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Course Description

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.

Instructors

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Type
Webcast - Off-site
Days
W
Time
6:00PM to 9:00PM
Dates
Feb 22, 2023 to Mar 29, 2023
Schedule and Location
Contact Hours
20.0
Location
  • Off-Site Locations
Course Fee(s)
Tuition - $400 credit (2 units) $400.00
Available for Credit
2 units
Instructors
Section Notes

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

Section Materials
  • (Mandatory) Judicial Council of California Handbook for Conservators - https://www.courts.ca.gov/documents/handbook.pdf 2021 edition
  • (Mandatory) California Probate Referees Association The Probate Referee Guide - https://www.sco.ca.gov/Files-EO/probate_guide.pdf 2020 edition
  • (Optional) West’s California Probate Code Desktop Edition (2021) 2021 edition ISBN 9781539214267
  • (Optional) TBD
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