Program Description

Effectively Manage Assets in Estate Planning and Administration

The success of an estate plan hinges on the asset management behind it. Are all the assets accounted for, correctly inventoried, and properly titled? This essential course takes a closer look at the paralegal's asset-related duties in estate planning and administration. Learn how to confidently gather and record all financial data, prepare inventories, handle valuation, and maintain and transfer assets. Be fully prepared to handle these processes for your attorney - register today!

• Ensure you cover all your bases when locating assets - know where to look and what to look for.
• Learn how to properly appraise and inventory estate assets.
• Discover how to effectively organize and manage all the financial data and security information associated with an estate.
• Be prepared to transfer property, securities and business interests error-free.

Who Should Attend

This intermediate level course will teach attendees how to effectively assemble, value and transfer assets in an estate. Those who should attend include:

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

Course Content

1. Collecting and Analyzing Assets
2. Drafting the Inventory
3. Managing Assets
4. Transferring Assets

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 3.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00

National Association of Legal Assistants, Inc. – NALA: 3.00

National Federation of Paralegal Associations, Inc. – NFPA: 3.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 3.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 3.00

* denotes specialty credits