Trusts, Estates & Probate

4.46

PROBATE: Full Walkthrough With Checklists and Documents

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
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 Upon Request 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
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
6 hours
Daniel Jurkovic
Julie Eisenhower
Julia Pullin
Don Ford
Elizabeth Fink
With Daniel J. Jurkovic from Law Office of Daniel Jurkovic, P.C. + 4 others
Recorded February 27, 2026.
Product ID 101538

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Overview

Navigate the Key Tasks and Tools of Estate Administration

Get a head start on any probate case with a full overview of the process; useful forms, documents, and sample language; and practical guidance from experienced professionals. Whether you've been handling estates for years or are looking for an introduction, this course will arm you with the knowledge you need to take a case from start to finish. Learn what to do at each step of probate and how to do it properly - register today!

  • Discuss actions that must be taken in anticipation of probate.
  • Review various forms of administration and determine whether an estate qualifies for the simplified procedures.
  • Avoid mistakes in handling creditor and family claims.
  • Walk through the necessary tax forms and deadlines and explore post-mortem tax tactics.
  • Learn what must (and should) be included in the final accounting.
  • Prevent disputes with clear communications regarding distributions.

Abbreviated Agenda

  1. Actions in Anticipation of Probate (With Checklist)
  2. Methods of Probate
  3. Administration of the Estate (With a Sample Inventory)
  4. Creditor and Family Claims
  5. Tax Obligations
  6. Winding Up the Estate
  7. Legal Ethics

Related Topics

Product ID 101538

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
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 Upon Request 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
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. Actions in Anticipation of Probate (With Checklist)

  2. Methods of Probate

  3. Administration of the Estate (With a Sample Inventory)

    1. Powers and Duties of the Executor
    2. Initial Filing Forms and Requirements
    3. Estate Inventory
    4. Management of Estate Assets

  4. Creditor and Family Claims

    1. Beneficiary and Creditor Notices (With Samples)
    2. Priority of Claims
    3. Denying a Claim
    4. Sale of Assets to Pay Creditors
    5. Claims of Surviving Spouses and Children

  5. Tax Obligations

    1. Tax Forms and Deadlines
    2. Filing the Tax Returns and Communicating With the IRS
    3. Post-Mortem Tax Tactics

  6. Winding Up the Estate

    1. Final Accounting (With an Example)
    2. Distributions (Notices, Consents/Waivers, Execution)
    3. Compensation and Discharge of Fiduciary

  7. Legal Ethics

    1. Competency in the Context of Probate
    2. Joint Representation of Spouses
    3. Attorneys Who Act as Fiduciaries
    4. Guarding Confidentiality
    5. Attorney Fees and Engagement Agreements

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Daniel J Jurkovic
Daniel J.
Jurkovic
Law Office of Daniel Jurkovic, P.C.
Julie D Eisenhower
Julie D.
Eisenhower
Patel & Eisenhower, PLLC
Julia Pullin
Julia
Pullin
The Rosenblatt Law Firm, PC
Don D Ford III
Don D.
Ford, III
Ford + Bergner LLP
Elizabeth M Fink
Elizabeth M.
Fink
WhiteheadFink Elder Law LLC
Speaker bio
Daniel J Jurkovic

Daniel J. Jurkovic

Law Office of Daniel Jurkovic, P.C.
Daniel Jurkovic

is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ), as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System. He previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College and his J.D. degree and a certificate in health law policy from Pace University School of Law.

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Speaker bio
Julie D Eisenhower

Julie D. Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is an owner and managing partner with Patel & Eisenhower, PLLC in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, civil litigation and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. She earned an A.A. degree, summa cum laude, in history from Pellissippi State Technical Community College and her B.A. degree, summa cum laude, in history from the University of Tennessee. Ms. Eisenhower earned her J.D. degree from the University of Tennessee College of Law. She is currently a candidate for an LL.M. degree in elder law and estate planning through the Western New England University School of Law.

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Speaker bio
Julia Pullin

Julia Pullin

The Rosenblatt Law Firm, PC
Julia Pullin

is a senior associate attorney with the Rosenblatt Law Firm, PC in San Antonio. She practices in the areas of estate planning, probate, and elder Law. Ms. Pullin earned her B.A. degree from St. Mary's University and her J.D. degree from Baylor University School of Law.

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Speaker bio
Don D Ford III

Don D. Ford, III

Ford + Bergner LLP
Don Ford

is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He has lectured to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, he served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. Mr. Ford has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. He is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. Mr. Ford earned his J.D. and B.B.A. in Accounting from Baylor University, and completed several post-graduate courses in pursuit of a Masters in Taxation.

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Speaker bio
Elizabeth M Fink

Elizabeth M. Fink

WhiteheadFink Elder Law LLC
Elizabeth Fink

is a partner at WhiteheadFink Elder Law LLC, in Chicago, Illinois, where she practices in the areas of estate and trust administration, guardianship, Medicaid planning, estate planning and elder law. Ms. Fink is a member of the Chicago Bar Association (Elder Law Committee and Probate Practice Committee); a former mentor with the CBA group mentoring program in probate and estates; a board member of the National Academy of Elder Law Attorneys, Illinois Chapter; and co-chair of the education committee of the National Academy of Elder Law Attorneys, Illinois Chapter. She earned her B.A. degree from Denison University and her J.D. degree from The John Marshall Law School.

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