Estate and Guardian Administration

Course Number: ABA

Course Code: ABA

Generates an understanding of the estate administration process including deadlines, protecting assets, paying claims against the estate, asset management, income tax obligations, and distribution responsibilities. Explains the preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management and closing a guardianship/conservatorship.

What You’ll Learn

After completing this course, students will be able to:

  • Define probate and the matters required prior to opening a probate estate
  • Explain the duties of a trust professional in estate administration
  • Define guardianship and describe the responsibilities associated with guardianship administration

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CSOP, 1.0 CTFA


ABA Training