Keeping Every Probate Case On Track: Tasks and Deadlines Juggling Guide for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Wed, Feb 10, 00:00 AM – 00:00 PM
Wed, Feb 10, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Tips and Checklists to Ensure Every Case Stays on Track
Countless tasks, tight deadlines, large estates, and other issues can make probate cases difficult to juggle. Don't let these overwhelm you! This program will provide you with practical resources and tips for probate case management so you can keep every case on track no matter the complexities. Stay ahead of crucial deadlines and deliver better outcomes for clients - register today!
- Get a master list to ensure no tasks big or small get missed.
- Build a well-constructed probate timeline to stay organized, prioritize, and prevent delays.
- Use checklists in document prep and review to reduce errors and work more efficiently.
Abbreviated Agenda
- Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
- Automating Tasks and Best Digital Tools for Workflow Management
- Document Prep and Review Checklists
- Communication Best Practices: Clients, Courts, Beneficiaries
- Staying Organized: Practical Tips for Managing Multiple Probate Cases
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Live - 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
Live - 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
Live - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 0.0 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 · 1 Total Credits
Live - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of 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 Pending · 1 Total Credits
Live - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 1 Total Credits
Live - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of paralegal 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 Pending · 1 Total Credits
Live - North Carolina Continuing Paralegal Education - 1: 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 · 1 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Ohio Certified Paralegals Approved · 1 Total Credits
Live - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of 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
Live - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Pending · 1 Total Credits
Live - Texas State Bar of Paralegal Division - 1: This course qualifies 1.0 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 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 · 1 Total Credits
Live - Washington Paralegal Association - 1: Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
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 Pending · 1 Total Credits
OnDemand - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Video Download - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
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 Pending · 1 Total Credits
OnDemand - North Carolina Continuing Paralegal Education - 1: 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 · 1 Total Credits
OnDemand - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Video Download - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
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 Pending · 1 Total Credits
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies 1.0 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 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 - 1: This course qualifies 1.0 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 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 · 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
-
Keeping Every Probate Case On Track: Tasks and Deadlines Juggling Guide for Paralegals
- Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
- Automating Tasks and Best Digital Tools for Workflow Management
- Document Prep and Review Checklists
- Communication Best Practices: Clients, Courts, Beneficiaries
- Staying Organized: Practical Tips for Managing Multiple Probate Cases
Who Should Attend
This intermediate level course is designed to provide helpful tips and tricks for attendees who wish to master probate case management . Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Aaron L. Shaw
is an attorney at his firm Shaw Private Client, where he focuses his practice on estate planning, probate, special needs trusts, and elder law. As a veteran of the U.S. Navy, Mr. Shaw brings a unique understanding of the challenges veterans face when navigating the complex world of the Veterans' Administration. His firsthand experience as a father of two special needs children has also given him deep insight into the complexities of special needs planning. He is a regular speaker on estate planning, asset protection, and elder law issues and serves as the Director of the Elder Law Clinic and adjunct law professor at the University of Louisville School of Law. Mr. Shaw is a member of the National Association of Elder Law Attorneys, the Academy of Special Needs Planners, and Elder Law Answers, and is admitted to practice in Ohio, Kentucky, Indiana, and multiple U.S. District courts. He earned his B.A. from Pennsylvania State University, summa cum laude, his M.B.A. from Shippensburg University of Pennsylvania, his J.D., cum laude, from the University of Louisville, and his LL.M. in Estate Planning and Elder Law from Western New England School of Law.
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