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Probate Document Organization Gems From Paralegal Pros
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 Export to Your Calendar 6/23/2026
When: June 23, 2026
10:00AM-5:00PM ET
Where: United States
Contact: Cassi Nelson
cassi.nelson@nbi-sems.com
715-835-8525

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Do you have a clear, reliable system for organizing probate documents from intake through estate closing? This practical course is designed to help paralegals build and
maintain well-structured probate files that support court requirements, attorney review, and efficient estate administration. Participants will walk through the probate matter as a
document lifecycle - learning how to set up the file at intake, organize original instruments and court filings, track deadlines and supporting documentation, and maintain clean and
auditable records throughout the administration process. The course emphasizes real-world workflows paralegals use to manage incoming client materials, drafts, filed
documents, and final estate records with consistency and confidence. Register today! 

CLE Credits: 5 General, 1 Ethics, 6 Total CLEs


Event URL: http://ipe-sems.com/products/102063

 

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