Estate Planning, Trusts & Probate

Estate Closings for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
1 hours 1 minute
Okyeame Haley
With Okyeame Haley from Haley Law Practice L.L.C.
Recorded August 12, 2025
Product ID 100701

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Course Includes
$119

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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Overview

Find Better Ways to Wrap Up Estate Administration

Picture this: you've handled the initial stages of estate administration like a pro, but now it's time to wrap things up. Beneficiaries are rushing you for their checks, the final account is slightly off, and there's a random (possibly redundant) invoice in the case file. The final steps are critical in preventing disputes and ensuring the success of the estate administration. This course is designed to take the stress out of the final stretch for you. Get quick tips for finalizing debts, preparing transfer documents, communicating with beneficiaries, and more. Register today!

  • Get a handle on those final numbers! Ensure final debts are paid and the account is balanced.
  • Prepare all the documents for smooth distribution, from deeds to stock transfers.
  • Get tips for preparing the final petition and securing the discharge of the fiduciary.
  • Determine what to retain from the case file and how long to keep it.

Abbreviated Agenda

  1. Finalizing Financial Matters (Final Debts and Expenses, Final Accounting, Tax, etc.)
  2. Asset Distribution (Preparing Transfer Documents)
  3. Court Proceedings (Final Petition, Discharge of Fiduciary)
  4. Communication With Beneficiaries, Government Agencies, Account Custodians, etc.
  5. Final Document Preparation and Record Retention

Related Topics

Product ID 100701

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Estate Closings for Paralegals

    1. Finalizing Financial Matters (Final Debts and Expenses, Final Accounting, Tax, etc.)
    2. Asset Distribution (Preparing Transfer Documents)
    3. Court Proceedings (Final Petition, Discharge of Fiduciary)
    4. Communication With Beneficiaries, Government Agencies, Account Custodians, etc.
    5. Final Document Preparation and Record Retention

Who Should Attend

This basic level seminar will help you organize the final steps of estate administration. Those who will benefit include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Okyeame Haley
Okyeame
Haley
Haley Law Practice L.L.C.
Speaker bio
Okyeame Haley

Okyeame Haley

Haley Law Practice L.L.C.
Okyeame Haley

is an attorney with his own private practice, Haley Law Practice L.L.C. He practices in the areas of trust and estate planning, and business formation. Mr. Haley is a member of the Louisiana State Bar Association, ElderCounsel, and WealthCounsel. He earned his bachelor's degree in finance from Xavier University of Louisiana, his J.D. degree from Howard University School of Law and his LL.M. degree from Washington University School of Law. Mr. Haley was chief deputy clerk for the Louisiana Supreme Court, research attorney on the U.S. House of Representatives Banking and Finance Committee, and a law clerk for Orleans Parish Civil District Court Judge Angelique Reed. He is also a retired law clerk for Louisiana Supreme Court Chief Justice Bernette Joshua Johnson. Mr. Haley is licensed to practice law in Louisiana and recently completed the Goldman Sachs 10,000 Small Business Entrepreneurship program.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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