Get All the Documents Necessary to Administer the Estate
Starting each estate on the right foot is the best way to prevent mistakes and oversights, and first contact and due diligence lie squarely on paralegals' shoulders. Are you making the most of each point of contact? This practical guide will help you improve client intake and get a complete financial picture of each estate. Come away with a handy checklist and hard-won practical tips you can put to use right away. Register today!
Manage expectations and ensure responsiveness at client intake.
Fill out your skill set with tools that allow you to obtain the documents on your own.
Improve your document request, submission, and sharing processes.
Review a sample estate inventory and come away with ideas for better structure and organization.
Who Should Attend
This intermediate level legal guide offers practical guidance for the first steps of probate administration. Those that will benefit include:
Initial Client Interview: Helping Clients Get Ready for the Process
The Complete List of Documents to Request (With a Sample Checklist)
Setting up Document Sharing or Specifying the Format of Document Submission
Effective Follow-Up Approaches
Estate Information You can Obtain on Your Own and Where to Find It
Compiling and Organizing the Final Document: Sample Inventory Review
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
Civil Trial Law: 1.00Estate 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: Civil Trial Law, Estate Planning and 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.
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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