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Post-Death Administration: An Overview of the Process and Best Practices

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate? Originally presented as part of the Estate Planning for the 99%.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P1904-23R-05
$60.00 or 1.00 credits
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As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate?
This course provides a general overview of a “typical” non-contentious post-death administration with a focus on common tasks, deadlines, and best practices for keeping organized throughout the process.

Sarah M. Barnes, Harrison LLP, Chicago

Expires: 1/1/26

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate?
This course provides a general overview of a “typical” non-contentious post-death administration with a focus on common tasks, deadlines, and best practices for keeping organized throughout the process.

Sarah M. Barnes, Harrison LLP, Chicago

Expires: 1/1/26

Products specifications
Program Date12/08/23
Products specifications
Program Date12/08/23
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