Preparation and Review of Essential Probate Documents Training Class

Preparation and Review of Essential Probate Documents Training Seminar

Speed up the probate process with the right forms, affidavits and checklists.

Making simple probate cases a profitable part of your practice is often just a matter of better organization and greater efficiency of document preparation and review. Have you refined your internal processes to the maximum? Join us for an interactive workshop that will teach you how to and, more importantly how not to draft, review, fill out and use common probate documents, so you can streamline the process and prevent probate litigation. Register today!

• Recognize critical deadlines in order to create realistic schedules that will help you stay on task.
• Save time and spot the red flags that may cause probate litigation down the road with a targeted review of document drafts.
• Ensure the sale of real property goes off without a hitch with timely petitions, effective communication with the decedent's family and proper reporting.
• Work together throughout the day to compile a comprehensive checklist of all the documents needed to complete the probate in any circumstance.
• Gain the basic understanding of the tax forms involved in probate and help the financial specialists do their job quickly and effectively.
• Clarify the procedure for handling the 'unusual' forms that are not part of a straightforward proceeding.
• Learn how to maximize the use of legal support staff and financial specialists without crossing into unauthorized practice of law.
• Walk away with a cache of useful probate forms and letter drafts for any probate occasion.