Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!
- Walk through the essential steps of probate and estate administration.
- Get practical tips for creating the file and organizing the incoming and created documents.
- Create better inventories with help from experienced faculty.
- Review key tax timelines and forms.
- Establish and maintain proper communication with clients, executors, and other parties.
- Effectively handle final accounting and distributions.