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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 training. To find out if a training is available in your area, please check out our events calendar or log-in to your member dashboard to see if a training is available online.
Training Resources:
- New Case Notes Form
- Case Overview Sheet
- Real Property Profile Sheet
- Preliminary Checklist
- Checklist for Mobile Homes
- Closing Case Checklist
- Certificate of Administrator
- Vehicle Checklist
- Sample Marshalling Bank Letter
- Abandon Notice to Landlord
- PA Glossary of Terms
- Certificate of Authority- General
- Safe Deposit Box
- Certificate of Administrator for Bank
- Declination to Serve
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 your individual County policies and procedures. None of the resources provided should be construed as legal advice.
