Course

This course is the companion to The AI-Powered Estate Planning Paralegal: A Practice Guide for the Solo and Small Firm Legal Team by Dr. G. Loy Ehlers III, published by TPG Publishing (The Proudfoot Group), 2026. Each chapter mirrors a chapter of the book, with quiz questions, ready-to-use prompts, and scenario analysis drawn directly from the text.

Solo & small firm focus · Estate planning practice · Highest verification standard in the series · Documents take effect at death
Begin the Course →
Free beta access · No login required · Progress saved in your browser