Estate and Guardian Administration


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. Explains the preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management and closing a guardianship/conservatorship.

Updated: January 2018
Re-versioned: June 2016

What You'll Learn

After completing this course, students will be able to:
  • Define probate and the matters required prior to opening a probate estate
  • Explain the duties of a trust professional in estate administration
  • Define guardianship and describe the responsibilities associated with guardianship administration

​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.

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Purchase

 

Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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