Washington State Paralegal Association

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  • Taxes in Probate 101: A Quick Guide for Paralegals

Taxes in Probate 101: A Quick Guide for Paralegals

  • 12/07/2023
  • 9:00 AM - 10:00 AM
  • Webcast

Program Description

Navigate Key Forms, Deadlines, and Requests

Paralegals do the brunt of the work when it comes to obtaining key documents and tax filing prep in estate administration. It's on you to make sure nothing falls through the cracks. This essential guide sums up the key tasks and resources associated with tax returns in probate. So whether you're new to the task or are looking for a quick refresher, our expert faculty will give you the tools and knowledge you need. Register today!

Explore key forms and schedules used in probate and walk through their key components.

Come away with useful resources for obtaining tax information and records.

Identify critical filing deadlines and learn when and how to request extensions.

Clarify which tasks could lead to UPL and get tips for preventing it.

Who Should Attend

This essential guide to probate taxes is designed for:


Legal Assistants

Other Paraprofessionals

Course Content

Navigating the Common Tax Forms

Where to Get the Information for the Returns

Filing Deadlines, Extensions, and Extension Requests

What Paralegals Can and Cannot Do Regarding Taxes in Probate

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



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