Final Accounting and Estate Wrap-Up: A Practical Paralegals’ Guide

Organizing and keeping track of all the documents and transactions for estate accounts is a monumental task that probate paralegals accomplish daily. This practical guide will help you reduce rework and second-guessing when balancing and wrapping up each account. Get focused guidance from experienced faculty on speeding up the process, building consistency, spotting issues, and ensuring accuracy. Build your skills – register today!

Review what must be included in the final accounting.
Fine-tune the way you organize and maintain estate documents.
Discover mistakes that will throw off your final account balance.
Identify inefficiencies in your process and refine your approaches.

CLE Hours = 6 (1 Legal Ethics, 1.5 Non-substantive, 3.5 Substantive)