A Framework for Efficient Estate and Trust Administration.

This course equips legal professionals with the tools and strategies needed to navigate the intricacies of estate and trust administration efficiently and effectively. Over the course of this program, participants will delve into the six phases of estate administration, from initial estate opening to final distributions, while addressing common delays and legal hurdles along the way.  Attendees will gain a deep understanding of key concepts such as asset and liability discovery, tax obligations, and preliminary distributions. Moreover, they will learn how to manage communication effectively with clients, beneficiaries, and third parties, ensuring a smooth and streamlined administration process.

By the end of the course, attendees will possess the confidence and skills to provide the highest level of service to fiduciary clients, including executors, administrators, personal representatives, and trustees. By mastering the techniques outlined in this program, participants will be better equipped to handle estate and trust administration with speed, accuracy, and care, ultimately minimizing errors and maximizing client satisfaction.

Learning Objectives:

1. Navigate the estate and trust administration process from initiation to completion with speed, accuracy, and diligence, even in the presence of delays or difficulties from external parties.
2. Implement cost-effective and time-saving measures while maintaining the highest standard of service for fiduciary clients.
3. Develop a robust framework for attorneys to enhance their practice, ensuring confidence and reducing the likelihood of errors in estate and trust administration.