About the Course

Accounting procedures required for effective managing of transactions. This course provides an overview of current California probate code accounting preparation requirements, the proper accounting format and presentation, and the identification, proper use and completion of mandatory accounting schedules and forms. Discussion and analysis of probate code statutes for conservatorship, guardianship, decedent and trust estates' accounting format, rules and procedures and ethical considerations.

Feb 22 - Mar 29, 2023

223CPF003
Est. Tuition:
$400.00
Learning Format:
Online Course with Live Sessions
Duration:
6 weeks
Enroll

Estimated Tuition

$400.00

Location

Online Webcast

Instructor

  • Robin Shea, B.S.

Schedule

Online: Feb. 22 - Mar. 29 Live Sessions: Feb. 22, Mar. 1, 8, 15, 22, 29 Wed. 6:00 p.m. - 9:00 p.m. PST (6 Live sessions)

Textbook

Mandatory:
Title: California Probate Referees Association The Probate Referee Guide - https://www.sco.ca.gov/Files-EO/probate_guide.pdf

Mandatory:
Title: Judicial Council of California Handbook for Conservators - https://www.courts.ca.gov/documents/handbook.pdf

Optional:
Title: TBD

Optional:
Title: West’s California Probate Code Desktop Edition (2021)

Additional information

Enroll before December 12, 2022 and save 15%. Apply discount code WNTR15.