CCH Learning NZ

Estate Administration 101 – A Practical Guide 2026

Online |
  • $215.00 excl. GST

Description

Join our practical webinar to master the essential steps of administering an uncontested estate—from probate to final distribution

This webinar will work through the steps involved in the administration of a uncontested estate, where probate is required.

The following topics will be covered during the webinar:

  • Death & dealing with grieving family members
  • Understanding & carrying out the terms of the last will
  • Arranging the first meeting – the all-important information gathering stage
  • Advising lay executors about their role and responsibilities
  • Looking after key relationships and reporting to the family, executors and beneficiaries of the estate
  • Probate in common form
  • Collecting in the assets and paying the liabilities
  • Important dates and timeframes during the estate administration process
  • Deceased and Estate tax obligations
  • Distributions of the estate and winding up

This session will suit newcomers and intermediate level practitioners, Legal Executives, Personal representatives and Executors, Trust officers and Estate Administrators.

LEARNING OUTCOMES

You will understand how to administer an estate in a logical and systematic manner. You will be more confident running an estate administration file and reporting to the executors and beneficiaries.

You will have a better understanding of the legal aspects of estate administration, including proving the last will, executor obligations and more.

SUITED TO

This webinar will suit newcomers and intermediate level practitioners, legal executives and trustee company employees.

You might be interested exploring additional titles on similar topics presented by this speaker.

Correction and Validation powers under the Wills Act 2007 - 2025 - 2 September 2025

PRESENTER

Ala Sonti, Special, Counsel, McVeagh Fleming 

Ala Sonti is Special Counsel at McVeagh Fleming and has significant experience drafting wills, administering estates and dealing with estate-related claims.

1.5 CPD Hours

Estate Administration 101 – A Practical Guide 2026

  • $215.00 excl. GST
Feb 18
Wed, 10:30 AM NZDT - Wed, 12:00 PM NZDT
Online |
  • $215.00 excl. GST