Estate Planning, Trusts & Probate

Paralegals' Guide to Estate Inventory and Final Accounts

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
57 minutes
Oren Von Limbaugh
With Oren Von Limbaugh from The Limbaugh Law Firm, LLC
Recorded February 20, 2024
Product ID 98097

Buy This Course

Course Includes
$119

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

Prevent Mistakes

Structuring the estate inventory well from the start and having effective tools for balancing the final account are essential to ensure an orderly transfer of the estate assets. Improve accuracy, prevent disputes and make certain no assets are left unaccounted for. Register today!

  • Get practical tips for getting at the real value of each asset in the estate.
  • Review a sample inventory and appraisal form and see how you can improve on yours.
  • Improve your asset descriptions to save time and avoid miscommunication.
  • Find new ways of automating the math.
  • Find out what must be included in the final accounting.

Abbreviated Agenda

  1. Contacting Account Custodians and Obtaining all the Necessary Documents
  2. Client Asset Questionnaire
  3. Digital Assets Access and Valuation
  4. Structuring the Inventory
  5. Asset Descriptions and Value
  6. Automating the Math
  7. Preparing and Balancing the Final Account
  8. Common Mistakes to Avoid

Related Topics

Product ID 98097

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Paralegals' Guide to Estate Inventory and Final Accounts

    1. Contacting Account Custodians and Obtaining all the Necessary Documents
    2. Client Asset Questionnaire
    3. Digital Assets Access and Valuation
    4. Structuring the Inventory
    5. Asset Descriptions and Value
    6. Automating the Math
    7. Preparing and Balancing the Final Account
    8. Common Mistakes to Avoid

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

Oren Von Limbaugh
Oren Von
Limbaugh
The Limbaugh Law Firm, LLC
Speaker bio
Oren Von Limbaugh

Oren Von Limbaugh

The Limbaugh Law Firm, LLC
Oren Von Limbaugh

is a sole practitioner at The Limbaugh Law Firm, LLC, in Aurora, Colorado. He has practiced estate planning, probate, elder law and special needs law for 24 years. Mr. Von Limbaugh is an active member of the Colorado Bar Association and the Aurora Bar Association, where he previously served as vice president. He is licensed to practice law in the state of Colorado and before the U.S. Tax Court. Mr. Limbaugh earned his B.A. degree from Florida State University and his J.D. and LL.M. (tax) degrees from the University of Denver College of Law, where he was awarded the prestigious Aaron Goldfarb Memorial Scholarship and was listed in Who's Who: American Law Students. He was recently appointed by Gov. Jared Polis to serve on the Colorado Disability Funding Committee.

View full profile

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