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Keys to Closure - The Probate Process

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Course description: 
Help your clients when they need you the most after suffering through the loss of a loved one. Handling the estate of a person who has died can be overwhelming. And very often the sale of real estate is involved.

In this four (4) hour course you'll gain a general working knowledge of the procedures involved in real property sales that are subject to the California Probate Code (CPC).

Registration:
To register for an upcoming live lecture or LearnMyWay® course near you, visit the C.A.R. Education Calendar.


How you benefit from taking this course:

  • Recognize the distinct differences in listing, marketing and selling a real property subject to the probate process.

  • Understand the basic elements of the probate code

  • Prepare and explain the C.A.R. Probate Listing Addendum and Advisory (form PLA) and the C.A.R. Probate Purchase Agreement and Joint Escrow Instructions (form PPA).

  • Prepare and explain the C.A.R. Representative Capacity Signature Disclosure forms (forms RCSD-B (buyer) and RCSD-S (seller).

This course covers:

  • The definition and purpose of Probate

  • Non-probate transfers

  • Life Estates

  • Jurisdiction for Probate

  • The Court process

  • General administration

  • Personal Representative duty and liability

  • Inventory and appraisal

  • Taxes

  • Probate property listing and sales process

  • Conservatorships

Who should attend:
All licensed real estate professionals.


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