Estate Administration Client Checklist
Navigating the estate administration process with the client experience in mind
- Product Number: 2240197P01
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CLE Credits, earn up to:
1 substantive credits, 1 ethics credits CLE Credit Note -
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Product Description
Product Description
Advising a client through the estate administration process requires a solid understanding of probate, tax, and trust laws, as well as empathy, attention-to-detail, and responsiveness. Sometimes the burden of the estate administration process can be eased with some strategic planning before death. Even the most thorough estate plans can, however, still have surprises that require an unanticipated probate proceeding.
When helping clients through the legal responsibilities that follow a loved one’s death, estate planning attorneys are issue-spotting, advocating, and explaining. Internal and external checklists are essential to mitigate risk, to meet the demands of an estate administration practice, and to ensure the client’s experience exceeds expectations. Using checklists and samples, this seminar provides practical advice to help estate planning attorneys navigate the estate administration process with the client experience in mind.
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Agenda
Agenda & Materials
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9:30 - 9:45 am
Estate Administration: Preparing for the First Meeting
on demand video Add to Cart- Internal Checklists: Presentation documents; Agenda
- External Checklists: Engagement letter; Preliminary information request form
Jennifer A. Civitella Hilario, Esq., JC Hilario, PC , Cambridge
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9:45 - 9:55 am
Estate Administration: Mapping the Estate
on demand video Add to Cart- Internal Checklists: Information gathering; Internal tracking, assignment of tasks and calendaring; Issue-spotting
- External Checklists: Information gathering; Detailed estate administration memo and meeting(s)
Jennifer A. Civitella Hilario, Esq., JC Hilario, PC , Cambridge
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9:55 - 10:05 am
Estate Administration: Keeping Updated
on demand video Add to Cart- Internal Checklists: Estate status reviews; Ongoing tracking probate, creditors, tax compliance, and implementation
- External Checklists: Client-friendly status checklist; Managing client involvement; Assisting client with implementation; Meetings and communications
Jennifer A. Civitella Hilario, Esq., JC Hilario, PC , Cambridge
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10:05 - 10:20 am
Estate Administration: Crossing the Finish Line
on demand video Add to Cart- Internal Checklists: Closing memo
- External Checklists: Explanatory memo and meeting(s); Ongoing advice
Jennifer A. Civitella Hilario, Esq., JC Hilario, PC , Cambridge
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10:20 - 10:30 am
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- Faculty