Probate and Estate Administration for Paralegals

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.

CLE Hours = 6 (0.5 Non-Substantive, 1 Legal Ethics, 4.5 Substantive)