Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Estate-Inventory-and-Final-Accounts/Video-Webinar/98097ER_4022891?st=WA

Program Description

Prevent Mistakes

Structuring the estate inventory well from the start and having effective tools for balancing the final account are essential to ensure an orderly transfer of the estate assets. Improve accuracy, prevent disputes and make certain no assets are left unaccounted for. Register today!

• Get practical tips for getting at the real value of each asset in the estate.
• Review a sample inventory and appraisal form and see how you can improve on yours.
• Improve your asset descriptions to save time and avoid miscommunication.
• Find new ways of automating the math.
• Find out what must be included in the final accounting.

Who Should Attend

This intermediate level course is designed to improve estate inventory and final accounting organization. Those who should attend include:

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

Course Content

1. Contacting Account Custodians and Obtaining all the Necessary Documents
2. Client Asset Questionnaire
3. Digital Assets Access and Valuation
4. Structuring the Inventory
5. Asset Descriptions and Value
6. Automating the Math
7. Preparing and Balancing the Final Account
8. Common Mistakes to Avoid