Description

Whether you re new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish – register today!

• Learn how to meet every deadline, follow procedures and complete essential forms.
• Identify key estate administration pitfalls you need to avoid.
• Acquire strategies to ensure you can help your clients through every step of the probate process.
• Manage your client s entire estate administration procedures properly and effectively.
• Understand how to properly transfer and distribute assets.
• Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
• Gain a better understanding of the probate court s procedures so that you can avoid common pitfalls and mistakes.
• Identify how to properly distribute assets to minors, surviving spouses and trusts.