Description

How to administer an estate from start to finish

This webinar will work through the steps involved in the administration of a simple estate where probate is required.

The following topics will be covered during the webinar:

• Death & dealing with grieving family members
• Understanding & carrying out the terms of the last will
• Arranging 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
• Probate in common form
• 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

This session will suit newcomers and intermediate level practitioners, Legal Executives, Personal representatives and Executors, Trust officers and Estate Administrators.

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, executor obligations and more.

SUITED TO

This webinar will suit newcomers and intermediate level practitioners, legal executives and trustee company employees.

PRESENTER

Ala Sonti, Senior Associate, McVeagh Fleming.

Ala Sonti is a Senior Associate at McVeagh Fleming and has significant experience drafting wills, administering estates and dealing with estate-related claims.