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
Brent Williams-Ruth
With Diane J. Kiepe from Kiepe Estate and Probate, PLLC + 1 other

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
Brent Williams-Ruth
Brent
Williams-Ruth
Law Offices of Brent Williams-Ruth
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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Speaker bio
Brent Williams-Ruth

Brent Williams-Ruth

Law Offices of Brent Williams-Ruth
Brent Williams-Ruth

is an attorney at Law Offices of Brent Williams-Ruth. He obtained his undergraduate degrees at Tacoma Community College (Associates Arts & Sciences) and the University of Washington (Bachelor of Arts). Mr. Williams-Ruth took the next step in his formal education by enrolling in law school at Seattle University School of Law, graduating in December 2001. He sat for and passed the Washington State Bar Exam in February 2002, and was sworn in as a member of the Washington State Bar in June 2002. After years of working in the insurance defense world, and with the support and encouragement of his last firm, the Scheer Law Group, Mr. Williams-Ruth decided to move out on his own and concentrate on his chosen area of law. He started the Law Offices of Brent Williams-Ruth on July 1, 2015. Nearly ten years since opening his own firm, Mr. Williams-Ruth has gone on to be a leader among the Washington State Bar Association joining the Board of Governors from September 2020 until January 2025.

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