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.
Keeping it Together: Organization of the Overall File
Recording Assets: Checklists and Related Documents
This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NM Paralegal Division, State Bar of NM
- 1.00Approval Exp. 8/9/2024
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning & Probate Law
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.
Lindsay Miller is a paralegal at the law firm of Greenspoon Marder LLP in Miami, Florida. She focuses primarily on estate planning in the trust and estates arena, as well as complex probate administration. Ms. Miller earned her B.S. degree from Florida International University. She is a Florida registered paralegal and is certified in law, ethics and society.
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