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Probate Process and Executor Duties: The Master Checklist with Deadlines Webinar

presented by NBI, Inc.
View the NBI, Inc.


Probate Process and Executor Duties: The Master Checklist with Deadlines

Workshop Description/Agenda

A Step-by-Step Guide to Handling Probate

The probate process is meticulously detailed and deadline-driven. Do you have all the knowledge and resources to make certain none of the crucial tasks fall through the cracks? This practical overview will provide you with a complete list of executor duties and deadlines to help you stay on track. Register today!

  • Explore all the documents you must obtain to get the process started.
  • Clarify the rules for issuing notices and opening the estate.
  • Review the creditor claims process and timeline.
  • Effectively manage estate assets and income, determine tax liability and request extensions.
  • Get a master checklist for completing the final accounting.
  • Make certain the estate is closed without a hitch.

This is a rebroadcast of the original webcast delivered by Jennifer Gumbel, George S. Peek & Louis A. Silverman on June 11, 2020. Faculty will be available to answer your questions after the program.


10:00 am to 5:00 pm Eastern Standard Time

  1. Letters of Authority, Getting Certified, Gathering and Authenticating Documents
    10:00 - 10:30, George S. Peek
  2. Initial Notices and Petition, Opening the Estate, Tax Extension Requests
    10:30 - 11:00, George S. Peek
  3. Locating Assets, Inventory Checklist
    11:00 - 11:30, George S. Peek
  4. Creditor Claims Tasks and Timeline
    11:45 - 12:15, Louis A. Silverman
  5. Tax Deadlines and Returns
    12:15 - 12:45, George S. Peek and Louis A. Silverman
  6. Year-End Tasks When the Administration Lasts Beyond One Year
    1:15 - 1:45, Louis A. Silverman
  7. Sale of Assets, Payment of Expenses, Other Estate Management Tasks
    1:45 - 2:15, Louis A. Silverman
  8. Final Account Checklist: What Must Be Included
    2:15 - 2:45, Jennifer Gumbel
  9. Final Disbursements, Estate Closing, Executor and Attorney Compensation
    3:00 - 3:30, Jennifer Gumbel
  10. Beyond the Closing: Follow-Up Communications, Disputes, Requests, etc.
    3:30 - 4:00, Jennifer Gumbel
  11. Legal Ethics in Probate
    4:00 - 5:00, Louis A. Silverman
    1. Whom do You Represent? Conflicts of Interest
    2. Guarding Confidentiality
    3. Attorney Fees
    4. Effective Client Communication
    5. Practicing Law in More Than One State

Who Should Attend

This program is designed for attorneys. Accountants, trust administrators, estate planners, and paralegals may also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Probate

Training Course Summary: Probate Process and Executor Duties: The Master Checklist with Deadlines

Live Webinar Date/Time