Register: https://ipe-sems.com/products/99549

Overview

How to Help Your Attorneys to Get Through Probate Cases Quickly and Efficiently

The year's wrapping up, office parties are in full swing, and this winter-themed legal course brings a bit of levity and holiday spirit to an admittedly dark subject. Walk through the 12 "days" of probate and come away with helpful tactics to keep the case on track at every step of the way. Our experienced faculty will help you stay cheery and thoroughly prepared this season. Register today and learn how to:

• Locate wills and assets
• Communicate with clients, debtors, and creditors
• Organize case files
• Track deadlines 
• and More!

Abbreviated Agenda

1. Client Intake and File Creation
2. Will Authentication
3. Locating Assets, Deeds, Titles, and Heirs (Research Tips)
4. Tips for Creating an Estate Inventory
5. Probate Petition and All Accompanying Documents
6. Keeping Track of Deadlines, Keeping the Process on Track
7. Educating and Supporting Personal Representatives
8. Creditor Communications
9. Managing and Recording Assets
10. Counseling Grieving Clients
11. Final Accounting and Tax Forms
12. Estate Closing Procedures