Each probate case is a jigsaw puzzle of old deeds, handwritten wills, court petitions and creditor notices, tax deadlines, and invoice piles. This quick practical guide will give you some tools to make sure all the puzzle pieces fit together for a smooth administration. Add to your skills - register today!
Improve the way you organize the overall file for better progress tracking.
Set up a system of reminders to ensure each deadline is set and met ASAP.
Structure tax documents and deadlines and build in room for extension requests.
Find better ways to keep track of paper and electronic bills and invoices.
Who Should Attend
This basic level course will teach attendees how to effectively handle file organization and calendaring in probate administration. Those who should attend include:
Legal Support Staff
Keeping it Together: Organization of the Overall File
Recording Assets: Checklists and Related Documents
Paralegal Education DE Certified Paralegal Program
This course will qualify for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.
MT CLE Credit for Paralegals
Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics.
This seminar meets the requirements of the NALA Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
NC Continuing Paralegal Education
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
OH Certified Paralegals
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general and 0.0 ethics (for a total of 1.0 hours CLE).
AR Arkansas Department of Higher Education
Licensed by the Arkansas Division of Higher Education.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
SUZANNE R. OTHMAN is a paralegal with Dentons US LLP and a member of Dentons' trusts, estates, and wealth preservation practice in the Chicago office. She has over 16 years of expertise devoted to estate planning, probate, trust administration, and post-mortem tax planning. She works with families and business owners to ensure their intricate planning goals are attained in the most diligent and attentive manner possible. Ms. Othman graduated from the ABA approved paralegal studies program at William Rainey Harper College, with dean's high honors for two consecutive years. She successfully completed coursework on "Estate Planning in Depth," at the University of Wisconsin-Madison; "Drafting Revocable Living Trusts & Practice Development Strategies," through WealthCounsel in San Diego, California; and NAEPC Advanced Estate Planning Strategies Conference in Amelia Island, Florida. Ms. Othman was honored with an Outstanding Achievement in Legal Services and Appreciation Award in 2018. She is also a member of the National Federation of Paralegal Associations.
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