Our next Workshop will be in June 2025. Registration opens on May 5.
Space is limited to 12 attendees.
Got questions? Contact us at info@executorsworkshop.com
The Executor's
Workshop
Presented By
Forewarned is Forearmed.
The Executor's Workshop will teach you the skills and tricks of the trade you'll need when called upon to serve as the Executor of a loved one's estate. You will learn the basic steps of probate, how property transfers work in North Carolina, and how to analyze a case to determine which probate method is most appropriate given the particular assets involved (hint: there is more than one way to skin the probate cat). Then, you will work with actual court documents to administer the fake estate of your beloved Uncle Bob or Aunt Alice.
By combining "classroom-style" teaching with hands-on practical experience, the Executor's Workshop will arm you with the tools and knowledge you'll need to successfully navigate the probate process.
Each Workshop Consists of 3 Core Components:
Session One
90 minutes
Classroom Component:
Understand the 5 steps of probate
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Explore different ways property transfers upon death
Discover the various probate "doors" and the procedures and costs involved with each option
Learn practical tips to make your job as Executor easier
Session Two
90 minutes
Real World Practicum:
Administer the estate of your dear Uncle Bob, Aunt Alice, or another recently passed relative.
Review the terms of your loved one's Will (if they even had one!) and consider the assets that make up the fake estate
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Determine the proper probate path and complete the court forms to submit to the "clerk" for approval
Session Three
30 minutes
Optional Debrief:
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Upon the completion of Session One and Session Two, you will be invited to sign up for a one-on-one 30-minute debrief with the instructor to address any lingering questions.
Your Instructor
Amy Privette, Esq.
Amy is the founder and lead attorney of Privette Legacy Planning, a boutique law firm based in Cary, North Carolina, that specializes in estate planning, estate administration, trust administration, business formation and governance, and related business matters. To learn more about The Privette Process and Amy's approach to estate planning, visit the firm's website.
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Amy's professional career began in the classroom as a high school educator, where she honed the skills that have made her a successful lawyer. She possesses a unique blend of educational know-how, legal prowess, and genuine warmth and compassion that make her the perfect instructor for this Workshop.
