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Description
The student will be able to assist in the planning and administration of the decedent’s estate. Functional skills acquired include assisting with estate planning, collecting assets, notifying beneficiaries, assisting in preparation of federal and state estate tax returns, submitting documentation to the probate court, transferring securities, drawing checks for the executor’s signature, and maintaining account records.
Prerequisites
Students are required to pass prerequisite courses with a grade of C or higher. Exceptions apply; please consult your department chair.
