Estate Accounting Basics, Forms, and Checklists for Paralegals

What if you could walk into every estate planning matter knowing how to calculate the beneficiary’s share of assets, create inventories, and prepare final reports without any guesswork or stress? In this course, our dynamic faculty provides you with that level of clarity by breaking down the estate accounting process into easy-to-understand concepts. Save time, minimize errors, and build confidence with every case – register today!

Review core estate accounting concepts and terminology.
Examine best practices for drafting inventories and marshaling assets.
Discover how to prepare the final accounting report.

CLE Hours = 1 Substantive