Course ID: 20812 | Course Duration: 1 Day
Course Dates: 
 
Career Training
 

Probate Forms Workshop for Paralegals Training Class

Course ID: 20812
 
 
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Probate Forms Workshop for Paralegals Training Seminar

Don't just learn the theory of probate - obtain knowledge through practice!

As the average age of Americans rises and increasing numbers of baby boomers are reaching retirement age, it is likely that at some point in your career you will be involved in a probate case. The sheer amount of information and forms that are part of a probate proceeding can be overwhelming, especially when you have not handled a case in a while. Whether probate is new to you or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately. Our experienced faculty will help you to:

  • Learn how to determine whether or not an estate has to be probated.
  • Gather all of the necessary information from the start to make probate more efficient.
  • Determine which form to use for every situation.
  • Adopt the proper methods of preparing and delivering the forms.
  • Create guidelines for using "boiler-plate" forms and adapting them to individual situations.
  • Recognize critical deadlines in order to create realistic schedules that will help you to stay on task.
  • Understand when and how each document fits into the final process.
  • Fill out the ???unusual' forms that are not part of a straightforward proceeding.

 

 
     
     
  Course Details  
     
     
  Agenda  
 

HOW TO DETERMINE IF PROBATE IS NECESSARY
9:00 - 9:45, Jessica S. Lacy.

GATHERING THE INFORMATION YOU NEED TO COMPLETE THE FORMS
9:45 - 10:30, Jessica S. Lacy.

INITIAL PROBATE FILING FORMS
10:45 - 11:30, Jessica S. Lacy.

INITIAL NOTICES AND NOTICES TO CREDITORS
11:30 - 12:15, Jessica S. Lacy.

INVENTORY AND APPRAISAL
1:15 - 2:00, Dr. Stephen M. Maple.

ACCOUNTING AND TAX CONSIDERATIONS
2:00 - 2:45, Dr. Stephen M. Maple.

PROBATE CLOSING FORMS
3:00 - 3:30, Dr. Stephen M. Maple.

ANCILLARY ADMINISTRATION
3:30 - 4:00, Dr. Stephen M. Maple.

MISCELLANEOUS FORMS
4:00 - 4:30, Dr. Stephen M. Maple.

 
     
     
  Audience  
 

This basic level seminar will allow attendees to assist with the preparation of routine probate forms in an efficient and effective manner and will benefit:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff
  • New Attorneys
 
     
     
 
On-Site Training Bring this Probate Forms Workshop for Paralegals training class in-house at your facility. Request More Information Request More Information On Probate Forms Workshop for Paralegals
 
Career Training
 
 
Career Training
  Probate Forms Workshop for Paralegals Training Course Dates and Locations  
     
  Course ID: 20812 | Course Duration: 1 Day  
     
  Locations:  
     
   
     
 
Start Date Price      Location/Event Details Register Online Request
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09/18/2008 $279.00    Breinigsville, PA Register Online For The 09/18/2008 Event Request More Information   Register By Fax For The 09/18/2008 Event
09/19/2008 $279.00    Des Moines, IA Register Online For The 09/19/2008 Event Request More Information   Register By Fax For The 09/19/2008 Event
09/22/2008 $279.00    Portland, OR Register Online For The 09/22/2008 Event Request More Information   Register By Fax For The 09/22/2008 Event
09/23/2008 $269.00    Oklahoma City, OK Register Online For The 09/23/2008 Event Request More Information   Register By Fax For The 09/23/2008 Event
10/07/2008 $269.00    Denver, CO Register Online For The 10/07/2008 Event Request More Information   Register By Fax For The 10/07/2008 Event
10/20/2008 $279.00    Grand Rapids, MI Register Online For The 10/20/2008 Event Request More Information   Register By Fax For The 10/20/2008 Event
10/21/2008 $279.00    Southfield, MI Register Online For The 10/21/2008 Event Request More Information   Register By Fax For The 10/21/2008 Event
11/06/2008 $289.00    Clayton, MO Register Online For The 11/06/2008 Event Request More Information   Register By Fax For The 11/06/2008 Event
11/12/2008 $279.00    Independence, OH Register Online For The 11/12/2008 Event Request More Information   Register By Fax For The 11/12/2008 Event
 
     
 
On-Site Training Bring this Probate Forms Workshop for Paralegals training class in-house at your facility. Request More Information Request More Information On Probate Forms Workshop for Paralegals
 
Career Training
 
 
Career Training
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