Estate Administration Simplified: Master the Mess Without the Stress | Justia Webinars
Автор: Justia
Загружено: 2025-07-22
Просмотров: 268
Описание:
Join estate attorney and Trustate CEO Leah Del Percio for a practical, no-fluff walkthrough of how to manage an estate or trust administration from start to finish. Learn a proven six-phase framework that helps attorneys and fiduciaries move quickly and confidently through even the most chaotic cases — while saving time, reducing errors, and delivering high-touch client service. From probate filings and asset discovery to tax filings and final distributions, this session gives you real-world tactics for mastering the process without the stress.
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00:00 Introduction
10:21 Myths on Estate Administration
19:32 6 Phases of Estate Administration
21:44 Estate Opening
41:44 Asset & Liability Discovery
44:12 Asset & Liability Management
46:22 Payments, Taxes & Accountings
53:42 Preliminary Distributions
57:06 Estate Closure, Settlement & Final Distributions
01:00:37 Q&A Session
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