When the client is no longer there to make their voice heard, the task of interpreting their wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you will need? This program will provide you with a comprehensive overview of the probate process, equipping you with the checklists, forms, and documents you will need to guide your clients through each time-sensitive procedure. Learn what to do and when to do it, from the initial petition to the final accounting. Register today! Don't miss a step - learn how to map out the entire probate process by utilizing a master checklist. Examine the essential content of the initial petition and understand the procedure for filing it. Receive practical tips on valuing and recording assets to be included in the estate inventory. Handle creditor notices and responses. Understand key provisions of trusts and their impact on the probate process. Learn what must be included in the final accounting and review sample tax returns.
