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Estate and Guardian Administration

Estate and Guardian Administration defines the importance of the initial client meeting and the documents needed to open an estate. This course generates an understanding of the estate administration process including deadlines, protecting assets, paying claims against the estate, asset management, income tax obligations, and distribution responsibilities. It explains the preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management and closing a guardianship/conservatorship.

 

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

 

Learning Objectives: 
After completing this course, students will be able to:

  • Define probate and the matters required prior to opening a probate estate
  • Explain duties of a trust professional in estate administration
  • Define guardianship and describe the responsibilities associated with guardianship administration

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