Estate Planning, Trusts & Probate

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Top 8 Paralegal Mistakes in Estate Inventory and Final Accounts

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
Live Online + OnDemand
1 hour
Sam Thomas
With Sam Thomas III from Sam Thomas III Esquire & Associates

Wed, Feb 04, 00:00 AM – 00:00 PM

Product ID 101584

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Course Includes
$119

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

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

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$69/Month

Overview

Learn From Others' Mistakes

Probate estates are as unique as the people who leave them, and tracking their tangled assets takes impeccable attention to detail and specialized knowledge. This fast-paced course will give you a quick rundown of common problems and errors you're likely to encounter and offers solutions to the worst of them. Don't let valuable property slip through the cracks - register today!

  • Avoid Inventory Errors: Accurately value assets, classify property, and comply with deadlines.
  • Master the Final Accounting: Meticulously track all estate income and expenses with receipts and records.
  • Enable Final Distributions: Obtain each beneficiary's consent on the schedule of proposed distributions.
  • Ensure Accuracy and Clarity: Use key mathematical reconciliations to check your work and prevent delays and disputes.

Abbreviated Agenda

  1. Overlooked Assets and Incorrect Valuations
  2. Mischaracterizing Property
  3. Overlooked Encumbrances
  4. Missing Deadlines
  5. Inaccurate Income and Expense Tracking
  6. Lack of Supporting Documentation
  7. Common Mathematical Errors
  8. Mistakes in Schedule of Proposed Distributions

Related Topics

Product ID 101584

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
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Paralegal

Agenda

All times are shown in

  1. Top 8 Paralegal Mistakes in Estate Inventory and Final Accounts

    1. Overlooked Assets and Incorrect Valuations
    2. Mischaracterizing Property
    3. Overlooked Encumbrances
    4. Missing Deadlines
    5. Inaccurate Income and Expense Tracking
    6. Lack of Supporting Documentation
    7. Common Mathematical Errors
    8. Mistakes in Schedule of Proposed Distributions

Who Should Attend

This intermediate level course is designed to improve estate inventory and final accounting organization. Those who should attend include:

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

Speakers

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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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.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

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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