Estate Administration: Final Accounting Dos and Don'ts for Paralegals

National Business Institute
Training overview
Professional Course
1 hour
From 119 USD

Start dates
119 USD
Inquire for more information

Course description

Estate Administration: Final Accounting Dos and Don'ts for Paralegals

Final accounting in estate administration sums up all the efforts of marshaling, managing, and distributing the assets; paying all the outstanding debts and expenses; and distributing the remainder to the intended beneficiaries. Organizing all the information and keeping track of supporting documents is a monumental task that paralegals accomplish daily. This practical guide will help make the process easier. Get guidance from experienced faculty on speeding up the process, avoiding mistakes, and ensuring accuracy.

Want to find out more?

Training content

  1. Structuring and Maintaining the Final Account Template
  2. How to Store and Organize Supporting Documents
  3. Asset Assessment and Valuation
  4. Documenting Creditor Claims and Payments
  5. Recording Expenses and Disbursements
  6. Recognizing Gain and Income of the Estate Assets
  7. Recording Sale of Assets
  8. Balancing the Account

Certification / Credits

  • Determine what must be included in the final accounting.
  • Find better ways of organizing and maintaining estate documents.
  • Discover mistakes that will throw off your final account balance.
  • Identify inefficiencies in your process and improve your approaches.

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...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Estate Administration: Final Accounting Dos and Don'ts for Paralegals.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

National Business Institute

1218 McCann Dr
54720 Altoona WI

 Show phone number

Request Information

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

View again
Supplier Directory
Join our Supplier Directory to:
- Gain Traffic
- Get Noticed
- Showcase Your Services
- Free Listing Available