Washington State Paralegal Association

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  • Organizing the Estate Inventory (with Sample Checklists and Excel Tips)

Organizing the Estate Inventory (with Sample Checklists and Excel Tips)

  • 11/18/2020
  • 7:00 AM - 8:00 AM
  • Audio Webinar

Register: https://ipe.nbi-sems.com/ProductDetails/Organizing-the-Estate-Inventory-with-Sample-Checklists-and-Excel-Tips/Audio-Webinar/87775ER_100?st=WA&pt=1

Program Description

Use All the Tools at Your Disposal to Streamline Estate Administration

Structuring the estate inventory well from the start can put the entire administration on the right foot and ensure an orderly transfer of the estate assets. Improve accuracy, prevent disputes and make certain no assets are left unaccounted for. Register today!

  • Get practical tips for getting at the real value of each asset in the estate.
  • Review a sample inventory and appraisal form and see how you can improve on yours.
  • Improve your asset descriptions to save time and avoid miscommunication.
  • Find new reliable ways of automating the math.

Who Should Attend

This intermediate level course is designed to improve estate inventory and final accounting organization. Those who should attend include:

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

Course Content

  1. Locating Assets and Contacting Account Custodians
  2. Verifying/Documenting Ownership of Assets (Especially Real Property)
  3. Distinguishing Probate and Non-Probate Assets
  4. Recording and Valuing Personal Property
  5. Proper Descriptions of Assets to Make Them Easily Identifiable
  6. Preparing the Inventory and Appraisal Form (with a Sample Form)
  7. Automating the Math: Helpful Excel Tips and Shortcuts
  8. Filing the Inventory

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



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