Program Description

Gain Best Practices for Assessing and Managing Creditor Claims

In this paralegal program, our experienced faculty will help you detangle the duties of representatives regarding creditors and claims and provide you with tips for investigating and handling those claims. Build your probate and estate administration skills - register today!

• Understand your role in handling claims and creditors of the estate.
• Learn how to evaluate the viability of different classes/types of creditor claims.
• Know the different options and proper practices for handling claims.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to properly assist with creditor claims in probate. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

• Understanding the Law: Duties of the Representative Regarding Creditors and Claims
• Role of Paralegal vs. Role of Attorney in Claims and Creditors of the Estate
• Options for the Representative Regarding Claims
• Priority and Classes of Claims

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits

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