Topic: Checklists, Worksheets, Efficiency Procedures and Practical Tips for Probate Paralegals

Look at it from ALL angles and different perspectives….probate paralegals have a wealth of tips and tricks in this area of law! Join our round-table discussion and bring one fabulous checklist, worksheet, efficiency procedure, or practical tip that you utilize in your practice to share with the group. For instance, as estate tax return preparers under the supervision of attorneys, paralegals may find it helpful to have a checklist to consider strategies and information gathering issues for estate tax returns in advance and during the preparation of the return. Learn from one another on the tools of the probate trade. Send your checklists, worksheets or other materials in PDF format to shelly.doerr@lawmoss.com to share prior to the meeting.

Member Cost: Free (Remote Attendance Available)
Non-Member Cost: $10 (Remote Attendance Available)

Please register no later than November 9, 2018.

Questions or concerns? Contact Shelly Doerr, Sectional Chair, at shelly.doerr@lawmoss.com.