Trusts, Estates & Probate

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Washington Probate Reform: EHB2445 "Ending Probates for Profit" Act and Estate Tax Changes

Credits Available
Credit Status Total
Washington CLE Approved 3 Total
Washington CPE for Accountants Approved 3.5 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online
3 hours
Diane Kiepe
With Diane J. Kiepe from Kiepe Estate and Probate, PLLC

Thu, Jul 30, 00:00 AM – 00:00 PM

Product ID 102692

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Overview

New Filings. New Deadlines. New Liability.

Washington's "Ending Probates for Profit" law took effect June 11, and it changes your intake process, your filing deadlines, and your disqualification checks on every probate you handle. This three-hour course walks you through every new requirement, tells you which estates are affected, and gives you the updated checklists to ensure complete compliance. Register today!

  • Get a clear breakdown of which new requirements apply to NIP estates, supervised estates, and intestate estates (and which don't).
  • Hear step-by-step guidance on the three new mandatory filings, including deadlines, required content, and sample formats.
  • Build an updated personal representative disqualification screen you can build into every petition workflow.
  • Adopt practical strategies for managing the two-year closure presumption with clients.
  • Clarify the estate tax changes and learn how to flag exposure at intake.

Abbreviated Agenda

  1. The 2026 Washington Probate Reform: Ending Probates for Profit
  2. Who Can Serve: New Disqualification Standards
  3. The Three New Mandatory Filings
  4. The Two-Year Closure Presumption
  5. Estate Tax Shifts: What Probate Attorneys Need to Know

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Related Topics

Product ID 102692

Credit Details

Credits Available
Credit Status Total
Washington CLE Approved 3 Total
Washington CPE for Accountants Approved 3.5 Total
CPE for Accountants/NASBA Approved 3.5 Total
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CLE
Other

Agenda

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  1. The 2026 Washington Probate Reform: Ending Probates for Profit

    1. What Drove the Legislature to Act: The Elliot Scheme and Its Fallout
    2. The Loophole, the AG Lawsuit, and the Road to EHB 2445
    3. What's Changed (and What Hasn't) Across Testate, Intestate, and NIP Estates

  2. Who Can Serve: New Disqualification Standards

    1. The Old "Suitable Person" Catch-All and Why It was Exploitable
    2. New Caps: Two Petitions per Year for Non-Professional Third Parties
    3. Three New Grounds for Disqualification Under RCW 11.36.010
    4. Why This Check Applies to Testate Estates, Too (Including NIP)
    5. Adding the Disqualification Screen to Your Petition Prep Workflow

  3. The Three New Mandatory Filings

    1. Which Estates are Covered (Supervised vs. Nonintervention), Exemptions, and Exceptions
    2. Filing 1: Declaration Confirming Notice to Third Parties - Trigger and Required Content
    3. Filing 2: Declaration Regarding Estate Financial Account - Trigger and Required Content
    4. Filing 3: Annual Estate Status Report - Content, Notarized Oath, Interested-Person Requests and Response
    5. Court Enforcement Tools: Sanctions, Required Appearances, Letter Revocation
    6. Deadline Tracking: Building the New Triggers Into Your Docketing System

  4. The Two-Year Closure Presumption

    1. What the Statute Says and Doesn't
    2. How Courts are Likely to Use the Presumption in Practice
    3. Managing Client Expectations From Day One
    4. When to Petition for More Time - And How to Document the Need
    5. Practical Language for Engagement Letters and Client Updates

  5. Estate Tax Shifts: What Probate Attorneys Need to Know

    1. The 2025 Overhaul and Exemption Jump
    2. New Rate Structure: Who Gets Hit the Hardest
    3. The 2026 Rollback (ESB6347) and Current Thresholds at a Glance
    4. Washington's New Non-Portable Exemption vs. the Federal $15M
    5. Surviving Spouse Filing Relief: When No Estate Tax Return Is Required
    6. Estate Structures That Need a Second Look
    7. Spotting Estate Tax Exposure at Intake Before It Becomes a Problem

Who Should Attend

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

Speakers

Diane J Kiepe
Diane J.
Kiepe
Kiepe Estate and Probate, PLLC
Speaker bio
Diane J Kiepe

Diane J. Kiepe

Kiepe Estate and Probate, PLLC
Diane Kiepe

is an attorney at Kiepe Estate and Probate, PLLC. She practices in the areas of wills, trusts, wealth transfer (including charitable gifting), probate and tax. Ms. Kiepe earned her undergraduate degree and J.D. degree from Memphis State University, and her LL.M. degree in taxation from the University of Miami. She is a long-time member of the Spokane Estate Planning Council and a member to the Spokane Chapter of Financial Planning Association. Ms. Kiepe is a member of the newly created Elder, Disability, Estate Planning Section of the Spokane County Bar Association. 

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