Estate Planning, Trusts & Probate

Live Online

Probate Paralegals' Guide to Assets: Valuation, Inventory, Transfer, Management, and More

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 Pending 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Pending 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Glover Russell
Jared Eastlack
L. Wayne Patterson
Richard Koblentz
With Glover T. Russell from Glover Russell, P.A. + 3 others

Wed, Jan 20, 00:00 AM – 00:00 PM

Product ID 102945

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Assets Are Where Probate Estates Go Wrong - Get the Skills to Get Them Right

Assets are where probate estates go wrong: undervalued property, missed accounts, sloppy inventories, and botched transfers invite objections, tax exposure, and risk to the firm. This program gives paralegals a start-to-finish, practical walkthrough of asset handling in probate administration, from identification through valuation, inventory, transfer, and ongoing management. You will leave ready to take on more of the asset workload with confidence, freeing up attorney time. Register today!

  • Classify probate and non-probate assets correctly.
  • Apply the right valuation approach for real estate, business interests, and digital assets.
  • Draft an inventory that satisfies the court the first time.
  • Execute clean transfers of property, accounts, and securities.
  • Manage estate assets responsibly, including tax and fiduciary duty considerations.
  • Know when an asset issue needs attorney escalation.

Abbreviated Agenda

  1. Foundations of Probate Assets: Identifying, Classifying, and Securing Estate Property
  2. Valuation Essentials: Methods, Appraisals, and Documentation
  3. Building the Estate Inventory
  4. Ongoing Asset Management During Administration
  5. Transferring Assets: From Court Order to Final Distribution
  6. Avoiding Errors and Ethics Traps

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102945

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 Pending 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Pending 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Live Webinar Registration

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

Live - 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

Live - 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

Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, 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

Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of 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 Pending · 6 Total Credits
  • 1 Ethics

Live - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.

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

Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal 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 Pending · 6 Total Credits
  • 1 Professional Responsibility

Live - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Pending · 6 Total Credits
  • 1 Ethics

Live - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of 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

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

Texas State Bar of Paralegal Division Pending · 6 Total Credits
  • 1 Ethics

Live - Texas State Bar of Paralegal Division - 6: This course qualifies 6.0 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 submitted to the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Pending.

Washington Paralegal Association Approved · 6 Total Credits

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

OnDemand Video

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 Pending · 6 Total Credits
  • 1 Ethics

OnDemand - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.

Video Download - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.

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 Pending · 6 Total Credits
  • 1 Professional Responsibility

OnDemand - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Pending · 6 Total Credits
  • 1 Ethics

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.

Video Download - New Mexico Paralegal Division, State Bar of - 6: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.

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 Pending · 6 Total Credits
  • 1 Ethics

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies 6.0 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 submitted to the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Pending.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies 6.0 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 submitted to the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Pending.

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. Foundations of Probate Assets: Identifying, Classifying, and Securing Estate Property

    1. Probate vs. Non-Probate Assets: Where Paralegals Get Tripped Up
    2. Real Property, Personal Property, and Intangible Assets: A Working Taxonomy
    3. Securing and Safeguarding Assets Pending Administration
    4. Locating Hidden or Often-Overlooked Assets

  2. Valuation Essentials: Methods, Appraisals, and Documentation

    1. Fair Market Value on the Date of Death: What the Law Requires
    2. Working with Appraisers, Accountants, and Other Valuation Experts
    3. Valuing Real Estate, Business Interests, and Closely Held Entities
    4. Valuing Digital Assets, Cryptocurrency, and Intellectual Property
    5. Documenting Valuation for the Court and the IRS

  3. Building the Estate Inventory

    1. Statutory Inventory Requirements and Deadlines
    2. Drafting a Clean, Court-Ready Inventory
    3. Common Errors That Trigger Objections or Delay
    4. Updating the Inventory as New Assets Surface

  4. Ongoing Asset Management During Administration

    1. The Personal Representative's Asset Management Duties
    2. Managing Income-Producing Property and Business Interests
    3. Selling and Liquidating Estate Assets: Documentation and Practical Issues
    4. Tax Considerations, Basis Step-Up, and Reporting Obligations
    5. Handling Contested or Disputed Assets

