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Inventory & Accountings - Estate Administration

Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.
Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P1816-18E-02
$29.00 or 0.50 credits
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Inventory & Accountings – SAMPLE FORMS INCLUDED
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Plus, get an appendix of practical sample materials, such as a letter to the beneficiaries, tax return, partial receipt and refunding bond, and first and final accounting.
Fredrick B. Weber, Northern Trust, Chicago

Inventory & Accountings – SAMPLE FORMS INCLUDED
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Plus, get an appendix of practical sample materials, such as a letter to the beneficiaries, tax return, partial receipt and refunding bond, and first and final accounting.
Fredrick B. Weber, Northern Trust, Chicago

Products specifications
Program Date11/14/2018
Products specifications
Program Date11/14/2018
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