Washington State Paralegal Association

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  • Client Intake and Estate Inventory: A Paralegal's guide

Client Intake and Estate Inventory: A Paralegal's guide

  • 10/28/2021
  • 11:00 AM - 12:00 PM
  • Webcast

Program Description

Get All the Documents Necessary to Administer the Estate

Starting each estate on the right foot is the best way to prevent mistakes and oversights, and first contact and due diligence lie squarely on paralegals' shoulders. Are you making the most of each point of contact? This practical guide will help you improve client intake and get a complete financial picture of each estate. Come away with a handy checklist and hard-won practical tips you can put to use right away. Register today!

  • Manage expectations and ensure responsiveness at client intake.
  • Fill out your skill set with tools that allow you to obtain the documents on your own.
  • Improve your document request, submission, and sharing processes.
  • Review a sample estate inventory and come away with ideas for better structure and organization.

Who Should Attend

This intermediate level legal guide offers practical guidance for the first steps of probate administration. Those that will benefit include:

  • Paralegals
  • Legal Assistants
  • Legal Secretaries

Course Content

  1. Initial Client Interview: Helping Clients Get Ready for the Process
  2. The Complete List of Documents to Request (With a Sample Checklist)
  3. Setting up Document Sharing or Specifying the Format of Document Submission
  4. Effective Follow-Up Approaches
  5. Estate Information You can Obtain on Your Own and Where to Find It
  6. Compiling and Organizing the Final Document: Sample Inventory Review

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



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