Question 1

When drafting a will,the paralegal should:

Accepted Answer

A) Include a residuary clause 
B) Use legal words and elaborate phrasing whenever possible 
C) Make sure all copies of the will are signed 
D) Erase as many mistakes as necessary,and make any corrections needed on the final will 
A) Include a residuary clause 
B) Use legal words and elaborate phrasing whenever possible 
C) Make sure all copies of the will are signed 
D) Erase as many mistakes as necessary,and make any corrections needed on the final will

Question 2

A spouse can be legally disinherited,but a child cannot.

Accepted Answer

A) True 
 B)False

Question 3

The paralegal should familiarize the client with the taxes imposed on a decedent's estate and give legal advice about how to minimize them.

Accepted Answer

A) True 
 B)False

Question 4

A legally binding agreement by which one party promises to pay another a certain sum of money if the policyholder dies or suffers a disability

Accepted Answer

A)  spendthrift 
B)  life estate 
C)  disinheritance 
D)  dividend 
E)  fair market value
F) homestead 
G) receivables 
H) life insurance 
I) contract for deed
J) primary beneficiary 
A)  spendthrift 
B)  life estate 
C)  disinheritance 
D)  dividend 
E)  fair market value
F) homestead 
G) receivables 
H) life insurance 
I) contract for deed
J) primary beneficiary

Question 5

In order to efficiently assist the attorney,the paralegal needs to develop drafting and counseling skills.

Accepted Answer

A) True 
 B)False

Question 6

Witnesses must read and be informed of all contents of a will before signing.

Accepted Answer

A) True 
 B)False

Question 7

Checklists should be used to collect information during the initial interview.

Accepted Answer

A) True 
 B)False

Question 8

When drafting a will,simple language should be used.

Accepted Answer

A) True 
 B)False

Question 9

An agreement to sell real property on an installment basis

Accepted Answer

A)  spendthrift 
B)  life estate 
C)  disinheritance 
D)  dividend 
E)  fair market value
F) homestead 
G) receivables 
H) life insurance 
I) contract for deed
J) primary beneficiary 
A)  spendthrift 
B)  life estate 
C)  disinheritance 
D)  dividend 
E)  fair market value
F) homestead 
G) receivables 
H) life insurance 
I) contract for deed
J) primary beneficiary

Question 10

Recommending periodic reviews of the will whenever the client's marital status changes constitutes improper solicitation.

Accepted Answer

A) True 
 B)False

When drafting a will,the paralegal should:

A spouse can be legally disinherited,but a child cannot.

The paralegal should familiarize the client with the taxes imposed on a decedent's estate and give legal advice about how to minimize them.

A legally binding agreement by which one party promises to pay another a certain sum of money if the policyholder dies or suffers a disability

In order to efficiently assist the attorney,the paralegal needs to develop drafting and counseling skills.

Witnesses must read and be informed of all contents of a will before signing.

Checklists should be used to collect information during the initial interview.

When drafting a will,simple language should be used.

An agreement to sell real property on an installment basis

Recommending periodic reviews of the will whenever the client's marital status changes constitutes improper solicitation.

The Estate Plan and the Purpose and Need for a Will

The Concept of Property Related to Wills,trusts,and Estate Administration

The Participants and the Proper Court

The Law of Succession: Death Testate or Intestate

Wills Validity Requirements, modification, revocation, and Contests

Final Draft and Execution of a Valid Will

Introduction to Trusts

Classification of Trusts, the Living Trust, and Other Special Trusts

Estate Planning

Long-Term Care

Personal Representatives: Types, pre-Probate Duties, and Appointment

Probate and Estate Administration

Informal Probate Administration

Tax Considerations in the Administration of Estates

Ethical Principles Relevant to Practicing Paralegals and Legal Assistants

Filters

Exam 6: Preparation to Draft a Will Checklists and the Conference With the Client

When drafting a will,the paralegal should:

A spouse can be legally disinherited,but a child cannot.

The paralegal should familiarize the client with the taxes imposed on a decedent's estate and give legal advice about how to minimize them.

A legally binding agreement by which one party promises to pay another a certain sum of money if the policyholder dies or suffers a disability

In order to efficiently assist the attorney,the paralegal needs to develop drafting and counseling skills.

Witnesses must read and be informed of all contents of a will before signing.

Checklists should be used to collect information during the initial interview.

When drafting a will,simple language should be used.

An agreement to sell real property on an installment basis

Recommending periodic reviews of the will whenever the client's marital status changes constitutes improper solicitation.

The Estate Plan and the Purpose and Need for a Will

The Concept of Property Related to Wills,trusts,and Estate Administration

The Participants and the Proper Court

The Law of Succession: Death Testate or Intestate

Wills Validity Requirements, modification, revocation, and Contests

Final Draft and Execution of a Valid Will

Introduction to Trusts

Classification of Trusts, the Living Trust, and Other Special Trusts

Estate Planning

Long-Term Care

Personal Representatives: Types, pre-Probate Duties, and Appointment

Probate and Estate Administration

Informal Probate Administration

Tax Considerations in the Administration of Estates

Ethical Principles Relevant to Practicing Paralegals and Legal Assistants

Filters