Trusts, Estates & Probate

WV Specific

West Virginia Probate Perfection: Mastering the Process

Credits Available
Credit Status Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 56 minutes
Richard Marsh
Rachel Jarvis
With Richard R. Marsh from Flaherty Sensabaugh Bonasso PLLC + 1 other
Recorded June 27, 2025
Product ID 99866

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Overview

From Initial Filing to Final Distribution

When it comes to probating estates of any size, patience isn't just a virtue - it's a requirement. No two estates are ever alike, and they all bring their own challenges. You need to master the one constant in every estate - the probate process itself. This indispensable course will get you up to speed on petitions, inventories, taxes, and more. No matter if you are new to probate practice or are an experienced practitioner in need of a refresher, you are sure to take away what you need to better perfect the probate process - register today!

  • Gain critical insights to stay ahead with the most current and essential probate laws, codes, and updates.
  • Master the West Virginia filing process to ensure smooth probate petition submissions.
  • Efficiently conduct asset inventories and ensure all necessary parties are properly informed.
  • Confidently manage and prioritize debts and taxes to protect estate assets.
  • Ensure fair and legally compliant distribution of estate assets in West Virginia.
  • Complete the probate process efficiently with final steps and best practices.

Abbreviated Agenda

  1. West Virginia Probate: Essential Knowledge and Updates
  2. Filing Probate Petitions in West Virginia
  3. Estate Inventories and Notifying Proper Parties
  4. Debts and Taxes: Meeting Financial Responsibilities
  5. Distributing Estate Assets in West Virginia Probate
  6. The Closing Chapter: Final Probate Steps

Related Topics

Product ID 99866

Credit Details

Credits Available
Credit Status Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. West Virginia Probate: Essential Knowledge and Updates

    1. West Virginia Uniform Probate Code: The High Points
    2. West Virginia Trust Code Essentials
    3. Key Case Law You MUST Know
    4. Probate and Estate Legal Updates

  2. Filing Probate Petitions in West Virginia

    1. Formal vs. Informal Probate
    2. The Petition: Essential Info and Documents
    3. Filing Requirements and Procedures
    4. Appointing the Personal Representative
    5. What Happens After Petitions are Filed?

  3. Estate Inventories and Notifying Proper Parties

    1. Asset Inventories Step-by-Step
    2. Notifying Heirs, Beneficiaries and Creditors
    3. Handling Claims Against the Estate
    4. Common Challenges: Common Assets, Hidden Liabilities, Etc.
    5. Key Forms and Templates

  4. Debts and Taxes: Meeting Financial Responsibilities

    1. The Role of the Personal Representative
    2. Identifying and Prioritizing Debts
    3. Identifying Tax Liabilities
    4. Paying Debts and Taxes From the Estate
    5. Handling Common Issues: Creditor Disputes, Etc.

  5. Distributing Estate Assets in West Virginia Probate

    1. Distribution Process Overview
    2. Distribution According to the Will
    3. Intestate Succession and Distributions Without Wills
    4. Court Approval of Distributions
    5. Handling Disputes

  6. The Closing Chapter: Final Probate Steps

    1. Preparing the Final Accounting
    2. Resolving Outstanding Issues
    3. Petition for Final Distribution and Discharge
    4. Closing the Estate
    5. Discharging the Personal Representative

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants
  • Tax Professionals
  • Trust Officers
  • Executors and Other Fiduciaries
  • Paralegals

Speakers

Richard R Marsh
Richard R.
Marsh
Flaherty Sensabaugh Bonasso PLLC
Rachel A Jarvis
Rachel A.
Jarvis
Rachel A. Jarvis, Esq., PLLC
Speaker bio
Richard R Marsh

Richard R. Marsh

Flaherty Sensabaugh Bonasso PLLC
Richard Marsh

is an attorney with Flaherty Sensabaugh Bonasso PLLC with his practice operating from Clarksburg and Morgantown, West Virginia. His areas of concentration are municipal law, trusts and estates, real property, and general business representation. Richard graduated from West Virginia University in 2005 with a B.S. degree in agribusiness management and rural development and West Virgina College of Law in 2008.  He previously worked for McNeer, Highland, McMunn & Varner L.C. His practice has always focused on estates and estate planning, real property, and small businesses.

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Speaker bio
Rachel A Jarvis

Rachel A. Jarvis

Rachel A. Jarvis, Esq., PLLC
Rachel Jarvis

, Esq. and broker is an attorney, business owner, and real estate broker. She is a 2009 graduate of West Virginia University College of Law and a 2005 graduate of Marshall University where she graduated magna cum laude obtaining a bachelor's degree in criminal justice legal studies, a minor in French, and an associate's degree in legal assisting. Ms. Jarvis is licensed to practice law in West Virginia and Florida. She is the managing owner of Rachel A. Jarvis, Esq. PLLC and Wild Wonderful Realty, LLC. Her main areas of focus are estate planning, probate, and land development. She also serves as a trustee of the Clarksburg Harrison Public Library and is a founder and trustee of the Clarksburg Harrison Public Library Foundation. Ms. Jarvis and her husband, Brian Jarvis, own and operate WVNews and Hydrocarbon Well Services. She writes a weekly column for the Exponent Telegram titled the "Fare Report," which focuses on nutrition. Ms. Jarvis enjoys spending quality time with her husband and their three children: Evelynn, Eleanor, and Elliott.

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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.
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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.

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