Estate Administration: Final Accounting Do's and Don'ts

National Business Institute
Training overview
Professional Course
3 hours
From 299 USD

Start dates
299 USD
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Course description

Estate Administration: Final Accounting Do's and Don'ts

Final accounting is the culmination of all the estate administration efforts. Are you confident in your ability to wrap up every client's estate without leaving room for disputes and re-openings? This practical legal guide will walk you through the process and offer practical tips for perfecting your approach. Register today!

  • Plan for the final accounting from the start of administration: set up your processes to speed up the wrap up.
  • Make certain the final disbursements are properly recorded and executed without a hitch.
  • Get a primer on final tax returns and learn what to do to comply with all the latest regulations.
  • Learn how experienced practitioners simplify the process of creating the final accounting and walk away with pointers you can use right away.
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Training content

  1. Process Overview and First Steps (with Checklists)
  2. IRS Filing Requirements (w/Examples)
  3. Final Accounting: Receipts and Disbursements (w/Examples)
  4. Tax Returns and the Final Steps

Why choose NBI?

More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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