Program Description
Confidently Assist With Probate Matters
Do you know the proper procedures and filing requirement in probate? This essential course will guide you through the probate process essentials you need to know. Learn how to be instrumental in accurately opening the estate, handling assets, tax fundamentals and closing the estate. Build your skill set - register today!
- Be instrumental in collecting, maintaining and managing assets.
- Get a better understanding of the tax issues associated with probate.
- Follow thorough closing procedures so accounting is complete before distribution takes place.
Who Should Attend
This intermediate level course will allow attendees to effectively manage assets in probate. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Course Content
- The Initial Filing: Opening the Estate
- Inventory and Administration of the Estate
- Tax To-Do's in Probate
- Closing the Estate
Continuing Education Credits
California MCLE Paralegal – California MCLE Paralegal: 3.00
DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00
Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00
Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00
Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00
National Association of Legal Assistants, Inc. – NALA: 3.00
National Federation of Paralegal Associations, Inc. – NFPA: 3.00
North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00
Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00
Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 3.00
TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *
Washington State Paralegal Association – Washington State Paralegal Association: 3.00
* denotes specialty credits
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