Register: https://ipe-sems.com/products/100364

Overview

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.

Abbreviated Agenda

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