  5. Transferring Assets: From Court Order to Final Distribution

    1. Titling and Retitling Real Property
    2. Transferring Financial Accounts, Securities, and Retirement Assets
    3. Small Estate Affidavits and Simplified Transfer Procedures
    4. Coordinating With Financial Institutions, Transfer Agents, and Title Companies
    5. Tracking Estate Expenses, Creditor Payments, and Other Disbursements
    6. Interim vs. Final Distributions: Documentation and Timing
    7. Preparing the Final Accounting: Reconciling Inventory, Receipts, Disbursements, and Distributions

  6. Avoiding Errors and Ethics Traps

    1. Common Unauthorized Practice of Law (UPL) Risks
    2. Red Flags That Warrant Attorney Escalation
    3. Confidentiality Considerations for Paralegals
    4. Checklists, Templates, and Software Tools That Minimize Errors and Save Time

Who Should Attend

This intermediate level course is designed to prepare you for managing assets in probate. Those who will benefit include:

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

Speakers

Glover T Russell
Glover T.
Russell
Glover Russell, P.A.
Jared W Eastlack
Jared W.
Eastlack
The Bailey Law Firm
L. Wayne Patterson
L. Wayne
Patterson
Wayne Patterson Attorney at Law
Richard S Koblentz
Richard S.
Koblentz
Koblentz, Penvose & Froning, LLC
Speaker bio
Glover T Russell

Glover T. Russell

Glover Russell, P.A.
Glover Russell

is an attorney at Glover Russell, P.A. He primarily focuses on Business and Corporate Law, Fiduciary Litigation and Wills, Trusts and Estate Planning. Mr. Russell earned his B.B.A. degree from the University of Mississippi, his M.B.A. degree from Delta State University and his J.D. degree from Mississippi College School of Law. While attending Mississippi College School of Law, he clerked for Glover Russell, P.A. Mr. Russell is admitted to practice law in Mississippi.

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Speaker bio
Jared W Eastlack

Jared W. Eastlack

The Bailey Law Firm
Jared Eastlack

is an attorney at The Bailey Law Firm. He has extensive litigation and trial experience in a variety of civil contexts including probate, business, and commercial matters. Mr. Eastlack earned his bachelor's degree from Millsaps College and his J.D., with honors, from the University of Mississippi School of Law. He is a member of the Tennessee Bar Association and the Mississippi Bar Association. Mr. Eastlack is licensed to practice in all state courts in Tennessee and Mississippi, the Western District of Tennessee, the Northern and Southern Districts of Mississippi, and the U. S. Court of Appeals, Fifth Circuit.

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Speaker bio
L. Wayne Patterson

L. Wayne Patterson

Wayne Patterson Attorney at Law
L. Wayne Patterson

is a sole practitioner in Greenville, practicing in the areas of elder law, estate and probate law, and family law. He is a member of the South Carolina Bar. Mr. Patterson earned his B.S. degree from North Carolina State University and his J.D. degree from Charleston School of Law.

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Speaker bio
Richard S Koblentz

Richard S. Koblentz

Koblentz, Penvose & Froning, LLC
Richard Koblentz

is an attorney with Koblentz, Penvose & Froning, LLC. He devotes the greatest portion of his practice to the area of professional responsibility, including legal ethics, attorney discipline, bar admission representation, representation in the areas of attorney conflicts of interest, disqualification of counsel, law firm formations and dissolutions, legal malpractice representation as both plaintiff and defense counsel, and service as an expert witness. In 2024 Mr. Koblentz was awarded the William K Thomas Professionalism of the Year Award by the Cleveland Metropolitain Bar Association. Mr. Koblentz also practices in the areas of complex and general civil litigation, criminal defense, probate, real estate, small business counseling and domestic relations. He has served as president of the Cleveland-Marshall Law Alumni Association, is an officer of the Cuyahoga County Bar Association, and is a member of the Council of Visitors at California Western School of Law in San Diego, California. He earned his B.S. degree from The Ohio State University and his J.D. degree from Cleveland-Marshall College of Law.

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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.
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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.

Have more questions? Please Contact Us