Learn the procedures and laws applicable to the probate process to better assist your clients.
How can you be helpful and valuable in Probate Practice as a Paralegal? Understanding the purpose of Probate and that it is a form intensive engagement with a client at a difficult time in their life is key. Be thorough, diligent, agile and most of all be compassionate. Keep a log or spreadsheet of the information that you will need to be helpful. Take courses like this one and be prepared. This course will walk you through not only the basic documents that you will need to submit to the court, but also the ones that you will need to be the organized, at your fingertips best prepared Probate Paralegal that some of your Attorneys will depend on in this situation.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is Probate?
- When
- Where
- Why
Type of Probate Proceedings
- Formal
- Informal
- Summary
- Affidavit of Collection
- Ancillary
Information Gathering
- Decedent and Family
- Estate Planning Documents
- Assets and Liabilities
- Organizing the Information
Forms to Be Prepared by Paralegal
- Form to Deposit Will
- Before Probate
- E-Filing
- Disclaimer
- Creditors Claims
Closing a Probate
- Notice to Creditors
- Collection of Assets
- Final Account
- Informal Closing
- Formal Closing
- Distribution of Assets
- Discharge of Personal Representative
- Proposed Order to Close a Probate Matter
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 25, 2024.
Call 1-866-352-9540 for further credit information.
- NALA 1.0
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.0 hour(s).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Nina Stillman, J.D., L.L.M.
Handler Thayer, LLP
- Senior counsel in the Advanced Planning & Family Office Practice Group at Handler Thayer, LLP
- Over 30 years of experience, focusing on the areas of domestic and international estate planning, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration, and litigation
- Can be contacted at [email protected], 312-960-3142, or on LinkedIn at www.linkedin.com/in/ninastillman/
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
