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Understand the Key Tasks and Deadlines of Probate

Get a bird's-eye view of the probate process for a better understanding of the key steps involved and make certain no important tasks or deadlines are missed. Register today!

  • Understand the roles, rights and duties of the parties involved.
  • Determine which form of administration is to be used in specific cases.
  • Walk through the key steps of opening an estate.
  • Learn what notices, waivers, consents are needed.

Session Time: 1:00 - 2:30 PM Eastern
Presenter: Katie Bindrup

  1. Initial Considerations and Steps
  2. Roles and Responsibilities
  3. Situs and Ancillary Probate
  4. Forms of Administering an Estate
  5. Laws of Intestacy and Heirship
  6. Exceptions to Succession: Blended Families and More
  7. Executor Appointment and Taxpayer ID Number
  8. Filing Petition to Admit Will to Probate
  9. Notice to Interested Parties
  10. Waivers and Consents Rejections
  11. How to Manage the Non-Professional Executor
  12. Lost Wills, Partial Revocations, and Trends in Will and Trust Contests

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