This course is a complete overview of the job associated with acting as an executor. Covers: the first steps to take; claiming life insurance, Social Security and other benefits; making sense of a will; what to do if there is no will; taking inventory and locating assets; estimating the value of assets; determining how title is held; paying claims and debts; selling property; giving property to beneficiaries; determining whether or not probate is necessary; identifying the types of property that does not go through probate; taxes; probate court proceedings; handling trusts; caring for children and their property; working with lawyers and appraisers; and more.
Course level: Basic. Prerequisites: None.
Course includes integrated text and study guide, final exam and grading service.
NASBA field of study: Specialized Knowledge Course credit: 24 hours
Printed Version$139
PDF$139
Colleague Test(s)$75