Mechanics of E-Filing in Estate Planning with the Probate Court
Tips to help you have your cases accepted for filing on the first try
- Product Number: 2220127P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Did you know that you have a secret weapon when it comes to probating estates? It is filing your probate cases, whether they be formal, informal, or voluntary—using the Probate Court’s e-filing process.Learn why it makes sense to file your cases using the e-filing process. Get step-by-step instruction on what it takes to file an Informal Probate, a Formal Probate and a Voluntary Administration using the Probate Court’s e-filing system. Come away with the tips needed to have your cases accepted for filing on the first try.
Armed with this knowledge, you can effortlessly file your probate cases from the comfort and convenience of your office, home, or anywhere you have secure access to the internet at any hour of the day on any day of the week.
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Agenda
Agenda & Materials
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1:00 pm – 1:05 pm
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12:31 - 12:42 pm
E-Filing in Probate Court: Informal Filing Process
on demand video Add to CartRosanne P. Klovee, Esq., Law Office of Rosanne Klovee LLC , Stoneham
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12:42 - 12:47 pm
E-Filing in Probate Court: Voluntary Filing Process and What Happens When You Don't Save During the Process
on demand video Add to Cart,
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1:05 pm – 1:40 pm
Fee Agreements
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12:47 - 12:52 pm
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12:52 - 12:59 pm
Q&A
on demand video Add to CartLinda A. Ouellette, Esq., Ouellette Family Law LLC, , Framingham
Donald G. Tye, Esq., Prince Lobel Tye LLP , Boston
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12:52 - 12:59 pm
Q&A
on demand video Add to CartLinda A. Ouellette, Esq., Ouellette Family Law LLC, , Framingham
Donald G. Tye, Esq., Prince Lobel Tye LLP , Boston
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1:40 pm – 2:15 pm
Tips for Successful Client Relations
on demand video Add to CartRosanne P. Klovee, Esq., Law Office of Rosanne Klovee LLC , Stoneham
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2:15 pm – 2:50 pm
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2:50 pm – 3:05 pm
Break
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3:05 pm – 3:40 pm
Enforcement of Fees and Collections
on demand video Add to Cart -
3:40 pm – 4:15 pm
Ethical and Malpractice Issues
on demand video Add to Cart -
4:15 pm – 4:50 pm
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4:50 pm – 5:00 pm
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- Faculty