The Probate Playbook: Beginner's Guide to Client Communication and Procedures
Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today!
- Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency.
- Help personal representatives fulfill their duties: map out their tasks and case deadlines.
- Outline the rights and limitations of creditors in probate and map out the claims process.
- Ensure all tax liabilities are covered and returns filed before the estate is closed.
- Wrap up the estate properly with balanced final accountings and thorough final distributions.
- Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.
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The Probate Playbook: Beginner's Guide to Client Communication and Procedures
Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today!
- Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency.
- Help personal representatives fulfill their duties: map out their tasks and case deadlines.
- Outline the rights and limitations of creditors in probate and map out the claims process.
- Ensure all tax liabilities are covered and returns filed before the estate is closed.
- Wrap up the estate properly with balanced final accountings and thorough final distributions.
- Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.
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Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today!
- Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency.
- Help personal representatives fulfill their duties: map out their tasks and case deadlines.
- Outline the rights and limitations of creditors in probate and map out the claims process.
- Ensure all tax liabilities are covered and returns filed before the estate is closed.
- Wrap up the estate properly with balanced final accountings and thorough final distributions.
- Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.
