PROBATE ASSETS: Inventory, Management, Distributions and More

National Business Institute
Training overview
Professional Course
6 hours
From 389 USD

Start dates
389 USD
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Course description

PROBATE ASSETS: Inventory, Management, Distributions and More

Administering an estate requires impeccable attention to detail and a deep understanding of how assets are held, moved and taxed. This detailed program will show you how to handle an array of assets in probate. From real estate and trusts to more uncommon assets like digital currency, get the knowledge you need handle any eventuality. Hone your craft - register today!

  • Leave no stone unturned and learn how to locate hidden estate assets.
  • Get the answers to common inventory and valuation questions.
  • Review best practices in selling, managing and transferring estate assets.
  • Learn the in;s and out;s of identifying, accessing, valuing and selling digital assets.
  • Find out how to handle title problems, homestead issues and other real estate snags.
  • Discover how to properly administer a trust.
  • Put together a final estate accounting that will pass the scrutiny of the court and beneficiaries.
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Training content

  1. Discovering and Securing the Assets
  2. Inventory and Valuation - The Complete Checklist
  3. Sale, Management and Transfer of the Estate Assets
  4. Digital Assets
  5. Handling Life Insurance, IRAs, Retirement Assets
  6. Real Estate Issues
  7. Trust Management and Distribution
  8. Preparing Final Account and Distribution Plans
  9. Legal Ethics

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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