Goal & what you need
Goal
Prevent unsupported opening balances, hidden netting, mixed date or value meanings, omitted noncash events, unreconciled schedules, confidentiality failures, and staff-made legal or accounting conclusions.
What you need
- Opened Florida probate administration with current letters and lawyer-confirmed accounting assignment
- Approved inventory and amendments, complete estate-account ledger and statements, creditor-claim ledger, asset-sale records, expense and compensation records, tax records, and distribution evidence or documented gaps
- Responsible lawyer and personal representative assigned to control accounting period, classifications, allocations, compensation, tax treatment, service, waivers, objections, distributions, and filing
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the estate, case, personal representative, responsible lawyer, accounting purpose, accounting period, prior accounting or inventory anchor, intended recipients, required filing or service event, and protected workspace.
- 2Obtain written lawyer instructions identifying whether the work is interim, supplemental, amended, final, or supporting-only; the approved period; schedules; classification method; value meanings; recipient set; verification; filing; service; and exception path.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.
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