Ex. Estate Planning

Course Information

Course Number
L8701
Curriculum Level
Upperclass
Areas of Study
Lawyering, Property, Real Estate, and Trusts & Estates, Taxation
Type
Externship
Additional Attributes
New Course, Experiential Credit

Section 001 Information

Instructor

Section Description

The Estate Planning Externship provides students with a unique opportunity to deepen their legal knowledge and skills beyond the classroom. Participants will gain practical experience by assisting members of the local community with basic estate planning needs. This course is designed to help students apply their theoretical understanding to real-world scenarios while fostering trust and comfort in client relationships.

Students will work in pairs under faculty supervision to develop an estate plan for an actual client. Each plan includes a last will and testament, living will, health care proxy, and power of attorney. Students will participate in the full process, from the initial intake meeting to document drafting, client communication, and document execution.

Additionally, students will collaborate in small groups to research, design, and deliver an estate planning seminar to the New York City community, gaining valuable public speaking and community engagement experience.

The externship also includes a series of experiential field components, typically held once per month (generally on Fridays), consisting of visits to institutions such as the New York County Surrogate’s Court, trust companies, auction houses, and other related organizations. These experiences provide exposure to the broader trusts and estates ecosystem and the professionals with whom attorneys regularly collaborate. A signature “Law Day” program includes a full-day series of visits followed by a networking dinner with practitioners, judges, and other professionals.

School Year & Semester
Spring 2026
Log in above to view course meeting times and location.
Points
2
Method of Evaluation
Other
J.D Writing Credit?
Minor (upon consultation)
LLM Writing Project
Upon consultation

Learning Outcomes

Primary
  • At the end of the course, students will have acquired understanding of and/or facility in a specific body of law, including major policy concerns
  • At the end of the course, students will have acquired understanding of and/or facility in doctrinal analysis, including close reading of cases and precedents, and application to facts
  • At the end of the course, students will have acquired understanding of and/or facility in ethical and professional issues
  • At the end of the course, students will have acquired understanding of and/or facility in various lawyering skills, for example, oral advocacy, legal writing and drafting, legal research, negotiation, and client communication
  • At the end of the course, students will have acquired understanding of and/or facility in collaboration and/or teamwork

Course Limitations

Instructor Pre-requisites
None
Instructor Co-Requisites
None
Requires Permission
Yes
Recommended Courses
Trusts & Estates, Estate Planning or a background in accounting or financial planning (helpful not require)
Other Limitations
None

Other Sections of Ex. Estate Planning

Section 002

School Year & Semester

Spring 2026

Instructor

Log in above to view course meeting times and location.

Points

2
Back to course search