Washington State Paralegal Association

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The Probate Process from Start to Finish for Paralegals

  • 06/26/2020
  • 9:00 AM - 4:30 PM
  • Hampton Inn, 2010 S Assembly Rd, Spokane WA 99224

REGISTER: https://ipe.nbi-sems.com/ProductDetails/The-Probate-Process-From-Start-to-Finish-for-Paralegals/Seminar/85040ER_NLAET418600000?st=WA&pt=1

Program Description

Help Your Clients to Have a Successful Probate Experience

Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.

At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time - enroll today!

  • Receive a complete estate timetable so you know what needs to be done - and when.
  • Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
  • Deal with administrative duties by helping with creditor claims and estate cash management.
  • Understand how to distinguish between privileged and non-privileged communications.
  • Fulfill your role in preparing the distribution of the estate to beneficiaries.
  • Follow along with sample probate forms and documents.

Who Should Attend

This basic-to-intermediate level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process. 

Course Content

  1. How to File an Estate in Probate Court
  2. Working with Executors and Administrators
  3. How to Prepare and File the Inventory
  4. Administration of the Estate
  5. Ethical Perils in the Probate Process
  6. Dealing with Spouse's Elective Shares
  7. Understanding the Laws of Intestacy
  8. Closing the Estate

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



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