Estate Planning, Trusts & Probate

Final Accounting and Estate Wrap-Up: A Practical Paralegals' Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 52 minutes
Brianna Keller
Sam Thomas
Glenn Nunes
Jean Rabinow
With Brianna R. Keller from Rhoades McKee + 3 others
Recorded August 19, 2026.
Product ID 102228

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

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

Overview

Reduce Errors and Improve Your Daily Workflows

Organizing and keeping track of all the documents and transactions for estate accounts is a monumental task that probate paralegals accomplish daily. This practical guide will help you reduce rework and second-guessing when balancing and wrapping up each account. Get focused guidance from experienced faculty on speeding up the process, building consistency, spotting issues, and ensuring accuracy. Build your skills - register today!

  • Review what must be included in the final accounting.
  • Fine-tune the way you organize and maintain estate documents.
  • Discover mistakes that will throw off your final account balance.
  • Identify inefficiencies in your process and refine your approaches.

Abbreviated Agenda

  1. Questions to Ask Before You Begin: Getting Ready for the Final Accounting
  2. Structuring and Maintaining the Final Account Template
  3. Determining the Starting Asset Values
  4. Documenting Changes in Estate Value and Asset Composition
  5. Balancing the Account (Hint: Don't Expect Your Account to Balance on the First Try)
  6. Preparing the Documents for Court Submission and Petition for Final Distribution
  7. Critical Post-Approval Tasks
  8. Managing Complexity, Roadblocks, and Conflict
  9. Legal Ethics Considerations

Related Topics

Product ID 102228

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 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 · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: 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 6.0 hours, of which 1.0 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 · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 6 Estate Planning and Probate Law
  • 6 Civil Trial Law
  • 1 Ethics

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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: 6 - Civil Trial Law, 6 - Estate Planning and Probate Law

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 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: 6 - Civil Trial Law, 6 - Estate Planning and Probate Law

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Questions to Ask Before You Begin: Getting Ready for the Final Accounting

    1. Is There a Will?
    2. Who's Holding/Managing the Estate Funds?
    3. What Is the Creditor's Claim Period?
    4. Does the Executor Expect to Be Compensated?
    5. Is an Accounting Necessary?
    6. How Much Time to Allocate for Completing the Final Accounting

  2. Structuring and Maintaining the Final Account Template

    1. Ensuring Your Forms Comply With the Local Court's Required Format
    2. Is There an Accurate Estate Inventory?
    3. Locating Missing Records
    4. How to Store and Organize Supporting Documents
    5. Labeling and Organizing All the Receipts and Third-Party Statements

  3. Determining the Starting Asset Values

  4. Documenting Changes in Estate Value and Asset Composition

    1. Recognizing Value Gain and Interest Earned
    2. Income and Dividends on the Estate Assets
    3. Proof of Creditor/Tax Clearance
    4. Expenses and Disbursements
    5. Loss and Depreciation
    6. Recording Sale of Assets
    7. Beneficiary Advances

  5. Balancing the Account (Hint: Don't Expect Your Account to Balance on the First Try)

    1. Organizing the "Second Set of Eyes" Review Workflow
    2. Commonly Missed and Misclassified Items to Watch For
    3. Duplicate Entries
    4. Principal vs. Income Allocation Problems
    5. Bank and Account Reconciliation Issues
    6. Timing and Opening Balance Mistakes

  6. Preparing the Documents for Court Submission and Petition for Final Distribution

  7. Critical Post-Approval Tasks

    1. Executing Asset Transfers
    2. Closing Letters and Client Communication
    3. Closing the Case File Properly: Mistakes to Avoid
    4. File Retention Rules and Tips

  8. Managing Complexity, Roadblocks, and Conflict

    1. Handling Objections to the Accounting
    2. Contested Fees
    3. Executor Liability Concerns
    4. Reassessing Your Go-to Tech Tools
    5. Multi-State Issues

  9. Legal Ethics Considerations

    1. UPL Risks in Estate Administration
    2. Guarding Confidentiality and Data Security
    3. Client Communication

Who Should Attend

This intermediate level course is designed to teach attendees to properly organize final accounts in estate administration. Those who should attend include:

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

Speakers

Brianna R Keller
Brianna R.
Keller
Rhoades McKee
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Glenn C Nunes
Glenn C.
Nunes
Garfield Legal, PC
Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Speaker bio
Brianna R Keller

Brianna R. Keller

Rhoades McKee
Brianna Keller

is an attorney with Rhoades McKee. She is an estate planning and probate litigation attorney. Ms. Keller prepares wills, navigates tax issues, establishes guardianships and conservatorship, and implements powers of attorney. She earned her B.A. degree, cum laude, from Loyola University Chicago and her J.D. degree, cum laude, from Michigan State University College of Law.

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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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Speaker bio
Glenn C Nunes

Glenn C. Nunes

Garfield Legal, PC
Glenn Nunes

is Of Counsel with Garfield Legal, PC, in Woodland, California. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.

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Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

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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.

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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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