PROBATE FOR PARALEGALS: Full Walkthrough With Checklists and Documents
Probate paralegals carry a heavy load. Preparing court filings, tracking down assets, managing creditor deadlines, organizing accountings, and fielding beneficiary calls - all at the same time, often across multiple open matters. Without a clear stage-by-stage system, it is easy to fall behind, lose track of where a file stands, or inadvertently cross into territory that belongs to the attorney. This 6-hour program walks you through the entire probate process from your perspective as the paralegal doing the work. You will get step-by-step guidance for each task you own, from completing the initial intake checklist to assembling the final court submission package. Every stage comes with practical checklists and model documents you can put to use immediately. Register today! Complete an estate asset inventory accurately using a proven categorization framework. Assemble and track court filing packets: petitions, inventories, accountings, and more. Log and manage creditor claims from receipt through resolution without missing a deadline. Organize the four core document packages every probate file requires. Write professional beneficiary updates that reduce phone calls and keep communication on track. Set up a file management system that stays organized from intake through final discharge. Stay clearly on the right side of the ethics line: every task, every interaction.
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