Estate Planning, Trusts & Probate

4.4

Keeping Every Probate Case On Track: Tasks and Deadlines Juggling Guide for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal 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
Christin Miyahira
With Christin A. Miyahira from Hanh N. Archer, A Professional Corporation
Recorded February 18, 2025.
Product ID 99902

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Course Includes
$119

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OnDemand content will be available within 7 days of event date.

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Overview

Tips and Checklists to Ensure Every Case Stays on Track

Countless tasks, tight deadlines, large estates, and other issues can make probate cases difficult to juggle. Don't let these overwhelm you! This program will provide you with practical resources and tips for probate case management so you can keep every case on track no matter the complexities. Stay ahead of crucial deadlines and deliver better outcomes for clients - register today!

  • Get a master list to ensure no tasks big or small get missed.
  • Build a well-constructed probate timeline to stay organized, prioritize, and prevent delays.
  • Use checklists in document prep and review to reduce errors and work more efficiently.

Abbreviated Agenda

  1. Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
  2. Automating Tasks and Best Digital Tools for Workflow Management
  3. Document Prep and Review Checklists
  4. Communication Best Practices: Clients, Courts, Beneficiaries
  5. Staying Organized: Practical Tips for Managing Multiple Probate Cases

Related Topics

Product ID 99902

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal 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. Keeping Every Probate Case On Track: Tasks and Deadlines Juggling Guide for Paralegals

    1. Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
    2. Automating Tasks and Best Digital Tools for Workflow Management
    3. Document Prep and Review Checklists
    4. Communication Best Practices: Clients, Courts, Beneficiaries
    5. Staying Organized: Practical Tips for Managing Multiple Probate Cases

Who Should Attend

This intermediate level course is designed to provide helpful tips and tricks for attendees who wish to master probate case management . Those who should attend include:

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

Speakers

Christin A Miyahira
Christin A.
Miyahira
Hanh N. Archer, A Professional Corporation
Speaker bio
Christin A Miyahira

Christin A. Miyahira

Hanh N. Archer, A Professional Corporation
Christin Miyahira

is a paralegal at Hanh N. Archer, A Professional Corporation located in Torrance, California. She practices estate planning, trust administration, probate, and business succession planning. Ms. Miyahira earned her bachelor's degree from California State University - Long Beach and her paralegal certificate from Cerritos College.

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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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