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Legal Assistant Training

Legal Assistant Training (Probate Basics)

A focused, practical training designed for legal assistants working in, or transitioning into, probate practice. It provides a streamlined 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.
The program

What you will learn

Your registration 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.
This training gives legal assistants a clear, practical roadmap of the probate process, from the initial client call through closing the estate.
  • Overview of the probate process from initial intake through closing the estate
  • Testate versus 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 for creditors, taxes, inventory, and appraisal
  • Managing estate administration, real property issues, and final distribution
Law Office Procedures Manual is mailed to the address you provide at checkout. Digital copies are not available at this time.

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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.