Estate Administration Client Checklists (Recorded)

Navigating the estate administration process with the client experience in mind

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.