Wednesday, March 11, 2026

6:00 PM - 8:00 PM Pacific on Zoom

Join us for 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.

What You Will Learn

This training offers a clear, practical overview of the probate process designed specifically for legal assistants, 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

What's Included With the Training?

Your registration fee includes access to the preeminent reference manual for legal assistants, the Law Office Procedures Manual, complemented by additional materials, handouts, and a completion certificate.

The cost to attend this course is $395. The registration fee covers the Law Office Procedures Manual, handouts, materials, and a completion certificate.

Group registration and multi-session discounts are available. Reach out at help@bhba.org for more information.

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