REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paralegal-s-Guide-to-Estate-Administration-Notices-and-Communications/Video-Webinar/88871ER_3066636?st=WA&pt=1

Program Description

Get Practical Tools to Ensure a Smooth Process

Paralegals are the true driving force behind every thorough estate administration. Clear, effective messaging and information exchange is crucial in ensuring every step goes off without a hitch. These tried-and-true approaches will help you save time and prevent mistakes. Build your skills - register today!

• Get practice-wrought guidance for clear and timely notices.
• Draft better requests for documents that get results.
• Come away with tips for efficient information gathering.
• Improve your client bedside manner.
• Organize and coordinate court communications to prevent mistakes and delays.
• Find new ways of obtaining and documenting consent, receipt and waiver related to distributions.

Who Should Attend

This intermediate level course will teach attendees how to effectively handle notices and communications associated with estate administration. Those who should attend include:

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

Course Content

1. Client Interviews and Follow-up
2. Requesting Asset Records and Other Vital Documents
3. Initial Notices and Creditor Communication
4. Essential Court Communications
5. Proposed Distributions, Obtaining Consent
6. Communicating with the Attorney