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Webinar: "What All Paralegals Must Know About the Probate Process"

April 2017Lorman Education ServicesAttorney: Tereina Stidd

Program Description:  
The live webinar will be 90 minutes in length, a minimum of 85 minutes of content and maximum of 5 minutes of Q&A. The live webinar will be scheduled between the hours of 1:00 PM - 2:30 PM EST and will be heard by a national audience.

Program Agenda: 

I. Developing a Probate Process

A. Initial Client Contact
B. Plan for Administration
C. Recognizing Potential issues/problem areas

II. Filing Pleadings to open probate

A. Testate v. Intestate
B. Appointment of Executor
C. Notice Requirements
D. Deadlines

III. Administering the Estate

A. Establishing a Timeline of Events and Tickler System
B. Distinguish what assets will be subject to probate
C. Statutory Allowances

IV. Creditor Claims

A. Notice Requirements
B. Validity
C. Payment

V. Completing Administration

A. Closing checklist
B. Unresolved issues
C. Payment of all valid claims, debts, expenses and taxes
D. Payment of fiduciary and attorney fees
E. Accounting
F. Final distribution of assets


Benefits of Attending this Program:

Frequently the initial meeting with a probate client is an emotional one in which the client, emotional from the loss of their loved one, is not absorbing much of the information being conveyed and the attorney or paralegal finds themselves repeating the same information multiple times throughout the process, which is inefficient, frustrating and costly. Too often the Executor and beneficiaries do not understand the process and complain about fees, time and the overall process. This live webinar will provide tips and tricks to those professionals on the front lines to combat these issues, help provide ways to ensure that the clients are aware of the process as a whole and give guidelines to set realistic goals, deadlines and expectations. In addition, the goal of this live webinar is to give the professionals additional tools to understand, manage and navigate the probate process from start to finish, by providing information and checklists to help manage creditors’ claims, important deadlines and keeping track of probate assets. Finally, you will walk away with a clear overall picture of the probate process and a better understanding of how to avoid common problems associated with probate administration.

To register for this event, please click here.

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