Probate and Estate Administration for Paralegals

Administer estates end to end — from first steps and inventory to final accounting and closing. This course walks paralegals through the estate administration process from opening to closing. You'll cover the overview and first steps, communicating with executors and clients, and managing the estate and its assets. Additional modules address trusts management and taxation, tax forms and timelines, setting up the file, preparing the inventory, and completing the final account, distributions, and estate closing — all grounded in the ethics of estate administration.