Estate Planning Paralegal Foundations
Hire the right person. We'll teach them estate planning.
A practical training course for new legal assistants, receptionists, and paralegals with no estate planning background. About a week to complete alongside their regular work.
$397 one-time ยท Members save 30%
The hiring problem
You can't teach integrity. You can teach estate planning.
Experienced estate planning paralegals are hard to find. So most firms hire someone with the right character and train them on the job, which means the attorney stops working to explain what a pour-over will is, again.
Paralegal Foundations takes that training off your plate. Your new hire learns the vocabulary, the documents, and how a practice actually runs, so they show up to the job ready to help instead of ready to ask.
Who it's for
Built for the person you just hired.
Legal assistants and receptionists
Strong administrative skills and a great phone presence, but new to wills, trusts, and how an estate planning matter moves.
Paralegals from other practice areas
Experienced in litigation, family law, or real estate, and need to get up to speed on estate planning quickly.
Career changers
No legal background at all, but the integrity and work ethic you hired them for.
What they'll learn
Everything they need for day one.
01
Wills, trusts, and powers of attorney
What each document does and when a client needs it.
02
Estate planning vocabulary
The terms clients and attorneys use, in plain English.
03
Client intake and phone calls
Handling first calls with families, often at hard moments.
04
Document preparation
How a plan moves from intake to drafts the attorney reviews.
05
Signing meetings
Preparing for and supporting a smooth execution.
06
Trust funding basics
Why funding matters and how staff help clients finish it.
07
Probate and trust administration
What happens after a client passes, and the staff role in it.
08
Confidentiality and ethics
The rules staff must follow to protect clients and the firm.
How it works
Enroll today. Ready in about a week.
1
Enroll your hire
Purchase once and enter your new hire's name and email at checkout.
2
They start right away
Short lessons they can work through between their other tasks.
3
Quizzes check understanding
So you know they've learned it, not just watched it.
4
Certificate of completion
Proof the training happened, for them and for your records.
Investment
Less than the hours you'd spend training them yourself.
One payment per new hire. No subscription.
Paralegal Foundations
$397 one-time
All eight lessons
Quizzes for every lesson
Certificate of completion
About one week alongside regular work
Enroll your new hireHollis members save 30%. See membership
Common questions
Before you enroll.
Does my hire need any legal background?
No. The course starts from the beginning and assumes no prior legal experience.
How long does it take?
Most people finish in about a week while doing their regular work.
Can I enroll more than one person?
Yes. Each enrollment is for one person, so purchase once for each new hire.
Do Hollis members get a discount?
Yes. Members save 30% with the member code, which you'll find inside your membership.
Does it replace training on our firm's procedures?
No. It covers estate planning fundamentals, so your time goes to your firm's specific systems instead of the basics.
What if it isn't a fit?
See our refund policy, or contact us with any questions before you enroll.
You found the right person. Let's get them ready.
$397 one-time. About a week to complete.
Enroll your new hireHollis
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