About This Course
This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including use of small estate affidavits and trust administration.
Participants will learn how to:
- Open a probate estate and understand the required documents
- Navigate the administration process, including notifying heirs and creditors
- Manage claims, handle disputes, and avoid common pitfalls
- Close an estate and file the necessary paperwork
- Leverage tools to avoid probate, including small estate affidavits and trusts
- By the end of the session, participants will understand the full lifecycle of probate and gain practical tips for minimizing complications and maximizing efficiency.