Top 8 Paralegal Mistakes in Estate Inventory and Final Accounts

Probate estates are as unique as the people who leave them, and tracking their tangled assets takes impeccable attention to detail and specialized knowledge. This fast-paced course will give you a quick rundown of common problems and errors you’re likely to encounter and offers solutions to the worst of them. Don’t let valuable property slip through the cracks – register today!

Avoid Inventory Errors: Accurately value assets, classify property, and comply with deadlines.
Master the Final Accounting: Meticulously track all estate income and expenses with receipts and records.
Enable Final Distributions: Obtain each beneficiary’s consent on the schedule of proposed distributions.
Ensure Accuracy and Clarity: Use key mathematical reconciliations to check your work and prevent delays and disputes.

CLE Hours = 1 Non-substantive