Join us to learn more about the best practices in Estate Administration
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify key estate administration procedures to ensure proper handling of fiduciary responsibilities and compliance with legal requirements.
- Evaluate effective record keeping practices that support transparency, accuracy, and efficient estate management.
- Examine strategies for successful coordination and communication with attorneys to facilitate smooth estate administration and address legal complexities.
Major Topics
- Administration Procedures
- Record Keeping
- Coordination with Attorneys