Washington State Paralegal Association

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  • PROBATE for Paralegals" Reading and Organizing Financial and Tax

PROBATE for Paralegals" Reading and Organizing Financial and Tax

  • 08/18/2020
  • 10:00 AM - 11:00 AM
  • Audio Webinar

REGISTER: https://ipe.nbi-sems.com/ProductDetails/PROBATE-for-Paralegals-Reading-and-Organizing-Financial-and-Tax-Documents/Audio-Webinar/86568ER_TXTXPAR418600000?st=WA&pt=1

Program Description

Practical Insights to Help with Inventory, Tax and Court Filings, Final Account and Distributions

Effective probate administration requires intricate knowledge of a wide range of financial and tax documents. This legal guide offers a paraprofessional-centered view of how to better secure, organize, analyze and file the plethora or relevant documents. Get specific tips you can apply immediately - register today!

  • Get practical tips for organizing documents for asset inventory.
  • Find new ways of keeping track of incoming documents, including bills and invoices.
  • Review tax forms and schedules and get guidance for more effective IRS communications.
  • Improve your processes and save time with software and systems efficiency lifehacks.
  • Get better at preparing distribution plans and contacting beneficiaries.

Who Should Attend

This basic level course will teach attendees how to effectively handle financial and tax documents in probate administration. Those who should attend include:

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

Course Content

  1. Life Insurance and Death Benefits Forms, Bank Requests and Other Documents
  2. Asset Checklists and Organizing Documents for Asset Inventory
  3. Using Valuation Software to Account for Estate Assets
  4. Inventory Software Tips and Shortcuts to Save Time and Improve Results
  5. Making Document Assembly Systems Work
  6. Keeping Track of Bills, Invoices, and Creditor Communications
  7. Family Business Bylaws and Financial, Tax Documents
  8. Tax Forms and Schedules and IRS Communications for the Estate
  9. Reading the Trust Instruments and Supporting Docs
  10. Preparing Sub-Trust Allocation Schedules and Distribution Plans
  11. Managing Trust Administration and Maintaining Files and Compliance Calendars
  12. Preparing Estate Distribution Plans, Communicating with Beneficiaries, Obtaining Consent, etc.
  13. Communication Schedules, Reminders and Logs (Creditors, Beneficiaries, etc.)

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



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