The Complete Probate Walkthrough

National Business Institute
Training overview
Professional Course
Webinar
5 hours 50 minutes
From 389 USD

Start dates
Online
389 USD
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Course description

The Complete Probate Walkthrough

Step-by-Step Overview and Instruction A myriad details have to fall into place to ensure the administration of the estate goes off without a hitch. This course is designed to simplify the task of keeping the process on track. From choosing the right procedure, to capturing and distributing every asset, to proper tax reporting and effective communication with all the parties involved, our experienced faculty will guide you through the process with practical tips and useful tools and resources. Register today! Map out the entire probate process and its key tasks, from start to finish. Issue beneficiary notices, get consent, and prevent conflict with effective communication advice from the pros. Get an update on the changing tax laws and their effect on probate. Make sure all your practices are above board with a tailored legal ethics guide. Learn what it takes to balance the final accounting and close the estate.

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Training content

  • Probate Overview
  • Executor Duties Outlined and Major Timeline Established
  • Letters of Authority, Initial Petition, and Notices
  • Communicating With Beneficiaries and Authenticating the Will
  • ASSETS: Valuation, Inventory, Management, Sale, Creditor Claims
  • The Changing Tax Landscape and Its Effect on Probate Practice
  • Tax Reporting: Forms, Deadlines, IRS Communications
  • Completing the Final Accounting and Closing the Estate
  • Avoiding Common Probate Mistakes and Disputes
  • Applying Legal Ethics Canons in Probate

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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