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The Role of Legal Assistants in the Estate Planning Practice

Estate Planning Developments for Texas Professionals, January 2012

4 Pages Posted: 26 Jan 2012  

Gerry W. Beyer

Texas Tech University School of Law

Kerri G. Nipp

U.S. Trust

Date Written: January 2012

Abstract

The employment of legal assistants, paralegals, and similar personnel by the legal community has rapidly gained momentum since the 1960s. The explosion of the profession of paralegals is a result of attorneys in general, as well as those who specialize in estate planning, realizing the tremendous cost effectiveness and efficiency that may result from the prudent use of legal assistants. Despite the valuable services which may be rendered by legal assistants, however, attorneys must exercise caution in their employment, supervision, and education.

This article discusses the reasons to use paralegals in an estate planning practice, regulation of the paralegal profession, the benefits and problems with using legal assistants, and concludes with recommendations for the selection, hiring, training, and supervision of paralegals.

Keywords: paralegal, legal assistant, Texas, estate planning, law firm, probate, wills, trusts, estate planning

JEL Classification: K11

Suggested Citation

Beyer, Gerry W. and Nipp, Kerri G., The Role of Legal Assistants in the Estate Planning Practice (January 2012). Estate Planning Developments for Texas Professionals, January 2012. Available at SSRN: https://ssrn.com/abstract=1991353

Gerry W. Beyer (Contact Author)

Texas Tech University School of Law ( email )

1802 Hartford
Lubbock, TX 79409
United States
806-834-4270 (Phone)
978-285-7941 (Fax)

HOME PAGE: http://www.ProfessorBeyer.com

Kerri G. Nipp

U.S. Trust ( email )

United States

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