PROBATE: Full Walkthrough With Checklists and Documents

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

Start dates
389 USD
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Course description

PROBATE: Full Walkthrough With Checklists and Documents

Get a head start on any probate case with a full overview of the process; useful forms, documents, and sample language; and practical guidance from experienced professionals. Whether you've been handling estates for years or are looking for an introduction, this course will arm you with the knowledge you need to take a case from start to finish. Learn what to do at each step of probate and how to do it properly - register today!

  • Discuss actions that must be taken in anticipation of probate.
  • Review various forms of administration and determine whether an estate qualifies for the simplified procedures.
  • Avoid mistakes in handling creditor and family claims.
  • Walk through the necessary tax forms and deadlines and explore post-mortem tax tactics.
  • Learn what must (and should) be included in the final accounting.
  • Prevent disputes with clear communications regarding distributions.
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Training content

  1. Actions in Anticipation of Probate (With Checklist)
  2. Methods of Probate
  3. Administration of the Estate (With a Sample Inventory)
  4. Creditor and Family Claims
  5. Tax Obligations
  6. Winding Up the Estate
  7. 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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