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Collapse How to Close an Estate: Court Accountings and Family Agreements (Emporium)

Learn the Basics about How to Close an Estate in Pennsylvania

PBI’s seasoned practitioners will teach you essential procedures for closing an estate in this basic-to-intermediate level program. Understand the advantages and disadvantages to the methods used to close an estate, and gain the practical advice you won’t find reading the Probate, Estates and Fiduciaries Code, or the Orphans’ Court Rules. 


Examine Each Step of a Formal Court Accounting and the Audit Process

  • Learn the statutory requirements for filing an account
  • Understand the nuances involved in providing proper notice to an accounting
  • Know what forms to use and when
  • Understand how to handle objections to the accounting, and walk through the audit process


Get the Nitty Gritty on Family Settlement Agreements and Receipts and Releases

  • Understand what elements are required in a family settlement agreement
  • Avoid common mistakes when drafting a family settlement agreement
  • Review sample agreements and discuss enforceability issues


Explore How the Recent Changes to the Orphans’ Court Rules Will Impact Closing an Estate

On September 1, 2016, various changes to Pennsylvania’s Orphans’ Court Rules take effect.  Faculty will highlight these relevant changes for you, particularly as they relate to the filing and auditing of accounts.



Course Planners: William R. Blumer, Esq., Thomas A. Boulden, Esq., Thomas J. Dempsey, Esq.


Course Materials

  • Course Book (2016-9029) — $49
  • Audio CD (ACD-9029) — $39
  • Audio CD & Book Set (ACDS-9029) — $79
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.



Formats Available: Video Replay
Original Product Date: December 07, 2016
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

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