Estate Planning, Trusts & Probate

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What Goes Into the Probate Case File?

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 Pending 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Pending 1 Total
New Mexico Paralegal Division, State Bar of Pending 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
Live Online
1 hour
Arthur Fowler
With Arthur M. Fowler III from Fowler Baker Shade PLLC

Tue, Oct 13, 00:00 AM – 00:00 PM

Product ID 102605

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Course Includes
$119

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

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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

  1. What to Collect Before Anything Gets Filed
  2. Drafts and Files to Open the Estate
  3. What the Paralegal Serves, Publishes, and Proves
  4. What You Need to Gather to Value the Estate
  5. Tracking Creditor Claims and Closing the File
  6. How Skilled Paralegals Structure the File from Day One to Discharge
  7. Retention Rules and Tips

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Related Topics

Product ID 102605

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 Pending 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Pending 1 Total
New Mexico Paralegal Division, State Bar of Pending 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
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Paralegal

Agenda

All times are shown in

  1. What Goes Into the Probate Case File?

    1. What to Collect Before Anything Gets Filed
    2. Drafts and Files to Open the Estate
    3. What the Paralegal Serves, Publishes, and Proves
    4. What You Need to Gather to Value the Estate
    5. Tracking Creditor Claims and Closing the File
    6. How Skilled Paralegals Structure the File from Day One to Discharge
    7. 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

Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Speaker bio
Arthur M Fowler III

Arthur M. Fowler, III

Fowler Baker Shade PLLC
Arthur Fowler

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.

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Top FAQs

What is included with my course purchase?

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.
How do I access my courses?

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.
Do you have options for attendees who are deaf or hard of hearing?

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.
Are multiple attendee discounts available?

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.
When will the OnDemand be available and how long will I have access to the content?

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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