Probate for Paralegals: Communicating With Executors, Clients, and Other Parties
National Business Institute
Course description
Probate for Paralegals: Communicating With Executors, Clients, and Other Parties
Paralegals' elbow grease is what makes the gears of every legal process run more efficiently. This practical probate course focuses on the written and unwritten rules and tactics of hunting down the missing documents, getting third parties to cooperate, and keeping beneficiaries in the loop and on board. Get the tools you'll need to improve your processes and drafting skills. Register today!
- Get practical tips for obtaining and organizing incoming documents and communications.
- Establish and maintain proper communication with clients, executors, and other parties.
- Improve your outcomes when dealing with tax authorities and other government agencies.
- Help executors stay on track with regular contact.
- Find out how accountants and other client advisers can help you speed up the process.
Training content
- Duties of Executors/Administrators During the Probate Process
- Paralegal Contact With Executors or Administrators
- Trustee Communications
- Creditor Notices and Communication
- Client Communications and Follow-Up Meetings
- Communicating with Client Advisors and Accountants
- Contacting Banks, Brokerage Houses, Appraisers, and More
- Contacting Tax Authorities and Other Government Agencies
- Beneficiary Communications
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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