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Final Accounting and Estate Wrap-Up: A Practical Paralegals' Guide

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Date and Time

Wednesday, August 19, 2026, 10:00 AM until 5:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Reduce Errors and Improve Your Daily Workflows

Organizing and keeping track of all the documents and transactions for estate accounts is a monumental task that probate paralegals accomplish daily. This practical guide will help you reduce rework and second-guessing when balancing and wrapping up each account. Get focused guidance from experienced faculty on speeding up the process, building consistency, spotting issues, and ensuring accuracy. Build your skills - register today!

  • Review what must be included in the final accounting.
  • Fine-tune the way you organize and maintain estate documents.
  • Discover mistakes that will throw off your final account balance.
  • Identify inefficiencies in your process and refine your approaches.

Abbreviated Agenda

  1. Questions to Ask Before You Begin: Getting Ready for the Final Accounting
  2. Structuring and Maintaining the Final Account Template
  3. Determining the Starting Asset Values
  4. Documenting Changes in Estate Value and Asset Composition
  5. Balancing the Account (Hint: Don't Expect Your Account to Balance on the First Try)
  6. Preparing the Documents for Court Submission and Petition for Final Distribution
  7. Critical Post-Approval Tasks
  8. Managing Complexity, Roadblocks, and Conflict
  9. Legal Ethics Considerations

Registration Fee $319.00

Register Now

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