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Trusts, Estates & Probate

4.31

Probate Process, Procedures, and Documents: All the Forms and Checklists in One Place

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 55 minutes
Stephanie Graham
Rex Crandell
John Rueppel
Arthur Fowler
With Stephanie P. Graham from Graham Estate Planning + 3 others
Recorded August 20, 2025
Product ID 100623

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Overview

Navigate Probate With Confidence

When the client is no longer there to make their voice heard, the task of interpreting their wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you will need? This program will provide you with a comprehensive overview of the probate process, equipping you with the checklists, forms, and documents you will need to guide your clients through each time-sensitive procedure. Learn what to do and when to do it, from the initial petition to the final accounting. Register today!

  • Don't miss a step - learn how to map out the entire probate process by utilizing a master checklist.
  • Examine the essential content of the initial petition and understand the procedure for filing it.
  • Receive practical tips on valuing and recording assets to be included in the estate inventory.
  • Handle creditor notices and responses.
  • Understand key provisions of trusts and their impact on the probate process.
  • Learn what must be included in the final accounting and review sample tax returns.

Abbreviated Agenda

  1. Probate Process and Executor Duties: The Master Checklist With Deadlines
  2. Wills: Key Provisions, Validity, Interpreting Unique Instructions
  3. Initial Petition and Letters of Authority: Content and Procedure
  4. Estate Inventory: Valuing and Recording Assets
  5. Creditor Notices and Responses
  6. Trusts: Key Provisions, Trustee Duties, and the Trust's Impact on Probate
  7. TAX Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)
  8. Final Accounting: What Must and Should Be Included
  9. Estate Closing and Distributions: Notices of Proposed Action, Petition to Discharge the Fiduciary, and Other Key Documents
  10. Ethical Practice Considerations and Concerns in Probate

Related Topics

Product ID 100623

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Probate Process and Executor Duties: The Master Checklist With Deadlines

  2. Wills: Key Provisions, Validity, Interpreting Unique Instructions

  3. Initial Petition and Letters of Authority: Content and Procedure

  4. Estate Inventory: Valuing and Recording Assets

  5. Creditor Notices and Responses

  6. Trusts: Key Provisions, Trustee Duties, and the Trust's Impact on Probate

  7. TAX Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)

  8. Final Accounting: What Must and Should Be Included

  9. Estate Closing and Distributions: Notices of Proposed Action, Petition to Discharge the Fiduciary, and Other Key Documents

  10. Ethical Practice Considerations and Concerns in Probate

    1. Defining Who You Represent
    2. Avoiding Conflicts of Interest
    3. Client Communications
    4. Client Confidentiality
    5. Attorney's Fees
    6. Practicing Law in More Than One State

Who Should Attend

This program is designed for attorneys. It will also benefit accountants and CPAs, tax professionals, trust officers, and paralegals.

Speakers

Stephanie P Graham
Stephanie P.
Graham
Graham Estate Planning
Rex L Crandell
Rex L.
Crandell
Rex Crandell Firm
John S Rueppel
John S.
Rueppel
JZK LLP
Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Speaker bio
Stephanie P Graham

Stephanie P. Graham

Graham Estate Planning
Stephanie Graham

worked her way through college while working in a bank, where she observed multiple elderly women lose their funds by appointing the wrong person as power of attorney. After graduating college and succeeding as far as possible in the bank, Ms. Graham attended law school and passed the bar immediately in New Jersey (1997) and New York (1998). Later she established her first probate estate in New York, when a dear friend traveled to North Carolina to visit her family and died of a sickle cell episode in a North Carolina hospital who said the friend was going to die young anyway. Ms. Graham associated with a North Carolina medical malpractice firm that fought for a $500,000 judgment for her friend's family and their eight year old daughter. She has been licensed to practice in New York and New Jersey for over 25 years, and Georgia since 2004 before relocating to Atlanta in 2005. After more than 20 years litigating in both the private and public sector and losing her maternal grandmother after a brief illness, Graham Estate Planning was born. Ms. Graham is a board member with the North Fulton Bar Association, Atlanta Bar Association LRIS Board of Trustees and ProWin Atlanta. She is a member of Leadership Sandy Springs, Class of 2016 and Georgia's National Speaker Association among several other associations. Ms. Graham has been recognized in the Top 100 National Black Lawyers three years in a row, and her firm was recognized as Best of Georgia Probate Firm in 2022 and 2023, and Top 10 Best of Sandy Springs Probate Firms in 2023. She was appointed county administrator for Fulton County Probate Court from 2021 through March 2024, when she resigned to take on more speaking engagements and to scale her practice to better serve her clients.

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Speaker bio
Rex L Crandell

Rex L. Crandell

Rex Crandell Firm
Rex Crandell

is an attorney and CPA at Rex Crandell Firm, and as many years of experience in bookkeeping, accounting, financial statement preparation, audits, reviews, and consulting. He has prepared thousands of income tax returns, from simple to the most complex, including: individuals, businesses (small & large), partnerships, S and C corporations, limited liability companies, estates, trusts, non-profits, homeowner associations and sales tax and payroll reports. Mr. Crandell prepares business financial statements that are compiled, audited or reviewed. He represents taxpayers before the IRS, Franchise Tax Board, Employment Development Department, and the State Board of Equalization. Mr. Crandell earned his B.A. from San Francisco State University, J.D. from Northwestern California University, School of Law, B.S. Law from Northwestern California University, and M.B.A. from Columbia Pacific University. He is admitted to practice law in California.

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Speaker bio
John S Rueppel

John S. Rueppel

JZK LLP
John Rueppel

is a partner at JKZ LLP. He has extensive experience with trust and estate litigation. Mr. Rueppel has represented trustees and trust beneficiaries in contested matters such as trust contests, removal petitions, contested accountings, and other trust matters. He has also represented executors and administrations and estate beneficiaries in will contests, accountings, and Probate Code 850 claims as well as individual parties in cases involving financial elder abuse, fraud, and undue influence. Mr. Rueppel earned his B.A. from Cornell University in Ithaca, New York, and his J.D. magna cum laude from University of California College of the Law (formerly UC Hastings). He is a certified specialist in Estate Planning, Trust and Probate Law, and is a member of the State Bar of California, the Bar Association of San Francisco, and is a member of the Litigation and Trusts & Estates Sections of both organizations. Mr. Rueppel is admitted to practice law in California.

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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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