Washington State Paralegal Association

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  • Estate Administration: Final Accounting Do's andDon'ts forParalegals

Estate Administration: Final Accounting Do's andDon'ts forParalegals

  • 02/07/2023
  • 9:00 AM - 10:00 AM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Estate-Administration-Final-Accounting-Dos-and-Don-ts-for-Paralegals/Video-Webinar/96309ER_3872273?st=WA

Program Description

Don't Leave Off Any Important Items!

Final accounting in estate administration sums up all the efforts of marshaling, managing, and distributing the assets; paying all the outstanding debts and expenses; and distributing the remainder to the intended beneficiaries. Organizing all the information and keeping track of supporting documents is a monumental task that paralegals accomplish daily. This practical guide will help make the process easier. Get guidance from experienced faculty on speeding up the process, avoiding mistakes, and ensuring accuracy. Build your skills - register today!

  • Determine what must be included in the final accounting.
  • Find better ways of organizing and maintaining estate documents.
  • Discover mistakes that will throw off your final account balance.
  • Identify inefficiencies in your process and improve your approaches.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to properly organize final accounts in estate administration. Those who should attend include:

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

Course Content

  1. Structuring and Maintaining the Final Account Template
  2. How to Store and Organize Supporting Documents
  3. Asset Assessment and Valuation
  4. Documenting Creditor Claims and Payments
  5. Recording Expenses and Disbursements
  6. Recognizing Gain and Income of the Estate Assets
  7. Recording Sale of Assets
  8. Balancing the Account

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

206.653.7259

info@wspaonline.org 

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