Trusts, Estates & Probate

4.61

Estate Inventory: The Attorney's Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 56 minutes
Elizabeth Johnson
Kelly O
Daniel Makoski
With Elizabeth H. Johnson from Spence Law Group + 2 others
Recorded November 25, 2025.
Product ID 101197

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Overview

Uncover. Value. Report.

Estate inventories are the foundation of successful probate and estate administration. One error in an estate inventory can trigger delays, penalties, or disputes. In this course, you'll learn how to locate, classify, and accurately value all types of estate property. Gain essential tools to uncover hard-to-find assets, identify potential liabilities, and address claims and disputes. Ensure your estate inventories are precise, organized, and on-time - register today!

  • Identify and categorize all assets, including digital accounts, business interests, and jointly held property.
  • Gain practical valuation tactics and tips for working with appraisers and valuation experts.
  • Discuss methods for handling valid debts, liens, and creditor claims.
  • Receive step-by-step guidance on compiling, organizing, and filing a complete and compliant estate inventory.

Abbreviated Agenda

  1. Identifying and Categorizing All Assets
  2. Valuation of Estate Assets
  3. Debts, Liabilities, and Encumbrances
  4. Preparing and Filing an Inventory

Related Topics

Product ID 101197

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Identifying and Categorizing All Assets

    1. Advising Executors on Inventory Filing Deadlines and Procedures
    2. Techniques for Discovering Assets
    3. Probate vs. Non-Probate Assets
    4. Marshalling Financial Accounts, Digital Assets, Real and Personal Property
    5. Addressing Jointly Held Property and Beneficiary Designations
    6. Locating Hidden and Unique Assets

  2. Valuation of Estate Assets

    1. Methods and Standards for Determining Date-of-Death Values
    2. Valuing Business Interests
    3. Consulting With Appraisers and Valuation Experts
    4. Valuation Mishaps and Consequences

  3. Debts, Liabilities, and Encumbrances

    1. Identifying Valid Debts and Obligations
    2. Secured vs. Unsecured Liabilities
    3. Handling Claims, Leins, and Creditor Disputes

  4. Preparing and Filing an Inventory

    1. Compiling Asset and Liability Information
    2. Organization and Format Tips
    3. Filing Deadlines and Requirements
    4. Inventory Mistakes to Avoid

Who Should Attend

This program is designed for attorneys. Accountants, trust administrators, estate planners, and paralegals may also benefit.

Speakers

Elizabeth H Johnson
Elizabeth H.
Johnson
Spence Law Group
Kelly R O'Brien
Kelly R.
O'Brien
Measure Law, P.C.
Daniel Makoski
Daniel
Makoski
Porzio, Bromberg & Newman, P.C.
Speaker bio
Elizabeth H Johnson

Elizabeth H. Johnson

Spence Law Group
Elizabeth Johnson

is a senior associate with Spence Law Group where she focuses on the areas of estate, trust, and fiduciary litigation, as well as estate administration, and probate law. She is a member of Baltimore County Bar Association, Anne Arundel Bar Association, Maryland State Bar Association, as well as Association of Certified Fraud Examiners, International Association of Document Examiners, Anne Arundel Estate Planning Counsel, and Baltimore County Provider Council (professional community dedicated to improving lives of older adults). Ms. Johnson earned both her B.A. and J.D. degrees from the University of Illinois. She is admitted to practice in the state of Maryland.

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Speaker bio
Kelly R O'Brien

Kelly R. O'Brien

Measure Law, P.C.
Kelly O'Brien

is a managing partner with Measure Law, P.C. in Kalispell, Montana. Her practice is focused on business law, real estate law, probate, trusts and estate planning. Ms. O'Brien earned her B.S. degree in international business from the University of Montana, her J.D. degree from Lewis & Clark School of Law and her LL.M. degree in taxation from University of Denver Sturm College of Law. She is licensed to practice law in Oregon and Montana. Ms. O'Brien is a fourth generation Montanan, originally from the Flathead Valley. She is delighted to have the privilege to live and practice law in northwest Montana where she enjoys time exploring in the mountains with friends and family.

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Speaker bio
Daniel Makoski

Daniel Makoski

Porzio, Bromberg & Newman, P.C.
Daniel Makoski

is counsel to Porzio, Bromberg & Newman, P.C., and a member of the firm's wealth preservation group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts and estate planning. Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets, negotiating with tax authorities to minimize or eliminate tax deficiencies, appearing in the U.S. Tax Court, and handling IRS appeals. He has also drafted many estate plans, living wills, health care proxies and powers of attorney. In addition, Mr. Makoski has significant expertise counseling business clients on business formation, mergers and acquisitions, restructuring, governance, and dissolution. He earned his B.A. degree from Ramapo College of New Jersey, his J.D. degree from Widener University Delaware School of Law and his LL.M. degree in taxation from New York Law School.

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