Search

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?
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P1904-23R-05
$60.00 or 1.00 credits
decrease increase

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
Customers who bought this item also bought

Death is Not the End. There Remains Litigation Over the Estate: Post-Death Claims and Contested Matters - Is This the Afterlife?

P2100-23R-02
Explore how to respond to and resolve disputes. Learn about tools available under Illinois law that can assist in the ultimate resolution of a variety of conflicts, including disgruntled family members and lingering creditors, that may interrupt the timely completion of administration. Includes discussion of judicial intervention, settlement agreements, removal of fiduciaries, and document modification among many others.
$45.00

Estate Planning Basic Documents

P1904-23R-01
This course discusses the basic documents required when developing and estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that.
$60.00

Estate Tax Planning for Beginners

P1904-23R-02
This course focuses on strategies you can implement in the foundational estate plan documents you put in place for clients using revocable living trusts. Included are overviews of the federal estate tax, Illinois estate tax, and a variety of trusts.
$60.00
Filters
Sort
display