Probate and Estate Administration for Paralegals
National Business Institute
Course description
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.
Training content
- Estate Administration Process Overview and First Steps
- Ethics in Probate
- Setting Up the File
- Communicating with Executors, Clients, and Other Parties
- Inventory: Preparing Asset Lists and Analyzing Records
- Beneficiary Designation Accounts in Estate Administration
- Management of the Estate
- Trusts Management and Taxation in Estate Administration
- Tax Forms, Timelines, Reporting in Estate Administration
- Final Account, Distributions, and Estate Closing
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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Contact info
National Business Institute
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