Structuring the estate inventory well from the start and having effective tools for balancing the final account are essential to ensure an orderly transfer of the estate assets. Improve accuracy, prevent disputes and make certain no assets are left unaccounted for. Register today!
Get practical tips for getting at the real value of each asset in the estate.
Review a sample inventory and appraisal form and see how you can improve on yours.
Improve your asset descriptions to save time and avoid miscommunication.
Find new ways of automating the math.
Find out what must be included in the final accounting.
*Join the Speaker for a Face-to-Face Q&A After this Event (Live Registrants Only)
Bring your webcam, your mic, and some good questions - We’ll be hosting an online Q&A after this event so attendees and speakers can connect and talk content.
Who Should Attend
This intermediate level course is designed to improve estate inventory and final accounting organization. Those who should attend include:
Legal Support Staff
Contacting Account Custodians and Obtaining all the Necessary Documents
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
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.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
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).
TX TBLS Paralegal Certification
Estate Planning and Probate Law: 1.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: Estate Planning & Probate Law
WA Paralegal Association
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
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.
Oren Von Limbaugh is a sole practitioner at The Limbaugh Law Firm, LLC, in Aurora, Colorado. Mr. Limbaugh has practiced estate planning, probate, elder law and special needs law for 22 years. He is an active member of the Colorado Bar Association and the Aurora Bar Association, where he currently serves as vice president. He is licensed to practice law in the state of Colorado and before the U.S. Tax Court. Mr. Limbaugh earned his B.A. from the Florida State University, and his J.D. and LL.M. (tax) from the University of Denver College of Law, where he was awarded the prestigious Aaron Goldfarb Memorial Scholarship and was listed in Who's Who: American Law Students. He was recently appointed by Gov. Jared Polis to serve on the Colorado Disability Funding Committee.
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