As a paralegal, you are the liaison between the client and attorney - especially during challenging times. If a client has reached out to you when a loved one has passed away, chances are they need assistance in filing their assets.
Be someone they can lean on, trust, and confide in. Paralegals are oftentimes the first point of contact by phone before they even have an appointment with the attorney.
In North Carolina, you have 90 days after qualifying as executor or administrator to file your initial inventory. This course will have you feeling confident in collecting the required information from your client - regardless of the size of their estate.
We make it easy for you to succeed in your career with training from Ave Education.
CPE Credit (1 hour) in North Carolina
Custom worksheet to use every time you're collecting a client's information for estate inventory
Up-to-date official documents to use for filing (in the state of North Carolina)
How-to on filing estate inventory for clients with Small Estates (or Collector Estates)
Importance of Estate Inventory Spreadsheet of Assets
- An explanation of the importance of filing an estate inventory of assets, showing empathy for clients, and how to collect the required information.
The Information You Will Need to Collect
- A walkthrough of all of the information you will need to collect to file the estate inventory of assets, and how to ask for them from the client.
Organizing the Collected Information
- Demonstration on how to collect client’s information and organize it in a custom worksheet - courtesy of Ave Education. That way, preparing the official paperwork is seamless.
How to Create an Inventory Spreadsheet
- A walkthrough of North Carolina’s official Inventory for Decedent’s Estate, and how to fill out each section.
Filing for Smaller Estates
- A walk-through of how to handle a situation where a deceased person’s name is $20,000 or less in gross value (in the state of North Carolina)