Estate Planning, Trusts & Probate

Top 8 Paralegal Mistakes in Estate Inventory and Final Accounts

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
57 minutes
Sam Thomas
With Sam Thomas III from Sam Thomas III Esquire & Associates
Recorded February 04, 2026.
Product ID 101584

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Course Includes
$119

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Learn From Others' Mistakes

Probate estates are as unique as the people who leave them, and tracking their tangled assets takes impeccable attention to detail and specialized knowledge. This fast-paced course will give you a quick rundown of common problems and errors you're likely to encounter and offers solutions to the worst of them. Don't let valuable property slip through the cracks - register today!

  • Avoid Inventory Errors: Accurately value assets, classify property, and comply with deadlines.
  • Master the Final Accounting: Meticulously track all estate income and expenses with receipts and records.
  • Enable Final Distributions: Obtain each beneficiary's consent on the schedule of proposed distributions.
  • Ensure Accuracy and Clarity: Use key mathematical reconciliations to check your work and prevent delays and disputes.

Abbreviated Agenda

  1. Overlooked Assets and Incorrect Valuations
  2. Mischaracterizing Property
  3. Overlooked Encumbrances
  4. Missing Deadlines
  5. Inaccurate Income and Expense Tracking
  6. Lack of Supporting Documentation
  7. Common Mathematical Errors
  8. Mistakes in Schedule of Proposed Distributions

Related Topics

Product ID 101584

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 1 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 1 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 1 Total Credits

Earn Until

OnDemand - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 non-substantive hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 non-substantive hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 1 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 1: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 1.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 1 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).

Ohio Certified Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 1 Total Credits

Earn Until

OnDemand - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Video Download - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 1 Total Credits
  • 1 Estate Planning and Probate Law

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas:1 - Estate Planning and Probate Law

Video Download - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas:1 - Estate Planning and Probate Law

Washington Paralegal Association Approved · 1 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Top 8 Paralegal Mistakes in Estate Inventory and Final Accounts

    1. Overlooked Assets and Incorrect Valuations
    2. Mischaracterizing Property
    3. Overlooked Encumbrances
    4. Missing Deadlines
    5. Inaccurate Income and Expense Tracking
    6. Lack of Supporting Documentation
    7. Common Mathematical Errors
    8. Mistakes in Schedule of Proposed Distributions

Who Should Attend

This intermediate level course is designed to improve estate inventory and final accounting organization. Those who should attend include:

  • Paralegals
  • Paraprofessionals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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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.
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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.

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