Washington State Paralegal Association

  • Home
  • Estate Administration Accounting and Distribution for Paralegals

Estate Administration Accounting and Distribution for Paralegals

  • 12/18/2019
  • 8:00 AM - 3:00 PM
  • Webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Estate-Administration-Accounting-and-Distribution-for-Paralegals/Video-Webcast/84392ER_MTMPAET418600000?st=WA&pt=1

Program Description

Delve Deep into Key Aspects of the Estate Administration Process

Develop skills in estate administration in your role as a paralegal! This practical program will provide detailed insights on what information must be gathered to prepare a fiduciary accounting, how that accounting should be formatted and how to best present the information. You will also learn how to effectively manage estate assets, deal with creditor claims and handle distributions to beneficiaries. Don't miss this opportunity - register today!

  • Leave no stone unturned when assessing estate assets and liabilities.
  • Gain tips for preparing the inventory and managing estate assets.
  • Learn how to investigate and deal with specific types of creditor claims.
  • Follow along with a sample accounting and gain pointers on the various schedules.
  • Obtain insights on preparing estate tax returns.
  • Discover how to deal with sticky issues such as loaned items, inadvertent distributions and beneficiary disputes.
  • Spot common ethical traps - and learn how to avoid them.

Who Should Attend

This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with estate administration accounting and distribution. Those who should attend include:

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

Course Content

  1. Preparing the Inventory and Managing Estate Assets
  2. Dealing with Creditor Claims
  3. Walkthrough of a Sample Accounting
  4. Distributing Estate Assets to Beneficiaries
  5. Potential Ethical Pitfalls for Paralegals

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



Powered by Wild Apricot Membership Software