Advanced Probate Administration for Paralegals
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 09-17-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 09-17-2026 |
| Florida Registered Paralegal |
|
6 Total | 09-17-2026 |
| Indiana Paralegal CLE |
|
6 Total | 09-17-2026 |
| NALA |
|
6 Total | 09-17-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 09-17-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 09-17-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 09-17-2027 |
| Ohio Certified Paralegals |
|
6 Total | 09-17-2026 |
| NFPA |
|
6 Total | 09-17-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 09-17-2027 |
| Washington Paralegal Association |
|
6 Total | 09-17-2026 |
Buy This Course
OnDemand Video
Video Download
Course Book Download
or
Overview
Advanced Strategies for Handling the Most Common Probate Documents
You've been handling probate and estate cases for a while, but are you using advanced techniques to efficiently complete each step? Don't let the paperwork bog you down. This course provides detailed insight into the multi-faceted process of probate administration. Our faculty will show you how to handle creditors, beneficiaries, and the IRS with ease. You'll walk through sample forms with experienced practitioners, including testate and intestate forms and a full range of tax returns. Take your probate administration skills to the next level - register today!
- Learn the information you need at the outset to manage probate efficiently.
- Find out the documentation you need to appropriately sell or transfer assets.
- Keep beneficiaries informed about the estate with a K-1 report.
- Take charge of probate tax issues with improved drafting techniques for Form 706, 709, and more.
- Make your document management system work for you with streamlined e-filing and more.
- Get tips for properly terminating fiduciary responsibility over the estate.
Abbreviated Agenda
- Preparing for Estate Administration
- Managing the Estate's Assets
- Handling Creditors and Other Interested Parties
- Ensuring the Payment of Taxes
- Document Management Tips for Probate and Estate Filings
- Ethics for the Probate Paralegal
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 09-17-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 09-17-2026 |
| Florida Registered Paralegal |
|
6 Total | 09-17-2026 |
| Indiana Paralegal CLE |
|
6 Total | 09-17-2026 |
| NALA |
|
6 Total | 09-17-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 09-17-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 09-17-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 09-17-2027 |
| Ohio Certified Paralegals |
|
6 Total | 09-17-2026 |
| NFPA |
|
6 Total | 09-17-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 09-17-2027 |
| Washington Paralegal Association |
|
6 Total | 09-17-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Preparing for Estate Administration
- Gathering Critical Information from the Client
- Questions to Ask Fiduciary Accountants and Financial Advisors
- Drafting Informal Testate and Intestate Forms: Applications, Orders and Petitions
- Drafting Formal Testate and Intestate Forms: Applications, Orders and Petitions
- Efficiently Prepare Interim Court Pleadings
-
Managing the Estate's Assets
- Accessing and Inventorying Safe Deposit Box
- Proper Documentation for Selling or Transferring Assets
- Request and Claim for Exempt Property and Family Allowances
- Life Insurance Proceeds with Form 712
- Managing Real Estate
- Preparing Documentation for Inventories and Appraisals
-
Handling Creditors and Other Interested Parties
- Drafting and Publishing Notices to Creditors and Heirs
- How to Prioritize Claims Against the Estate
- Submitting Proper Notice of Disallowance of Claims
- Preparing K-1 Reports for Estate Beneficiaries
- Obtaining Grant of Letters of Administration
-
Ensuring the Payment of Taxes
- Using IRC §6501(d) and Getting the Tax Data You Need
- Working with the Accountant to Complete Income Tax Returns
- Tips for Completing Estate Tax Return Form 706
- When Do You Need IRS Form 709?
