Learn the procedures and laws applicable to the probate process to better assist your clients.
How can you be helpful and valuable in Probate Practice as a Paralegal? Understanding the purpose of Probate and that it is a form intensive engagement with a client at a difficult time in their life is key. Be thorough, diligent, agile and most of all be compassionate. Keep a log or spreadsheet of the information that you will need to be helpful. Take courses like this one and be prepared. This course will walk you through not only the basic documents that you will need to submit to the court, but also the ones that you will need to be the organized, at your fingertips best prepared Probate Paralegal that some of your Attorneys will depend on in this situation.
Agenda
What Is Probate?
- When
- Where
- Why
Type of Probate Proceedings
- Formal
- Informal
- Summary
- Affidavit of Collection
- Ancillary
Information Gathering
- Decedent and Family
- Estate Planning Documents
- Assets and Liabilities
- Organizing the Information
Forms to Be Prepared by Paralegal
- Form to Deposit Will
- Before Probate
- E-Filing
- Disclaimer
- Creditors Claims
Closing a Probate
- Notice to Creditors
- Collection of Assets
- Final Account
- Informal Closing
- Formal Closing
- Distribution of Assets
- Discharge of Personal Representative
- Proposed Order to Close a Probate Matter
Speakers
Nina Stillman,
Handler Thayer, LLP- Senior counsel at Handler Thayer, LLC
- Seasoned estate planning, probate, and business attorney focused on wealth preservation and transfer as well as taxation issues for family offices, ultra-high-net-worth business owners
Who Should Attend
This live webinar is designed for paralegals, legal assistants, associates, and other legal professionals.
