Probate Paralegals’ Guide to Assets: Valuation, Inventory, Transfer, Management, and More

Assets are where probate estates go wrong: undervalued property, missed accounts, sloppy inventories, and botched transfers invite objections, tax exposure, and risk to the firm. This program gives paralegals a start-to-finish, practical walkthrough of asset handling in probate administration, from identification through valuation, inventory, transfer, and ongoing management. You will leave ready to take on more of the asset workload with confidence, freeing up attorney time. Register today!

Classify probate and non-probate assets correctly.
Apply the right valuation approach for real estate, business interests, and digital assets.
Draft an inventory that satisfies the court the first time.
Execute clean transfers of property, accounts, and securities.
Manage estate assets responsibly, including tax and fiduciary duty considerations.
Know when an asset issue needs attorney escalation.

CLE Hours = 6 ( 1 Legal Ethics, 5 Substantive)