Estate Planning, Trusts & Probate

The Twelve Days of Probate: A Paralegal's Tale

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
57 minutes
Harvey Harris
With Harvey Harris from Harris Law Firm
Recorded December 19, 2024.
Product ID 99549

Buy This Course

Course Includes
$119

OnDemand Video

Course Book Download

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

Overview

How to Help Your Attorneys to Get Through Probate Cases Quickly and Efficiently

The year's wrapping up, office parties are in full swing, and this winter-themed legal course brings a bit of levity and holiday spirit to an admittedly dark subject. Walk through the 12 "days" of probate and come away with helpful tactics to keep the case on track at every step of the way. Our experienced faculty will help you stay cheery and thoroughly prepared this season. Register today and learn how to:

  • Locate wills and assets
  • Communicate with clients, debtors, and creditors
  • Organize case files
  • Track deadlines 
  • and More!

Abbreviated Agenda

  1. Client Intake and File Creation
  2. Will Authentication
  3. Locating Assets, Deeds, Titles, and Heirs (Research Tips)
  4. Tips for Creating an Estate Inventory
  5. Probate Petition and All Accompanying Documents
  6. Keeping Track of Deadlines, Keeping the Process on Track
  7. Educating and Supporting Personal Representatives
  8. Creditor Communications
  9. Managing and Recording Assets
  10. Counseling Grieving Clients
  11. Final Accounting and Tax Forms
  12. Estate Closing Procedures

Related Topics

Product ID 99549

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total

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).

Montana CLE Credit for Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 1: This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Montana CLE Credit for Paralegals - 1: This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.

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).

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

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 1: This seminar has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education. Certification areas: Estate Planning and Probate Law

Video Download - Texas State Bar of Paralegal Division - 1: This seminar has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education. Certification areas: Estate Planning and Probate Law
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. The Twelve Days of Probate: A Paralegal's Tale

    1. Client Intake and File Creation
    2. Will Authentication
    3. Locating Assets, Deeds, Titles, and Heirs (Research Tips)
    4. Tips for Creating an Estate Inventory
    5. Probate Petition and All Accompanying Documents
    6. Keeping Track of Deadlines, Keeping the Process on Track
    7. Educating and Supporting Personal Representatives
    8. Creditor Communications
    9. Managing and Recording Assets
    10. Counseling Grieving Clients
    11. Final Accounting and Tax Forms
    12. Estate Closing Procedures

Who Should Attend

This intermediate level course will prepare professionals to handle key steps of probate. Those who will benefit include:

  • Paralegals
  • Legal Assistants
  • Legal Staff

Speakers

Harvey Harris
Harvey
Harris
Harris Law Firm
Speaker bio
Harvey Harris

Harvey Harris

Harris Law Firm
Harvey Harris

is a sole practitioner in the Harris Law Firm. He practices in the areas of wills, estates, tax issues and civil litigation. Mr. Harris earned his B.A. degree from Centenary College and his J.D. degree from the University of Arkansas at Little Rock. He is a member of the Arkansas, American and Pulaski County bar associations, as well as the Central Arkansas Estate Council, the National Association of Subrogation Professionals and the Arkansas Trial Lawyers Association.

View full profile

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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