Estate and Probate Administration

$135.00

  • Total

SKU: 10175 Category: Tag:

Description

Note: This course was previously titled Estate and Guardian Administration.

Describes the steps in the estate settlement process and matters requiring immediate attention. Explains factors that determine if probate is required and identifies parties with an interest in the estate and documents to be filed. Describes fiduciary responsibilities in estate administration, including deadlines, protecting assets, paying claims against the estate, asset management, income tax obligations, and distribution responsibilities. 

What You’ll Learn

After completing this course, students will be able to:

  • Describe the estate settlement process and the matters that require attention before opening an estate
  • Determine if probate is required and identify documents to be filed
  • Explain duties of a fiduciary professional in estate administration

Additional information

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.

Length

Approximately 45 minutes

Credits

1.00 CTFA

Member Price

135.00

Non-Member Price

185.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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