In Matters of Probate – If You Are Appointed a Personal Representative in a Will
Mandatory Training for Personal Representatives and Guardians and Conservators
Effective September 1, 2012, individuals who are not licensed fiduciaries are required to “complete a training program approved by the Supreme Court before letters to serve as guardian, conservator, or personal representative are issued.”
This affects almost everyone who is appointed as a Personal Representative under the Will of a deceased person.
The training is easy. It comes in 2 parts see below. Each will take about 15 minutes to complete, and it can all be done on-line, or downloaded in pdf format.
1. Introduction to Serving as a Non-licensed Fiduciary
2. Welcome to Personal Representative Training Module
Here is the link to all training modules, both video or pdf are available.
At the completion of each segment, a printable certificate of completion can be printed. This certificate MUST be submitted with the initial paperwork requesting appointment as a Personal Representative.
If you need assistance in any aspect of your probate process, call us. We’ll be happy to help!