Course curriculum

  • 1

    CH1 Welcome: Personal Representative Course

    • Welcome!

    • How To Use This Online Course

    • Documents To Download and Helpful Links
  • 2

    CH 2 Introduction: What is PROBATE?

    • The Purpose and Benefits of Probate

    • Probate and the Law

    • The 3 Steps of the Probate Process

    • CH 2 Review
  • 3

    CH 3 The PROBATE PROCESS Part 1: Opening Probate & Giving Notice

    • Getting Appointed and Giving Notice

    • Ch 3 Review
  • 4

    CH 4 The PROBATE PROCESS Part 2: Administering Estate Assets & Claims

    • First Steps

    • Your Estate Bank Account

    • Planning For Potential Tax Return Issues

    • Handling Assets

    • Handling Claims

    • Requesting Approval For Partial Distributions

    • Costly Estate Mistakes YOU MUST AVOID

    • CH 4 Review
  • 5

    CH 5 The PROBATE PROCESS Part 3: Closing The Estate

    • Preparing To Close the Estate

    • Final Accounting and Distributions

    • Ch 5 Review
  • 6

    CH 6 Understanding Your Fiduciary Duties

    • Personal Liability and Breach of Duty

    • Ch 6 Review
  • 7

    CH 7 Tips

    • Important Tips

    • Thank you!
  • 8

    CH 8 Next Steps: Complete the Form

    • ATTENTION: Final Steps for Your Certificate of Completion