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Chapter Objectives
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After reading this chapter and completing the assignments, you should be able to:

Use checklists to obtain information from the client.

Understand the paralegal’s role in collecting information needed to draft a will.

Ensure that the will complies with the requirements set out in state law.

Explain the various clauses used to draft a will and understand the purpose of each clause.

Draft a will for review by your supervising attorney.







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