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Advanced Probate Administration for Paralegals
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9/13/2023
When: 09/13/2023
10:00 AM EDT
Where: United States
Contact: Cassi Gruber
cassi.gruber@nbi-sems.com

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You've been handling probate and estate cases for a while, but are you using advanced

techniques to efficiently complete each step? Don't let the paperwork bog you down. This

course provides detailed insight into the multi-faceted process of probate administration.

Our faculty will show you how to handle creditors, beneficiaries, and the IRS with ease.

You'll walk through sample forms with experienced practitioners, including testate and

intestate forms and a full range of tax returns. Take your probate administration skills to

the next level - register today!

 

● Learn the information you need at the outset to manage probate efficiently.

 

● Find out the documentation you need to appropriately sell or transfer assets.

 

● Keep beneficiaries informed about the estate with a K-1 report.

 

● Take charge of probate tax issues with improved drafting techniques for Form 706,

709, and more.

 

● Make your document management system work for you with streamlined e-filing

and more.

 

● Get tips for properly terminating fiduciary responsibility over the estate.
 

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