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Courses/Law/Will and Estate Law

Probate Made Easy: Your Essential Forms & Checklist Resource

Simplifying Estate Administration for Executors and Personal Representatives

Created byScott Terry
4.4
(59 reviews)
BeginnerUpdated Jul 5, 2024
Probate Made Easy: Your Essential Forms & Checklist Resource

What You'll Learn

check_circleUnderstand the Probate Process: Learn the step-by-step procedures involved in probate, from initial petitions to final distributions.
check_circleExecutor Duties and Responsibilities: Gain clarity on the fiduciary duties of an estate executor, including asset inventory, creditor notices, and tax returns.
check_circleManaging Estate Assets: Master the skills needed to value, record, and distribute estate assets efficiently and accurately.
check_circleLegal Documentation and Procedures: Become proficient in preparing and filing essential legal documents, including petitions, notices, and final accounting reports.
check_circleHandling Creditors and Debts: Learn strategies to manage creditor claims, secure debts, and ensure compliance with statutory notice requirements.

About This Course

This course offers an in-depth understanding of the probate process, tailored for estate executors and personal representatives. Participants will gain practical knowledge on managing estates, navigating legal requirements, and effectively fulfilling their fiduciary duties. Through detailed modules, this course simplifies complex legal procedures, ensuring that executors can confidently administer estates while adhering to all necessary regulations.

Key Topics Discussed:

  • Probate Process and Executor Duties
  • Initial Petition and Letters of Authority
  • Wills: Key Provisions, Validity, Interpreting Unique Instructions
  • Estate Inventory: Valuing and Recording Assets
  • Creditor Notices and Responses
  • Trusts: Key Provisions, Trustee Duties, and the Trust's Impact on Probate
  • Final Accounting: What Must and Should Be Included
  • Tax Returns and Schedules for the Estate and the Decedent
  • Estate Closing and Distributions

    • Your Instructor

    Scott Terry
    Scott Terry

    Owner | Terry Law Firm

    menu_book1 courses
    star59 reviews

    Scott Terry is a local attorney that grew up in Des Moines, Washington. After graduating from Brigham Young University in 1986, he attended Seattle University School of Law. He has worked as a legal analyst on NW Cable News, Pro Tem Judge, and represented clients in more than 40 jury trials. So, he’s had experience in Municipal, District, and Superior Courts. With more than 30 years of practicing law, attorney Terry is confident in the legal services he provides in Washington.

    Credit Information

    What Students Are Saying

    4.4
    Student's Choice
    59 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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