Register: https://ipe.nbi-sems.com/ProductDetails/Probate-and-Estate-Administration-for-Paralegals/Video-Webinar/92435ER_3702041

Program Description

Confidently Assist in Probate and Estate Administration

Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!

• Walk through the essential steps of probate and estate administration.
• Get practical tips for creating the file and organizing the incoming and created documents.
• Create better inventories with help from experienced faculty.
• Review key tax timelines and forms.
• Establish and maintain proper communication with clients, executors, and other parties.
• Effectively handle final accounting and distributions.

Who Should Attend

This intermediate level course will allow attendees to improve their estate administration skills. Those who should attend include paralegals, legal assistants, and legal support staff.

Course Content

1. Estate Administration Process Overview and First Steps
2. Ethics in Probate
3. Setting Up the File
4. Communicating with Executors, Clients, and Other Parties
5. Inventory: Preparing Asset Lists and Analyzing Records
6. Beneficiary Designation Accounts in Estate Administration
7. Management of the Estate
8. Trusts Management and Taxation in Estate Administration
9. Tax Forms, Timelines, Reporting in Estate Administration
10. Final Account, Distributions, and Estate Closing