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Courses/Law/Will and Estate Law

Estate & Trust Administration: Key Tasks, Forms, Procedures

Mastering the essential tasks, forms, and procedures for efficient and effective estate and trust administration in Canada.

Created byJ. Michael Robbins
4.6
(79 reviews)
BeginnerUpdated Jul 31, 2024
Estate & Trust Administration: Key Tasks, Forms, Procedures

What You'll Learn

check_circleUnderstand the key tasks involved in estate and trust administration.
check_circleDifferentiate between intestate and testate estates and their respective processes.
check_circleIdentify and prepare the necessary forms and documentation for probate.
check_circleManage emotional dynamics and set realistic expectations with clients.
check_circleAddress and manage assets across multiple jurisdictions effectively.
check_circleImplement best practices to overcome common challenges in estate administration.

About This Course

This detailed course provides an in-depth understanding of estate and trust administration, focusing on key tasks, necessary forms, and procedural best practices. Participants will gain valuable insights into the probate process, trust administration, and the importance of setting realistic expectations with clients.

Led by seasoned practitioner Josh Robbins, this course covers critical topics such as probate timelines, dealing with emotional dynamics, addressing intestate and testate estates, and managing assets across multiple jurisdictions. 

Designed for legal professionals and estate administrators, this course ensures you are well-equipped to handle the complexities of estate and trust administration with confidence and competence.

Topics List:

  • Overview of Estate and Trust Administration
  • Key Tasks in Probate and Trust Administration
  • Necessary Forms and Documentation
  • Intestate vs. Testate Estates
  • Managing Emotional Dynamics and Client Expectations
  • Addressing Assets Across Multiple Jurisdictions
  • Common Challenges and Solutions
  • Case Studies and Practical Applications

Your Instructor

J. Michael  Robbins
J. Michael Robbins

Founding Attorney at Vasek & Robbins, PLLC

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star79 reviews

Josh’s practice focuses on estate planning and probate. His blend of trial advocacy, legal knowledge, and personal attention provides guidance to the firm’s estate planning and probate clients. Josh’s legal services help individuals and families make informed decisions to protect their assets. The Firm’s estate planning/probate division also includes services in: - Estate Planning - Drafting Wills & Trusts - Complex Trusts - Guardianships, Conservatorships - Probate Litigation - Special Needs Planning - Trust Administration - Trust Litigation - Real Estate - Inherited Land

Credit Information

What Students Are Saying

4.6
Student's Choice
79 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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