Washington State Paralegal Association

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  • Probate for Paralegals; File Organization and Calendaring

Probate for Paralegals; File Organization and Calendaring

  • 12/07/2021
  • 10:00 AM - 11:00 AM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Probate-for-Paralegals-File-Organization-and-Calendaring/Video-Webinar/91441ER_3595079?st=WA&pt=1%23

Program Description

Pave a Smooth Way for Each Probate Case

Each probate case is a jigsaw puzzle of old deeds, handwritten wills, court petitions and creditor notices, tax deadlines, and invoice piles. This quick practical guide will give you some tools to make sure all the puzzle pieces fit together for a smooth administration. Add to your skills - register today!

  • Improve the way you organize the overall file for better progress tracking.
  • Set up a system of reminders to ensure each deadline is set and met ASAP.
  • Structure tax documents and deadlines and build in room for extension requests.
  • Find better ways to keep track of paper and electronic bills and invoices.

Who Should Attend

This basic level course will teach attendees how to effectively handle file organization and calendaring in probate administration. Those who should attend include:

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

Course Content

  1. Keeping it Together: Organization of the Overall File
  2. Recording Assets: Checklists and Related Documents
  3. Setting and Meeting Deadlines
  4. Scheduling and Logging all Communications
  5. Keeping Track of Bills and Invoices
  6. Tax Reporting
  7. Court Filings and Appearances

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



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