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Overview

Tips and Checklists to Ensure Every Case Stays on Track

Countless tasks, tight deadlines, large estates, and other issues can make probate cases difficult to juggle. Don't let these overwhelm you! This program will provide you with practical resources and tips for probate case management so you can keep every case on track no matter the complexities. Stay ahead of crucial deadlines and deliver better outcomes for clients - register today!

• Get a master list to ensure no tasks big or small get missed.
• Build a well-constructed probate timeline to stay organized, prioritize, and prevent delays.
• Use checklists in document prep and review to reduce errors and work more efficiently.

Abbreviated Agenda

1. Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
2. Automating Tasks and Best Digital Tools for Workflow Management
3. Document Prep and Review Checklists
4. Communication Best Practices: Clients, Courts, Beneficiaries
5. Staying Organized: Practical Tips for Managing Multiple Probate Cases