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Legal Assistant Training (Probate Basics)

A focused, practical training designed for legal assistants working in — or transitioning into — probate practice. This training provides a streamlined, high-level roadmap of the probate workflow, from the initial client call through closing the estate, giving legal assistants the skills and confidence to support attorneys effectively.

Your registration includes 90-day OnDemand access to the training video, PowerPoint training materials, a Certificate of Completion upon finishing all videos, and a printed copy of the Law Office Procedures Manual.

Your registration includes 90-day OnDemand access to the training video, PowerPoint training materials, a Certificate of Completion upon finishing all videos, and a printed copy of the Law Office Procedures Manual.

What you will learn

This training gives legal assistants a clear, practical roadmap of the probate process, from the initial client call through closing the estate, building the skills and confidence they need to effectively support attorneys, including:

  • Overview of the probate process from initial intake through closing the estate
  • Testate vs. intestate succession and how wills are handled
  • Roles and responsibilities of the personal representative
  • Essential forms every legal assistant must know
  • Notice, publication, and bond requirements
  • Key deadlines: creditors, taxes, inventory, and appraisal
  • Managing estate administration, real property issues, and final distribution


Law Office Procedures Manual will be mailed to the address you provided at checkout. Digital copies of the manual are not available at this time.

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Attendee Name(Required)
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Your registration fee includes 90-day OnDemand access to the training video, PowerPoint training materials, a Certificate of Completion upon finishing the video, and a printed copy of the Law Office Procedures Manual — the preeminent reference manual for legal assistants — which will be shipped directly to your home or office. Please note that digital copies of the manual are not available at this time.