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Estate Inventory & Final Accounting Webinar

presented by NBI, Inc.
View the NBI, Inc.

Summary

Estate Inventory & Final Accounting

Workshop Description/Agenda

Fully Account for the Assets and Expenses of the Estate

This practical legal guide zeroes in on one of the toughest aspects of estate administration: the estate inventory and final accounting. Simplify your processes and prevent mistakes with our experienced attorneys' hard-won advice and practice tools. Register today!

  • Distinguish between probate assets, beneficiary designation accounts and other non-probate assets.
  • Address and record creditor claims and estate expenses.
  • Get a quick overview and update on tax reporting for estates.
  • Review and discuss a sample final accounting document to ensure you're not missing crucial information.

Agenda

Session Time: 10:00 AM - 12:15 PM Central
Break: 11:00 AM - 11:15 AM Central
Presenter: Jamie Weese

  1. Probate vs. Non-Probate Assets
  2. Inventory Checklist
  3. Valuing Assets
  4. Expenses, Taxes & Creditor Claims
  5. Personal Property
  6. Final Accounting Document Review

Who Should Attend

This estate administration course is designed for attorneys. Accountants, fiduciaries, paralegals and paraprofessionals will also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Probate

Training Course Summary: Estate Inventory & Final Accounting

Live Webinar Date/Time