- Preparing the Fiduciary Income Tax Return Form 1041
- Get Early Determination of Taxes with IRC § 2204
- How to Arrange for Temporary Payment of Taxes
-
Document Management Tips for Probate and Estate Filings
- Database Methods to Organize Client Documents
- Ticklers and Calendaring for Probate and Estate Planning
- Streamline Your E-Filing Process
- Calendaring Tips for Probate and Estate Documents
- Effective Correspondence with Probate Court and the IRS
- Appearing Before the Registrar During Informal Proceedings
-
Ethics for the Probate Paralegal
- Properly Terminating Fiduciary Responsibility
- Privileged vs. Non-Privileged Communications
- Unauthorized Practice of the Law
- Safeguarding Against Malpractice Actions
Who Should Attend
This advanced level course is designed to give paralegals the knowledge they need to properly assist with drafting, organizing and filing probate administration documents. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Daniel Vincent
is an attorney at Vincent Law. His practice focuses on helping families and business owners protect their assets and their legacies. Mr. Vincent graduated from the J. Reuben Clark Law School at Brigham Young University where he also served as a senior editor on the BYU Law Review. He also earned his Masters of Accountancy (taxation emphasis) and Bachelor of Science in Accounting from BYU's Marriott School of Business. After graduating, Mr. Vincent worked at global accounting firm Ernst and Young LLP in Salt Lake City, helping individuals and companies with complex international tax planning and compliance. He later worked as a tax subject matter expert for Canopy Tax, Inc., helping to build a software solution for tax professionals to prepare individual and trust income tax returns. Additionally, Mr. Vincent serves as a volunteer attorney for Utah Tax Help Services, a free tax clinic with offices in Provo and Salt Lake City, Utah, where he helps low-income taxpayers in tax disputes with the IRS and Utah State Tax Commission. While in law school, he worked in the IRS Volunteer Income Tax Assistance program, providing free tax preparation to low-income individuals. Mr. Vincent is admitted to practice law in Utah, Oregon, and before the United States Court of Appeals for the Ninth Circuit, United States Court of Appeals for the Tenth Circuit, United States District Court, District of Utah, and United States Tax Court.
Speaker bio
Mary Beth Isom
is the paralegal for the Law Offices of D. Blair Clark. She is a graduate of Lewis-Clark State College with degrees in both the legal secretary and paralegal programs. Ms. Blair is the only certified bankruptcy assistant (CBA) in Idaho. She has extensive knowledge of all the forms of bankruptcy filings, including Chapters 9s, 11s and 12s. Ms. Blair currently has two assistants working for her and has trained other paralegals in the past. She was the primary instructor for paralegals and legal assistants at the Idaho Commercial Law and Bankruptcy Section seminars in 2008, 2009 and 2010.
Speaker bio
Andrew Gass
is a solo practitioner at Gass Law Firm. He practices in the areas of alternative dispute resolution, business, consumer, creditor-debtor, insurance, labor-employment, litigation, commercial, litigation, personal injury, immigration, Social Security, mediation, and contracts. Mr. Gass earned his J.D. degree from South Texas College of Law. He is admitted to practice law before the U.S. Tax Court, Fifth Circuit Court of Appeals, Texas Eastern District Court, and Texas Southern District/Bankruptcy Court.
Speaker bio
Donald Reeder
is a solo practitioner at Donald V. Reeder, LLC. He represents Central Oregon farmers, ranchers, businesses, and non-profit organizations. Mr. Reeder earned his undergraduate degree from Oregon State University and his J.D. degree from Willamette University College of Law. He is admitted to practice law in Oregon and before the Federal District Court of Oregon and the United States Claims Court.
Speaker bio
Dane Shields
is an attorney at Deitz, Shields, Freeburger & Durbin, LLP. His areas of practice include corporate law, real estate, criminal law, business law, estate planning and wills. Mr. Shields earned his B.A. degree from Western Kentucky University, his B.G.S. degree from the University of Kentucky, and his J.D. degree from Northern Kentucky University: Salmon P. Chase College of Law. He is a member of the Kentucky Bar Association, and is admitted to practice law in Kentucky and before the U.S. District Court for the Western District of Kentucky.
Top FAQs
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
Have more questions? Please Contact Us