Skip to main content
HomeEventsEstate Accounting Basics, Forms, and Checklists for Paralegals

Events - Event View

Estate Accounting Basics, Forms, and Checklists for Paralegals

warning If you are a member, please log in to access member benefits, if available. close

Date and Time

Wednesday, May 13, 2026, 1:00 PM until 2:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Tips for Strengthening Your Estate Accounting Skill Set

What if you could walk into every estate planning matter knowing how to calculate the beneficiary's share of assets, create inventories, and prepare final reports without any guesswork or stress? In this course, our dynamic faculty provides you with that level of clarity by breaking down the estate accounting process into easy-to-understand concepts. Save time, minimize errors, and build confidence with every case - register today!

  • Review core estate accounting concepts and terminology.
  • Examine best practices for drafting inventories and marshaling assets.
  • Discover how to prepare the final accounting report.

Abbreviated Agenda

  1. The Estate Accounting Framework
  2. Inventory and Asset Marshalling
  3. The Money Trail: Recordkeeping and Reconciliation
  4. Calculating Beneficiary Shares
  5. The Schedule of Proposed Distribution
  6. Final Reports, Distributions, and Closing the Estate
  7. Red Flags and Escalation Triggers

Fee $119.00
Register Now

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here