Overview

Find Better Ways to Wrap Up Estate Administration

Picture this: you've handled the initial stages of estate administration like a pro, but now it's time to wrap things up. Beneficiaries are rushing you for their checks, the final account is slightly off, and there's a random (possibly redundant) invoice in the case file. The final steps are critical in preventing disputes and ensuring the success of the estate administration. This course is designed to take the stress out of the final stretch for you. Get quick tips for finalizing debts, preparing transfer documents, communicating with beneficiaries, and more. Register today!

• Get a handle on those final numbers! Ensure final debts are paid and the account is balanced.
• Prepare all the documents for smooth distribution, from deeds to stock transfers.
• Get tips for preparing the final petition and securing the discharge of the fiduciary.
• Determine what to retain from the case file and how long to keep it.

Abbreviated Agenda

• Finalizing Financial Matters (Final Debts and Expenses, Final Accounting, Tax, etc.)
• Asset Distribution (Preparing Transfer Documents)
• Court Proceedings (Final Petition, Discharge of Fiduciary)
• Communication With Beneficiaries, Government Agencies, Account Custodians, etc.
• Final Document Preparation and Record Retention