Training Courses

We offer training for legal assistants, paralegals, and associates. Our courses are tailored to your firm’s specific needs. After course completion, Beacon Tax remains a resource when the skills are put into practice.

This course is designed for beginner and intermediate users. It covers foundational topics for estate and trust administration. Coursework includes an overview of the lifespan of an estate administration and is adapted to the learner’s existing skillset.

Estate Administration Kickoff

• Review of probate process
• How to review governing documents and death certificates
• Setting fiduciary expectations
• Probate vs. non-probate property
• Preparing probate documents
• Drafting legal ads
• Managing safe deposit box inventory and closure process
• How to read brokerage statements
• Utilizing EstateVal
• PA Estate Recovery process
• Introduction to Lackner 6-in-1 software

This course is designed for intermediate users. Lackner 6-in-1 is the premier estate and trust administration software in the industry. From basic demographic set-up to drafting PA Inheritance Tax Returns and Fiduciary Income Tax Returns, this course will help you get the most out of your software. Learn tips and tricks to gain efficiencies and avoid redundancies. Included topics:

Lackner 6-in-1 Primer & Best Practices

• Probate documents
• Notices/Certification of Notice
• PA Inheritance Tax Return
• Inventory
• Status Report
• Fiduciary Income Tax Returns

We recommend taking this module before taking “Estate and Trust Administration Finalization” which covers preparing Formal Accounts within Lackner 6-in-1.

This course is designed for advanced users. Learn key steps to close an estate or trust accurately and efficiently. Expand your skillset to assist your attorney with a high level of expertise. Included topics:

Estate and Trust Administration Finalization

• Review Pennsylvania estate and trust closure procedures
• Drafting informal Receipt
• Release and Refunding agreements for attorney review
• Preparing a distribution plan
• Preparing Formal Account, Certificate of Service, Petition for Adjudication using Lackner 6-in-1 software
• Fiduciary income tax planning and preparing Form 1041 and PA-41

Ready to schedule or have a question?