Trusts, Estates & Probate

4.33

Probate and Estate Administration Basics

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 53 minutes
Robyn Hicks-Guinn
James Curry
Bridget Burns
George Hupp
Thomas Grover
Michael Zapson
With Robyn Hicks-Guinn from Hicks-Guinn Law + 5 others
Recorded September 04, 2025.
Product ID 100803

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Overview

Demystify the Probate Process With This Practical Guide

This must-have course provides a comprehensive roadmap through the intricacies of estate administration. Learn to confidently handle initial proceedings, manage assets, and navigate reporting challenges. Gain practical insights from seasoned attorneys to ensure smooth and effective case closure. Register today!

  • Get a practical overview of intestacy laws and administration procedures.
  • Learn how to qualify more estates for small estate administration.
  • Pick up tips for managing the estate and handling creditor claims.
  • Get practical guidance for post-mortem planning and trust administration.
  • Prevent disputes and estate re-opening with detailed discussion of final accounting and disbursements.

Abbreviated Agenda

  1. Wills and Intestacy Law Principles
  2. Estate Administration Procedures and Timeline
  3. Qualifying for Small Estate Administration
  4. Initial Notices and Petition
  5. Estate Management, Creditor Claims, Taxes, and Expenses
  6. Estate Inventory and Appraisement
  7. Trusts and Other Non-Probate Assets in Estate Administration
  8. Legal Ethics in Probate
  9. Final Disbursements and Fiduciary Discharge

Related Topics

Product ID 100803

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Wills and Intestacy Law Principles

  2. Estate Administration Procedures and Timeline

  3. Qualifying for Small Estate Administration

  4. Initial Notices and Petition

  5. Estate Management, Creditor Claims, Taxes, and Expenses

  6. Estate Inventory and Appraisement

  7. Trusts and Other Non-Probate Assets in Estate Administration

  8. Legal Ethics in Probate

    1. Duty of Confidentiality
    2. Counseling Clients Through Grief
    3. Scope of Representation and Engagement Letters
    4. Data Security

  9. Final Disbursements and Fiduciary Discharge

Who Should Attend

This legal guide is designed for attorneys. Accountants and paralegals will also benefit.

Speakers

Robyn Hicks-Guinn
Robyn
Hicks-Guinn
Hicks-Guinn Law
James J Curry Jr.
James J.
Curry, Jr.
The Law Office of James J. Curry, Jr., LLM
Bridget B Burns
Bridget B.
Burns
White and Bright, LLP
George C Hupp III
George C.
Hupp, III
Burton, Fuller & Associates, P.C.
Thomas R Grover
Thomas R.
Grover
BlackRock Legal
Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Speaker bio
Robyn Hicks-Guinn

Robyn Hicks-Guinn

Hicks-Guinn Law
Robyn Hicks-Guinn

is the managing attorney at Hicks-Guinn Law in Charlotte, North Carolina. She assists individuals and small business owners, and enjoys counseling families and individuals in estate planning, estate administration, business succession planning and real estate matters. Ms. Hicks-Guinn also advises businesses as general corporate counsel, and advocates for victims in personal injury and workers' compensation cases. She serves on numerous committees with the Mecklenburg County Bar Association, has been appointed to the General Contracting and Licensing Board for the State of North Carolina, and served on the City of Raleigh Human Relations Commission, as well as several civic and philanthropic organizations across the state. Ms. Hicks-Guinn earned her B.S. degree from the University of North Carolina at Chapel Hill and her J.D. degree from North Carolina Central University School of Law. She is admitted to practice in North Carolina and U.S. District Court for the Western District.

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Speaker bio
James J Curry Jr.

James J. Curry, Jr.

The Law Office of James J. Curry, Jr., LLM
James Curry

is the principal of The Law Office of James J. Curry, Jr., LLM in Toms River, NewJersey. He is a certified civil trial attorney on trial attorney certification, by the Supreme Court of New Jersey Board. Mr. Curry also has certification in elder law by New York University's, School of Continuing and Professional Studies. His main areas of practice include medical malpractice litigation, general litigation, estate planning, probate litigation, civil practice, elder law, wills, probate, trusts and estates, asset protection, and guardianship. Mr. Curry is a member of the New Jersey State and American bar associations, Association of Trial Lawyers of America, National Academy of Elder Law Attorneys, and New York State Trial Lawyers Association. He earned his B.S. degree from St. Peter's College, his J.D. degree from Fordham University and his LL.M. degree from New York University.

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Speaker bio
Bridget B Burns

Bridget B. Burns

White and Bright, LLP
Bridget Burns

is a partner in the law firm of White and Bright, LLP in Escondido, California. She focuses her practice on all aspects of trust and estate law, including complex estate plans, asset protection, and probate and trust administration. Prior to joining White and Bright, LLP, Ms. Burns practiced at a boutique law firm focused on estate planning and asset protection, where she was the head of the asset protection department. In addition to assisting clients with all basic and advanced estate planning needs. She earned her B.A. degree from the University of San Diego and her J.D. degree from New York University School of Law. Ms. Burns is a member of the State Bar of California, North County Bar Association, San Diego County Bar Association and Lawyers Club of San Diego.

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Speaker bio
George C Hupp III

George C. Hupp, III

Burton, Fuller & Associates, P.C.
George Hupp

is of counsel at Burton, Fuller & Associates, P.C. He earned his bachelor's degree from Iowa State University and his J.D. degree from Drake University. Mr. Hupp is admitted to practice law in Illinois.

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Speaker bio
Thomas R Grover

Thomas R. Grover

BlackRock Legal
Thomas Grover

is an attorney with BlackRock Legal, where he aggressively litigates trust, probate and other civil disputes. He is one of the most frequent litigators to appear each Friday in Clark County Probate Court. Mr. Grover also advises families through non-litigated probate administration. He is admitted to practice in Nevada, and before the Nevada Supreme Court and U.S. District Court for the District of Nevada. Mr. Grover is a member of the State Bar of Nevada. He earned his B.S. degree from Utah State University and J.D. degree from the University of Nebraska College of Law.

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Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in trusts and estates, and trust and estate litigation. Mr. Zapson also maintains a real estate zoning and land use practice. He represents executors, trustees, real property owners, national companies, REITs lenders and brokers. Mr. Zapson is a member of the Bar Association of the City of New York, Nassau County Bar Association and Long Beach Lawyers Association. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.

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