Live Webinar: What All Paralegals Must Know About the Probate Process

April 6, 2018Attorney: Tereina R. Stidd
Learn the procedures and laws applicable to the probate process to better assist your clients.

Setting expectations at the initial meeting with a probate client, while challenging because of the client's emotional state, is critical to a successful probate. Frequently, the client fails to absorb much, if any, of the information being conveyed and the attorney or paralegal finds themselves repeating the same information or answering the same questions multiple times throughout the process, which is inefficient, frustrating and costly. Too often the executor and beneficiaries do not understand the amount of time involved, or why 'a simple estate' takes so long and complain about fees incurred, time spent and the inefficient process. This topic will provide tips and tricks to professionals on the front lines to combat these issues, help provide ways to ensure that the clients are aware of the process as a whole and give guidelines to set realistic goals, deadlines and expectations. In addition, the goal of this material is to give professionals additional tools to understand, manage and navigate the probate process from start to finish, by providing information and checklists to help manage creditors' claims, important deadlines and track probate and non-probate assets. Finally, probate professionals will walk away with a clear picture of the probate process and a better understanding of how to avoid common problems associated with probate administration.

Click here to register and view the agenda.

Hosted on the FirmWise platform.

© Cole Schotz P.C.


The materials on this site have been prepared by Cole Schotz P.C. for general informational purposes only and are not intended to constitute legal advice. Viewers should not act upon this information without seeking professional counsel on the specific facts and circumstances in question from an attorney licensed in their jurisdiction. Use of this site does not create an attorney-client relationship between the user and Cole Schotz or any lawyer(s) within the firm. Any information sent to Cole Schotz or its lawyers through this site will not be treated as confidential and is not protected by the attorney-client privilege.

© Cole Schotz P.C.

Attorney Advertising

This website is an advertisement for a law firm. Statements and previous outcomes do not imply similar results in your matters.

© Cole Schotz P.C.


Thank you for your interest in our publication. Please fill out below and a copy will be sent to your email address.


For Important Legal Updates and Resources on the Coronavirus Click Here.