Estate Planning, Trusts & Probate

Estate Administration: Final Accounting Do's and Don'ts for Paralegals

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
58 minutes
Nancy Tomasko
With Nancy Tomasko from Law Office of Little & Tomasko, PLLC
Recorded September 23, 2024.
Product ID 98945

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$119

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Overview

Don't Leave Off Any Important Items!

Final accounting in estate administration sums up all the efforts of marshaling, managing, and distributing the assets; paying all the outstanding debts and expenses; and distributing the remainder to the intended beneficiaries. Organizing all the information and keeping track of supporting documents is a monumental task that paralegals accomplish daily. This practical guide will help make the process easier. Get guidance from experienced faculty on speeding up the process, avoiding mistakes, and ensuring accuracy. Build your skills - register today!

  • Determine what must be included in the final accounting.
  • Find better ways of organizing and maintaining estate documents.
  • Discover mistakes that will throw off your final account balance.
  • Identify inefficiencies in your process and improve your approaches.

Abbreviated Agenda

  1. Structuring and Maintaining the Final Account Template
  2. How to Store and Organize Supporting Documents
  3. Asset Assessment and Valuation
  4. Documenting Creditor Claims and Payments
  5. Recording Expenses and Disbursements
  6. Recognizing Gain and Income of the Estate Assets
  7. Recording Sale of Assets
  8. Balancing the Account

Related Topics

Product ID 98945

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
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Paralegal

Agenda

All times are shown in

  1. Estate Administration: Final Accounting Dos and Don'ts for Paralegals

    1. Structuring and Maintaining the Final Account Template
    2. How to Store and Organize Supporting Documents
    3. Asset Assessment and Valuation
    4. Documenting Creditor Claims and Payments
    5. Recording Expenses and Disbursements
    6. Recognizing Gain and Income of the Estate Assets
    7. Recording Sale of Assets
    8. Balancing the Account

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to properly organize final accounts in estate administration. Those who should attend include:

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

Speakers

Nancy Tomasko
Nancy
Tomasko
Law Office of Little & Tomasko, PLLC
Speaker bio
Nancy Tomasko

Nancy Tomasko

Law Office of Little & Tomasko, PLLC
Nancy Tomasko

is an attorney with Law Office of Little & Tomasko, PLLC. She earned her B.S. degree from Keene State College and her J.D. degree from Vermont Law School. Ms. Tomasko is licensed in New Hampshire and Vermont. She is a member of the New Hampshire Bar Association (Trusts and Estates Section, and Real Property Section), Vermont Bar Association (Probate and Trust Law Section, and Real Property Section), and also recently joined the Cheshire County Bar Association.

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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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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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