What Goes Into the Probate Case File?
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 10-13-2028 |
| Delaware Certified Paralegal Program |
|
1 Total | 10-13-2027 |
| Florida Registered Paralegal |
|
1 Total | 10-13-2027 |
| Indiana Paralegal CLE |
|
1 Total | 10-13-2027 |
| NALA |
|
1 Total | 10-13-2027 |
| Montana CLE Credit for Paralegals |
|
1 Total | 10-13-2028 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 10-13-2027 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 10-13-2028 |
| Ohio Certified Paralegals |
|
1 Total | 10-13-2027 |
| NFPA |
|
1 Total | 10-13-2027 |
| Texas State Bar of Paralegal Division |
|
1 Total | 10-13-2028 |
| Washington Paralegal Association |
|
1 Total | 10-13-2027 |
Buy This Course
OnDemand Video
Course Book Download
Overview
Document by Document: No Guesswork, No Gaps
Probate is one of the most document-intensive practice areas in law, and a disorganized case file can mean missed deadlines, court rejections, and frustrated clients. This one-hour course gives you a document-by-document roadmap through a complete probate matter, from the first call after a death to the final order of discharge. Identify every document that should be in the file at every phase of the case, why it belongs there, what it must contain, and what happens when it's missing. You will leave with a practical checklist you can apply to every probate file on your desk. Register today!
- Identify every document required to open, administer, and close a probate estate.
- Understand the required contents, deadlines, and service requirements for core probate filings.
- Get tips for organizing the case file using a consistent, audit-ready tab structure.
- Flag the most common documentation gaps that stall probate.
Abbreviated Agenda
- What to Collect Before Anything Gets Filed
- Drafts and Files to Open the Estate
- What the Paralegal Serves, Publishes, and Proves
- What You Need to Gather to Value the Estate
- Tracking Creditor Claims and Closing the File
- How Skilled Paralegals Structure the File from Day One to Discharge
- Retention Rules and Tips
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 10-13-2028 |
| Delaware Certified Paralegal Program |
|
1 Total | 10-13-2027 |
| Florida Registered Paralegal |
|
1 Total | 10-13-2027 |
| Indiana Paralegal CLE |
|
1 Total | 10-13-2027 |
| NALA |
|
1 Total | 10-13-2027 |
| Montana CLE Credit for Paralegals |
|
1 Total | 10-13-2028 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 10-13-2027 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 10-13-2028 |
| Ohio Certified Paralegals |
|
1 Total | 10-13-2027 |
| NFPA |
|
1 Total | 10-13-2027 |
| Texas State Bar of Paralegal Division |
|
1 Total | 10-13-2028 |
| Washington Paralegal Association |
|
1 Total | 10-13-2027 |
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 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 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
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.
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.
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
-
What Goes Into the Probate Case File?
- What to Collect Before Anything Gets Filed
- Drafts and Files to Open the Estate
- What the Paralegal Serves, Publishes, and Proves
- What You Need to Gather to Value the Estate
- Tracking Creditor Claims and Closing the File
- How Skilled Paralegals Structure the File from Day One to Discharge
- Retention Rules and Tips
Who Should Attend
This basic level course is designed to prepare you for creating and managing a probate case file. Those who will benefit include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Arthur M. Fowler, III
is an attorney with Fowler Baker Shade PLLC in Johnson City, Tennessee. He focuses his practice on probate and land disputes. Mr. Fowler graduated from Hampden-Sydney College with his B.A. degree, after which he attended Macquarie University in Sydney, Australia and obtained a Post Graduate Diploma in accounting. Upon returning to Tennessee, he attended The University of Memphis, Cecil C. Humphreys Law School, graduating, cum laude, with his J.D. degree.
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