Course Category : Estate
Contested Non-Probate Transfers
This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. For example, what should the fiduciary do when the person named in the beneficiary designation form for a pay-on-death account is different than the beneficiaries named under the decedent’s will or […]
Solutions to Personal Property Wars
Explores a variety of methods to control disagreements between beneficiaries over the division of personal belongings.
Real Estate and COVID-19
This course will cover the following important topics. Summarize Best Practices Guidelines for Selling Real Estate during COVID-19 New C.A.R. COVID-19 Forms – 6 forms Property Management during COVID-19 Serving your client from afar during COVID-19 Handling Real Property from afar – Living aspects, managing real property (initial home inspection and annual pest inspections), managing […]
Probate Administration – Soup to Nuts
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone […]
Preparing for an Accounting
What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property. All the documents you will need to submit to the person preparing your accounting. Including accounting for the investment portfolio.
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