Washington State Paralegal Association

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  • Trust and Estate Administration for Paralegals

Trust and Estate Administration for Paralegals

  • 04/30/2020
  • 7:00 AM - 2:00 PM
  • Webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Trust-and-Estate-Administration-for-Paralegals/Video-Webcast/85202ER_ININPARET418600000?pt=1

Your Guide to Estate and Trust Administration Essentials

Paralegals are responsible for many critical aspects through the administration of estates and trusts. Manage your tasks efficiently and completely with this comprehensive course. Gain a firm understanding of the core concepts for trust and estate administration. Get ready to assist attorneys, personal representatives, and financial professionals in managing aspects of the estate from start to finish. Register today!

  • Understand the basic concepts of trust administration.
  • Discuss the role and responsibilities of the trustee.
  • Take a closer look at the fundamental role paralegals play in trust administration.
  • Dive in to the process and procedures associated with estate administration.
  • Properly handle tax issues related to estate administration.
  • Review the necessary steps for distribution and closing of the estate.

This is a rebroadcast of the original webcast delivered by Sarah J. Barnes, T. James Lee and Paul F. Wright on June 6, 2019. Faculty will be available to answer your questions after the program.

Who Should Attend

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

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

Course Content

  1. Trust Administration Core Concepts
  2. Understanding the Duties of the Trustee
  3. Administration of the Trust: The Paralegal's Role
  4. Estate Administration: Process, Proceedings and Information Gathering
  5. Handling Estate Administration Tax Issues
  6. Distribution and Closing of the Estate
  7. Ethics and Estate Administration

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



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