Trusts, Estates & Probate

4.54

Probate Process From Start to Finish: Part I

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 Carolina 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 Upon Request 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 58 minutes
Jessica Baquet
Matthew Rappaport
Arthur Fowler
With Jessica M. Baquet from Westerman Ball Ederer Miller Zucker & Sharfstein, LLP + 2 others
Recorded February 18, 2026.
Product ID 101536

Buy This Course

Course Includes
$299

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Your Practical Guide Through the Initial Steps of Probate

Get step-by-step instruction through the critical first steps of the probate process. From obtaining letters of authority and gathering the necessary documents to creating the inventory, handling creditors, and planning for tax, our attorney faculty will help you avoid mistakes and missed deadlines. Build a solid foundation for the final accounting and estate closing, and administer each estate as efficiently as possible. Register today!

  • Start the case off on the right foot by confidently navigating critical first steps.
  • Advise personal representatives by examining all powers, duties, responsibilities, and compensation guidelines.
  • Gather, value, and maintain all assets - and learn when and how to employ a financial expert.
  • Pick up tips for validating, prioritizing, and satisfying creditor claims.
  • Get practical guidance for post-mortem planning, trust administration, and tax hurdles.

Abbreviated Agenda

  1. First Steps
  2. Educating the Personal Representative
  3. Valuing Decedent's Assets
  4. Handling Creditor Claims Step-by-Step
  5. How to Determine Elective Share, Portability, and Homestead Allowance
  6. Planning Post-Mortem, Trust Administration, and Tax Issues

Related Topics

Product ID 101536

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 Carolina 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 Upon Request 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. First Steps

    1. The First 48 Hours
    2. Locating the Will and Beneficiaries
    3. Choosing the Best Form of Administration
    4. The Estate Timeline - What Must Be Done
    5. Probate Court Filing Procedures and Forms
    6. Initial Notices to Creditors, Beneficiaries, and State Agencies
    7. Laws of Intestacy

  2. Educating the Personal Representative

    1. Duties and Powers Step-by-Step
    2. Personal Representative Guide/Instructions
    3. Compensation Guidelines

  3. Valuing Decedent's Assets

  4. Handling Creditor Claims Step-by-Step

    1. Validating Claims
    2. Priority of Creditor Rights
    3. Selling Property to Satisfy Claims
    4. Tax Claims and Liens

  5. How to Determine Elective Share, Portability, and Homestead Allowance

    1. Portability rules, Claiming Unused Exemption
    2. Homestead Allowance
    3. How to Determine the Elective Share Estate
    4. Electing Share Rights and Procedure

  6. Planning Post-Mortem, Trust Administration, and Tax Issues

    1. Trust Administration
    2. Post-Mortem Tax Planning
    3. Problems With Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
    4. The Shares of Minors in an Estate
    5. How to Calculate the Omitted Spouse Share or Omitted Child Share
    6. Shares of Disabled Adults and Means-Tested Government Benefits
    7. Finding Real Estate, Bank Accounts, Life Insurance, Intangibles, etc.

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, trust and estate administrators, estate planners, and paralegals may also benefit.

Speakers

Jessica M Baquet
Jessica M.
Baquet
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP
Matthew E Rappaport
Matthew E.
Rappaport
Falcon Rappaport & Berkman LLP
Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Speaker bio
Jessica M Baquet

Jessica M. Baquet

Westerman Ball Ederer Miller Zucker & Sharfstein, LLP
Jessica Baquet

is a partner at Westerman Ball Ederer Miller Zucker & Sharfstein, LLP, chair of the firm's Trusts, Estates and Fiduciary Litigation Department and member of the firm's Commercial Litigation and Labor and Employment departments. She represents individuals, municipalities and institutional clients in all phases of litigation in state and federal courts and before administrative bodies. She also handles appeals to the Appellate divisions of the New York State Supreme Court, the New York Court of Appeals and the United States Court of Appeals for the Second Circuit. In her trusts, estates and fiduciary litigation practice, She represents beneficiaries, creditors and fiduciaries in proceedings before the Supreme Courts and Surrogate's Courts throughout New York state, including those involving probate, administration, will and trust construction, inheritance rights, fiduciary accountings, discovery and turnover, contested guardianship proceedings and the removal or suspension of fiduciaries. Ms. Baquet is also experienced in estate planning and administration. She is a graduate of New York University and St. John's University School of Law.

View full profile
Speaker bio
Matthew E Rappaport

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP
Matthew Rappaport

chairs Falcon Rappaport & Berkman LLP's taxation and private client groups. He concentrates his practice in taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. Mr. Rappaport advises clients regarding tax planning, structuring and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise. Mr. Rappaport earned his J.D. degree and his Master of Laws in taxation from Georgetown University Law Center. He is a member and admitted to practice in the state of New York and the U.S. Tax Court.

View full profile
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.

View full profile
Loading recommendations...

TOP FAQs

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 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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 7 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.
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.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us