Description

How to administer an estate from start to finish

This webinar will work through the steps involved in the administration of an estate.

The following topics will be covered during the webinar:

• Death & dealing with grieving family members
• Understanding & carrying out the terms of the last will
• Attending the first meeting – the all-important information gathering stage
• Advising lay executors about their role and responsibilities
• Looking after key relationships and reporting to the family, executors and beneficiaries of the estate
• A brief look at the various court applications to obtain a grant of probate and letters of administration
• Collecting in the assets and paying the liabilities
• Important dates and timeframes during the estate administration process
• Taxes and Distribution of the estate
• Winding up the estate and administering an ongoing estate

Please note there will be no live Q&A at the end of this webinar, instead the questions that are submitted will be documented and distributed post webinar.

ORIGINAL BROADCAST DATE

27 March 2024

LEARNING OUTCOMES

You will understand how to administer an estate in a logical and systematic manner. You will be more confident running an estate administration file and reporting to the executors and beneficiaries.

You will have a better understanding of the legal aspects of estate administration, including proving the Will, High Court applications, executor liability and more.

SUITED TO

This webinar will suit newcomers and intermediate level Practitioners, Legal Executives, Personal Representatives and Executors, Trust Officers and Estate Administrators.

PRESENTER

Ala Sonti, Senior Associate, McVeagh Fleming.