Estate Administration Simplified: Master the Mess Without the Stress | Justia Webinars скачать в хорошем качестве

Estate Administration Simplified: Master the Mess Without the Stress | Justia Webinars

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. Want to watch more content like this live? Join for Free to Justia Connect: https://connect.justia.com/webinars #JustiaForAll #JustiaWebinars ---------------------- 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