Get a practical overview of the estate administration process with a checklist approach. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
Initial Steps in Advising the Family – FORMS & CHECKLISTS INCLUDED
(0.75 Professional Responsibility credit)
Get a practical overview of the estate administration process with a checklist approach. Learn how to clearly define and identify the client and establish appropriate fee arrangements. Learn the difference between formal and informal proceedings as well as how to use forms and provide proper notice.
Thomas G. Hamill, Harrison & Held, LLP, Springfield