top of page
Conference Table

The Executor's
Workshop

Presented By

Privette Legacy Planning logo

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:

group learning session

Session One
90 minutes

Classroom Component:

 

Understand the 5 steps of probate

​

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

workshop practicum session

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

​

Determine the proper probate path and complete the court forms to submit to the "clerk" for approval

one-on-one debrief

Session Three
30 minutes

Optional Debrief:

​

​

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.

​

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.

  • Facebook
  • LinkedIn
  • Instagram
A Privette-1_edited.jpg
Conference Seating

Wondering what all the buzz is about?
Join The Hive to be notified of future seminars and events

Welcome to The Hive!

© 2025 The Law Office of Amy M. Privette, PLLC

bottom of page