Trusts, Estates & Probate

4.69

How to Transition to Probate: 8 Things That'll Help You Jumpstart Your Practice

Credits Available
Credit Status Total
Alaska CLE Approved 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
Louisiana 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 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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
OnDemand
5 hours 54 minutes
Bridget Reischl
Krista Robertson
Deb Bess Urbaitis
Don Ford
Sarah Barnes
With Bridget Reischl from Decoro Law Office, PLLC + 4 others
Recorded February 12, 2025
Product ID 99776

Buy This Course

Course Includes
$389

OnDemand Video

Video Download

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

Legal and Practice Building Advice From Seasoned Attorneys

Transitioning to probate and estates practice requires a solid foundation in estate planning law and a thorough understanding of the probate process. Whether you're looking for the next turn in your career, to add a new client market to your book of business, or to boost your existing probate law practice, this course is for you. Get an overview of the governing laws and critical legal tasks and processes of estate administration, and come away with practical guidance on choosing the right specialized practice tools for growing your client base. Get the tools and know-how you need to expand and thrive - register today!

  • Walk through the key steps of the probate process.
  • Build a solid foundation of law for your new practice and learn how to continue your professional growth on your own.
  • Examine estate management tools to help you navigate day to day tasks.
  • Compare specialized drafting software tools and document management systems.
  • Use legal ethics rules and experienced attorney advice to determine what to charge for your services.

Abbreviated Agenda

  1. Estate Planning/Intestacy Laws and Probate Process Overview
  2. Essential Client Communications Guide
  3. Estate Management Tools and Tasks
  4. Estate Inventory and Final Accounting Rules and Tips
  5. Growing Your Client Base
  6. Choosing The Right Practice Tools
  7. Tax Basics for the Probate Practice
  8. Legal Ethics of Probate

Related Topics

Product ID 99776

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
Louisiana 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 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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Planning/Intestacy Laws and Probate Process Overview

  2. Essential Client Communications Guide

    1. Client Intake Documents and Checklist
    2. Educating Personal Representatives on Their Job
    3. When and How to Obtain Consent for Specific Actions
    4. Counseling the Grieving Client: Tackling Tough Conversations With Grace

  3. Estate Management Tools and Tasks

    1. Relevant Investment Laws and Regs
    2. Locating and Marshalling Assets
    3. Creditor Claims
    4. Reasonable Fees and Expenses
    5. Managing Distributions

  4. Estate Inventory and Final Accounting Rules and Tips

  5. Growing Your Client Base

    1. Identify Unmet Needs: Go Granular, Then Go Where the Clients Are
    2. Use Your Unique Passions and Talents to Distinguish Yourself
    3. Adjacent Industry Referrals: Financial Planning, Tax and Accounting, Disability and Elder Care, etc.
    4. Attorney Referrals and Collaboration, Professional Associations and Events
    5. Community Outreach, Volunteering

  6. Choosing The Right Practice Tools

    1. Drafting, E-Signature, and Document Management Tools
    2. Electronic Filing Systems
    3. Accounting and Tax Software
    4. Top Legal Research Resources

  7. Tax Basics for the Probate Practice

    1. Planned and Unintended Outcomes of Intervivos Tax Planning and Transfers
    2. Tax Implications of Probate
    3. Tax Reporting: Forms, Deadlines, Filing Procedures

  8. Legal Ethics of Probate

    1. What is Your Client?
    2. What to Charge for Your Services
    3. Guarding Client Confidentiality
    4. Competence Duty While Getting Up to Speed
    5. Fiduciary Liability

Who Should Attend

This legal guide is designed for attorneys looking to break into or improve their probate practice. Accountants, fiduciaries, tax professionals, firm administrators, legal staff, and paralegals will also benefit.

Speakers

Bridget Reischl
Bridget
Reischl
Decoro Law Office, PLLC
Krista N Robertson
Krista N.
Robertson
ChisholmOliver, LLP
Deb Bess Urbaitis
Deb Bess
Urbaitis
Courteous Law, PC
Don D Ford III
Don D.
Ford, III
Ford + Bergner LLP
Sarah J Barnes
Sarah J.
Barnes
National Benefits Services, LLC
Speaker bio
Bridget Reischl

Bridget Reischl

Decoro Law Office, PLLC
Bridget Reischl

is an attorney at Decoro Law Office, PLLC, in St. Paul, Minnesota. She is an elder law practitioner whose areas of practice include family and individual planning issues, estate planning and probate, guardianship and conservatorship, vulnerable adult issues, and Medicaid. Ms. Reischl is licensed in Minnesota and Washington. She is a member of the American, Minnesota State, Washington State, Minnesota Lavender, Hennepin County and Ramsey County bar associations; National Academy of Elder Law Attorneys; and Minnesota Women Lawyers. Ms. Reischl earned her B.M. degree from the University of Rochester, Eastman School of Music, Rochester, New York; her A.D. degree from the University of Hartford, Hartt School of Music, West Hartford, Connecticut; and her J.D. degree from Hamline University School of Law, St. Paul, Minnesota.

View full profile
Speaker bio
Krista N Robertson

Krista N. Robertson

ChisholmOliver, LLP
Krista Robertson

is an attorney with ChisholmOliver, LLP, where she focuses her practice in estate planning, probate, and estate and trust administration, primarily in the District of Columbia and Maryland. Ms. Robertson is a member of the Maryland and New York State bar associations, and the District of Columbia Bar. She earned her B.A. degree from Georgetown University, her LL.M. degree from UNH Franklin Pierce School of Law and her J.D. degree from The University of New Mexico School of Law.

View full profile
Speaker bio
Deb Bess Urbaitis

Deb Bess Urbaitis

Courteous Law, PC
Deb Bess Urbaitis

is a solo practitioner at Courteous Law PC in Henniker, New Hampshire. She focuses her practice in estate planning, business and family law, and has assisted clients with a variety of legal matters. Ms. Urbaitis was admitted to the New Hampshire Bar in 2002. She earned her undergraduate degree from Texas A&M University and her Juris Doctorate from Franklin Pierce Law Center. Ms. Urbaitis is a member of the New Hampshire Bar Association, American Bar Association, and is a member of the following sections, groups and committees: ABA Section of Real Property, Trusts and Estates, ABA Law Practice Division, ABA Solo and Small Firm Division, ABA Elder Law and Special Needs Planning Group, ABA Trust and Estates Practice Group, ABA General Practice Division, and the New Hampshire Bar Family Law Trust and Estates sections.

View full profile
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 B.B.A. and J.D. degrees from Baylor University, and worked on his Masters in taxation while in law school.

View full profile
Speaker bio
Sarah J Barnes

Sarah J. Barnes

National Benefits Services, LLC
Sarah Barnes

is an attorney and legal counsel with National Benefits Services LLC, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as guest faculty at the University of Wisconsin-Madison. She is admitted to practice in the state of Wisconsin. 

View full profile

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 14 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