Estate Planning, Trusts & Probate

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Estate Accounting Basics, Forms, and Checklists 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 Pending 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
Glenn Nunes
With Glenn C. Nunes from Glenn C. Nunes Attorney

Wed, May 13, 00:00 AM – 00:00 PM

Product ID 101964

Register For Course

Course Includes
$119

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

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

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

Overview

Tips for Strengthening Your Estate Accounting Skill Set

What if you could walk into every estate planning matter knowing how to calculate the beneficiary's share of assets, create inventories, and prepare final reports without any guesswork or stress? In this course, our dynamic faculty provides you with that level of clarity by breaking down the estate accounting process into easy-to-understand concepts. Save time, minimize errors, and build confidence with every case - register today!

  • Review core estate accounting concepts and terminology.
  • Examine best practices for drafting inventories and marshaling assets.
  • Discover how to prepare the final accounting report.

Abbreviated Agenda

  1. The Estate Accounting Framework
  2. Inventory and Asset Marshalling
  3. The Money Trail: Recordkeeping and Reconciliation
  4. Calculating Beneficiary Shares
  5. The Schedule of Proposed Distribution
  6. Final Reports, Distributions, and Closing the Estate
  7. Red Flags and Escalation Triggers

Related Topics

Product ID 101964

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 Pending 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 Accounting Basics, Forms, and Checklists for Paralegals

    1. The Estate Accounting Framework
    2. Inventory and Asset Marshalling
    3. The Money Trail: Recordkeeping and Reconciliation
    4. Calculating Beneficiary Shares
    5. The Schedule of Proposed Distribution
    6. Final Reports, Distributions, and Closing the Estate
    7. Red Flags and Escalation Triggers

Who Should Attend

This basic level course is designed to furnish attendees with the knowledge they need to navigate estate accounting with precision. Those who should attend include:

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

Speakers

Glenn C Nunes
Glenn C.
Nunes
Glenn C. Nunes Attorney
Speaker bio
Glenn C Nunes

Glenn C. Nunes

Glenn C. Nunes Attorney
Glenn Nunes

is a solo practitioner. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.

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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.

Have more questions? Please Contact Us