Probate is one of the most document-intensive practice areas in law, and a disorganized case file can mean missed deadlines, court rejections, and frustrated clients. This one-hour course gives you a document-by-document roadmap through a complete probate matter, from the first call after a death to the final order of discharge. Identify every document that should be in the file at every phase of the case, why it belongs there, what it must contain, and what happens when it's missing. You will leave with a practical checklist you can apply to every probate file on your desk. Register today!
- Identify every document required to open, administer, and close a probate estate.
- Understand the required contents, deadlines, and service requirements for core probate filings.
- Get tips for organizing the case file using a consistent, audit-ready tab structure.
- Flag the most common documentation gaps that stall probate.