The Probate Process From Start to Finish for Paralegals Training Class

Course ID: 16747

The Probate Process From Start to Finish for Paralegals Training Seminar

Help Your Clients to Have a Successful Probate Experience

Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.

At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time - enroll today!

Receive a complete estate timetable so you know what needs to be done - and when.
Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
Deal with administrative duties by helping with creditor claims and estate cash management.
Understand how to distinguish between privileged and non-privileged communications.
Fulfill your role in preparing the distribution of the estate to beneficiaries.


	Agenda
	HOW TO FILE AN ESTATE IN PROBATE COURT Christopher L. Thompson, 9:00 - 9:50 Distinctions Between the Modest and Larger Estate The Estate Timetable and What Needs to Be Done Steps for Proving the Will Steps for Challenging the Will WORKING WITH EXECUTORS AND ADMINISTRATORS Sandra L. Lissman, 9:50 - 10:55 Duties of Executors or Administrators During the Probate Process Paralegal Contact With Executors or Administrators How Misconduct and/or Removal of Executors or Administrators is Handled Compensation Special Administration Duties of the Attorney for the Executor - Who is the Client? HOW TO PREPARE AND FILE THE INVENTORY Sara L. Butcher, 11:10 - 11:40 Preparing the Inventory - What Every Paralegal Needs to Know Statutory Requirements Notice Working With the Attorney to Collect, Maintain and Manage Assets How to Successfully Solve Common Inventory Problems ADMINISTRATION OF THE ESTATE Christopher L. Thompson, 12:40 - 1:40 Dealing With Creditors' Claims Disclaimers Assisting With the Estate Cash Management Insolvency Preparing Partial Distributions ETHICAL PERILS IN THE PROBATE PROCESS Sara L. Butcher, 1:40 - 2:40 Distinguishing Between Privileged and Non-Privileged Communications When the Client Asks for Legal Advice - Knowing How to Say "No" Protecting Your Firm From Malpractice Actions - Tools You Can Use to Meet Deadlines DEALING WITH SPOUSE'S ELECTIVE SHARES June M. Wiyrick, 2:55 - 3:25 Homestead Allowance Dower and Curtesy Spousal Rights and Personalty Rights of Election Procedures UNDERSTANDING THE LAWS OF INTESTACY June M. Wiyrick, 3:25 - 3:45 CLOSING THE ESTATE June M. Wiyrick, 3:45 - 4:30 Tips for Assisting With Final Accounting Preparing the Distribution of the Estate to Beneficiaries Discharge of the Fiduciary

Audience

This basic level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process.