KS Specific

Trusts, Estates & Probate

Kansas Probate Process from Start to Finish

Credits Available
Credit Status Total
Kansas CLE Approved 8 Total
Missouri CLE Approved 6 Total
OnDemand
6 hours 43 minutes
Stacey Janssen
Kathleen Urbom
Jay Newbery
With Stacey Janssen from Janssen Estate, Probate & Elder Law, LLC + 2 others
Coming Soon! OnDemand recording will be available on June 08, 2026.
Product ID 101820

Buy This Course

Course Includes
$389

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

Handling Probate From Initial Notices Through the Estate Closing

This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on managing estate assets, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today!

  • Learn the procedure, rules, and practical steps to effectively administer a probate.
  • Determine what form of administration is appropriate for a specific probate case.
  • Clarify the order of inheritance for an estate when there is no will.
  • Locate assets and obtain ownership documents more easily with a list of local and online resources.
  • Get a complete view of the sequence of events that must happen before the estate can be closed.
  • Identify common actions that trigger malpractice liability and get tips for staying in the clear.
  • Get practical advice for honoring or contesting all claims against the estate.

Abbreviated Agenda

  1. Initial Filing in Probate Court and Estate Timeline
  2. Law of Intestate Succession
  3. Inventory and Appraisement
  4. Probate Property vs. Non-Probate Assets
  5. Handling Claims Against the Estate
  6. Tax Reporting and Post-Mortem Tax Matters
  7. Ethics
  8. Final Accounting and Closing the Estate

Related Topics

Product ID 101820

Credit Details

Credits Available
Credit Status Total
Kansas CLE Approved 8 Total
Missouri CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Initial Filing in Probate Court and Estate Timeline

    1. Small Estate Administration
    2. Probate Court Procedure
    3. Estate Timetable/Checklist
    4. Formal vs. Informal Probate Administration
    5. Opening the Estate
      1. Petition for Probate and Administration and Notice of Hearing
      2. Required Notices (to Creditors, Heirs, DHS, IRS)
      3. Sample Forms
    6. What the Personal Representative Needs to Know and Do
    7. When is Ancillary Administration Necessary?

  2. Law of Intestate Succession

    1. Who Can Inherit - Degrees of Kinship and Order of Inheritance
    2. Determining the Share Size
    3. Exceptions and Bars to Inheritance

  3. Inventory and Appraisement

    1. Locating Insurance Policies, Deeds and Other Ownership Documents
    2. Obtaining a Tax ID and Marshaling Property
    3. Preparing the Inventory and Appraisal Forms
    4. Dealing with the Probate Referee
    5. Managing Decedent's Assets During Probate
    6. Handling Common Valuation Issues
    7. When to Hire a Valuation Specialist or Appraiser

  4. Probate Property vs. Non-Probate Assets

  5. Handling Claims Against the Estate

    1. Required Creditor Notice
    2. Determining Priority of Claims
    3. Allowing and Rejecting Claims, and Paying Them
    4. Handling Lawsuits Against the Estate and the Decedent
    5. Insolvency Issues

  6. Tax Reporting and Post-Mortem Tax Matters

    1. Final Tax Returns Timeline, Forms and Filing Procedure
    2. Requesting Deadline Extensions
    3. Income Tax Considerations in Probate
      1. Selecting a Tax Year: Calendar or Fiscal?
      2. Decedent's Final Income Tax Return
      3. Estate Income Tax Return
      4. Tax on Income Earned by Estate after Decedent's Death
      5. Beneficiary Income Tax Considerations
    4. Proper Use of Disclaimers and Valuation Discounts
    5. Claiming Estate Tax Portability
    6. Estate and Gift Tax Considerations - When Do You Need to File Form 706?
    7. Coordinating with Decedent's Accounting or Investment Advisors
    8. GST Tax Implications
    9. Handling Common Property Tax Issues

  7. Ethics

    1. Who is Your Client? Avoiding Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Malpractice Liability Risks
      1. Negligence
      2. Breach of Fiduciary Duty
      3. Fraud

  8. Final Accounting and Closing the Estate

    1. Estate Accounting Procedure
    2. Closing Certificate for Fiduciaries
    3. Closing Decedent's Remaining Accounts
    4. Personal Representative and Attorney Compensation
    5. Extraordinary Services Compensation
    6. When Reopening the Estate is Warranted

Who Should Attend

This basic level online seminar is designed for professionals who want to be more effective in handling the probate process, including:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers

Speakers

Stacey Janssen
Stacey
Janssen
Janssen Estate, Probate & Elder Law, LLC
Kathleen R Urbom
Kathleen R.
Urbom
Urbom Law Offices Chartered
Jay Newbery
Jay
Newbery
Stevens & Brand L.L.P.
Speaker bio
Stacey Janssen

Stacey Janssen

Janssen Estate, Probate & Elder Law, LLC
Stacey Janssen

returned to her own practice in 2022, founding Janssen Estate, Probate & Elder Law, LLC, practicing in the areas of estate planning, probate administration, and fiduciary litigation, practicing in both Kansas and Missouri. She earned her Bachelor of Arts degree and her J.D. degree from the University of Kansas. Ms. Janssen currently serves as the chair of the Kansas City Metropolitan Bar Association's Probate Committee and serves as treasurer to their Board of Directors. She has been recognized as a Super Lawyer, Best of the Bar and in 2021 received the KCBMA's Distinguished Counselor Award. In 2024, Ms. Janssen received a Missouri Lawyer's Media Women's Justice Award.

View full profile
Speaker bio
Kathleen R Urbom

Kathleen R. Urbom

Urbom Law Offices Chartered
Kathleen Urbom

is a sole practitioner with Urbom Law Offices Chartered in Topeka, where she has a civil practice including estate planning and probate, guardian and conservatorships, trust formation, including special needs trusts, and special education law. Ms. Urbom has spoken previously on special education law, landlord tenant law, and end of life planning; including business succession, wills and trusts, and guardian conservatorships. She has spoken several times on the subject of the working knowledge of taxes as it impacts consideration of formation of various estate documents. Ms. Urbom is a member of the Kansas and Topeka bar associations, Women's Attorneys Association of Topeka, and Jenny Mitchell Kellogg Circle. She earned her B.S. degree from St. Mary of the Plains College and her J.D. degree from Washburn University of Topeka.

View full profile
Speaker bio
Jay Newbery

Jay Newbery

Stevens & Brand L.L.P.
Jay Newbery

is of counsel with the Topeka law firm of Stevens & Brand L.L.P., practicing in the areas of non-profit, business, probate, trust law, tax and estate planning. He earned a B.A. degree in economics from the University of Missouri Kansas City and his J.D. degree from Washburn University School of Law with a Tax Law Certificate. Prior to achieving his J.D. degree, Mr. Newbery worked in the field of commercial lending in the Kansas City metropolitan area working with local businesses in a number of industries and of all sizes.

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