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Probate Inventory and Final Accounting CLE

Program Description

Keys to an Impeccable Final Accounting and Indisputable Probate in Every Case

The estate inventory is the beginning, and the fiduciary accounting is the grand finale when probating an estate. The two are indelibly linked, and to complete them correctly and thoroughly means to avoid needless delays, disputes and possible re-openings. This practical legal program will help you uncover all estate assets, and record and distribute them efficiently, without error. Sponsored by NBI, Inc.

  • Compile a master list of all documents to collect to ensure a complete inventory.
  • Learn what forms of appraisal exist and how to use them to your client's advantage.
  • Don't miss key elements that must be included in the final accounting.
  • Get practical ethical tips for protecting your professional reputation in daily probate practice.
  • Ensure that final estate disbursements will not generate any beneficiary objections.
  • Discuss the key issues in determining fair executor compensation.

Who Should Attend

This basic level probate program is for:

  • Attorneys
  • Accountants
  • Paralegals
  • Trust Officers

Course Content

  1. Probate Process and Timeline Overview
  2. Generating Estate Inventory: Starting the Final Accounting at the Outset
  3. Asset Valuation in Probate
  4. Preparing for the Final Accounting Final Accounting: What to Include and How to Organize It
  5. Final Accounting and Petition for Discharge
  6. Legal Ethics in Probate Practice

Continuing Legal Education

Credit Hrs State
CLE 8.00 -  KS*
CLE 8.00 -  MO*

International Association for Continuing Education Training – IACET: 0.70

National Association of Legal Assistants, Inc. – NALA: 6.50 *

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

National Federation of Paralegal Associations, Inc. – NFPA

Professional Achievement in Continuing Education – PACE: 8.00 *

* denotes specialty credits

Location:  

Deer Creek Golf Club

7000 West 133rd Street

Overland Park, KS 66209

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