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Pennsylvania Probate Process and Executor Duties: Master Checklist With Deadlines LIVE Virtual Training

presented by NBI, Inc.

Pennsylvania Probate Process and Executor Duties: Master Checklist With Deadlines

Full Description

Navigate Probate With Confidence

Simple missteps can derail a probate, delay distributions, and drag out the process for years. Our seasoned attorney faculty have created a roadmap for you to follow, so that every step, every task is accounted for and scheduled. Get solid support for your probate practice - register today!

  • Get a rules update from experienced probate attorneys.
  • Walk through a detailed checklist of executor tasks to help you stay on track.
  • Find out what to look for in estate planning documents before opening the probate.
  • Review sample communications with creditors, government agencies, and other parties.


1:00 PM - 2:30 PM Eastern, Whitney O'Reilly

  1. Rules Updates, Useful Resources to Get Started
  2. Estate Planning Document Review, Initial Petition, and Letters of Authority: Content and Filing Procedure

2:45 PM - 4:15 PM Eastern, Ryan A. Webber

  1. Executor Duties: Master Checklist Step-by-Step Walkthrough With Deadlines
  2. Creditor Notices and Responses: Timeline, Procedures, Sample Communications
  3. Communicating With Government Agencies, Insurance, and Other Parties (With Sample Letters)

Who Should Attend

This basic level online course is designed for:

  • Attorneys
  • Accountants
  • Executors and Personal Representatives
  • Trust Officers
  • Other Fiduciaries
  • Paralegals


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