Washington State Paralegal Association

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Estate Accounting Basics for Paralegals

  • 11/05/2020
  • 10:00 AM - 11:00 AM
  • Audio Webinar

REGISTER: https://ipe.nbi-sems.com/Results/63995?Ntt=Estate%2BAccounting%2BBasics%2Bfor%2BParalegals

Program Description

Help Navigate Estates With Essential Accounting Practices

Ensuring that clients properly inform beneficiaries of the status of the estate is an important responsibility paralegals can help with. This course will take you through accounting principles to ensure clients perform their fiduciary duties. Properly prepare inventories and file the necessary tax forms. Don't miss the opportunity to enhance your knowledge of estate accounting - register today!

  • Review both formal and informal estate accounting principles.
  • Discuss the steps in drafting a schedule of proposed distribution.
  • Learn when and how to file tax returns for estates and trusts.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to handle estate and trust accounting. Those who should attend include:

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

Course Content

  1. Understanding Estate Accounting Principles - Formal vs. Informal
  2. Drafting a Schedule of Proposed Distribution
  3. Filing Tax Returns for Estates and Trusts

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



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