Aug. 5, 2015 – The probate client who walks in your door is likely in a state of shock, certainly distracted, and probably disoriented. He or she has only a vague idea of how probate works, and may even see your services as a necessary evil. That’s your chance to be a helpful guide through a complex and painful time.
And that’s when you need the Wisconsin Probate System Forms and Procedures Handbook, published by the State Bar of Wisconsin PINNACLE®.
This mainstay of probate practitioners for more nearly 30 years is now available in its fourth edition and is newly supplemented for 2015.
A Comprehensive Guide
This handbook of probate practice not only provides you with the technical details of probate on all levels, it also helps with the practical issues of client care from the very beginning.
Those initial tasks include:
- Offering to assist family or close friends with mortuary arrangements;
- Identifying and addressing immediate financial problems, including special allowances;
- Identifying and meeting with a personal representative;
- Defining the scope of your representation; and
- Opening estate file by collecting essential information, using the book’s comprehensive Master Information List (MIL).
The Wisconsin Probate System Forms and Procedures Handbook shows you how to handle each of these steps, and the many that follow.
This is a comprehensive “system book” with strong emphasis on a practical approach to probate procedures. Highlights include:
- Detailed how-to instructions for each step in the probate process
- More than 150 forms and sample letters with commentary, instructions, and filled-in samples
- Checklists and critical date schedules
- A glossary of probate terms
The Wisconsin Probate System Forms and Procedures Handbook is available to members for $219 and nonmembers for $269, plus tax, shipping, and handling.
Subscribers to the Bar’s automatic supplementation service receive updates at a discounted price.
Annual subscriptions to Books UnBound® for single users start at $149 per title and $769 for the full library; call for firm pricing.
To order the handbook or for more information, visit WisBar’s Marketplace or contact the State Bar at (800) 728-7788 or (608) 257-3838.