Live Webinar

65-minute live streaming program
  • July 29
  • 1:00 - 2:05 pm EST

Also available as:

OnDemand Course

What All Paralegals Must Know About the Probate Process

July 29

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.

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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
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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

Live Webinar Registration

  • 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.

OnDemand Course

This course was last revised on June 24, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for paralegals, legal assistants, associates, and other legal professionals.

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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.

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/
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Add to Wishlist

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

All of your training, right here at Lorman.

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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409905
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