Date Added: 01/30/19 Overview: Inventories & Appraisals training documents Link to Resource: I&A Sample Descriptions Sample I&A Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with [...]
Date Added: 01/30/19 Overview: Court Accountings training documents Link to Resource: Sample Cons Account Schedule Sample Cons Fees Just Sample Cons Pet Account San Diego Sup. Court 1st and Final Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed [...]
Date Shared: March 9, 2018 Training Overview: The PA regional boot camps are designed to provide an overview of PA laws, codes and responsibilities including: the decision to take on a case, searching for assets, and the process for probating an Estate. The enclosed are the resources that are provided as part of that [...]
Date: March 9, 2018 Training Overview: The PG|PC regional boot camps are designed to provide a general overview of criteria for establishing a Conservatorship; powers, authorities, and legal aspects of filing petitions; managing client's care and estate assets; a review of basic public benefit programs; and documentation best practices. The enclosed are the resources [...]