Probate for Paralegals: Communicating With Executors, Clients, and Other Parties

National Business Institute
Training overview
Professional Course
1 hour 15 minutes
From 99 USD

Start dates
99 USD
Inquire for more information

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...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Probate for Paralegals: Communicating With Executors, Clients, and Other Parties.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

National Business Institute

1218 McCann Dr
54720 Altoona WI

 Show phone number

Contact provider

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

Training reviews

No reviews available

Need help with your search? offers a free consultancy service to help compare training for you and your team

Request a free quote

Request a free training quote