Live Seminar

The Probate Process From Start to Finish for Paralegals



Friday, April 27, 2018


9:00 AM - 4:30 PM

Product ID#:



Holiday Inn Hotel Worthington

7007 N High Street

Worthington, OH 43085


$289 / Each Additional

Registration Includes Course Book

Credit Information


  • NALA - 6.00
  • NFPA - 6.00
  • Ohio Certified Paralegals - 6.00

Program Description

Help Your Clients to Have a Successful Probate Experience

Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.

At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time - enroll today!

  • Receive a complete estate timetable so you know what needs to be done - and when.
  • Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
  • Deal with administrative duties by helping with creditor claims and estate cash management.
  • Understand how to distinguish between privileged and non-privileged communications.
  • Fulfill your role in preparing the distribution of the estate to beneficiaries.
  • Follow along with sample probate forms and documents.

Who Should Attend

This basic-to-intermediate level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process.

Course Content

  1. How to File an Estate in Probate Court
  2. Working With Executors and Administrators
  3. How to Prepare and File the Inventory
  4. Administration of the Estate
  5. Ethical Perils in the Probate Process
  6. Dealing With Spouse's Elective Shares
  7. Understanding the Laws of Intestacy
  8. Closing the Estate

Continuing Education Credit

National Association of Legal Assistants, Inc. – NALA: 6.00 *

National Federation of Paralegal Associations, Inc. – NFPA: 6.00 *

Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

* denotes specialty credits

Agenda / Content Covered

    9:00 - 9:45, Katrina L. Wahl
    1. Distinctions Between the Modest and Larger Estate
    2. The Estate Timetable and What Needs to Be Done
    3. Steps for Proving the Will
    4. Steps for Challenging the Will
    9:45 - 10:30, Katrina L. Wahl
    1. Duties of Executors or Administrators During the Probate Process
    2. Paralegal Contact With Executors or Administrators
    3. How Misconduct and/or Removal of Executors or Administrators is Handled
    4. Compensation
    5. Special Administration
    6. Duties of the Attorney for the Executor - Who is the Client?
    10:45 - 11:30, James B. Curtin
    1. Preparing the Inventory - What Every Paralegal Needs to Know
    2. Statutory Requirements
    3. Notice
    4. Working With the Attorney to Collect, Maintain and Manage Assets
    5. How to Successfully Solve Common Inventory Problems
    11:30 - 12:15, Brittany M. Pace
    1. Dealing With Creditors' Claims
    2. Disclaimers
    3. Assisting With the Estate Cash Management
    4. Insolvency
    5. Preparing Partial Distributions
    1:15 - 2:15, James B. Curtin
    1. Distinguishing Between Privileged and Non-Privileged Communications
    2. When the Client Asks for Legal Advice - Knowing How to Say "No"
    3. Protecting Your Firm From Malpractice Actions - Tools You Can Use to Meet Deadlines
    2:15 - 3:00, Jeffrey D. Mackey
    1. Homestead Allowance
    2. Dower and Curtesy
    3. Spousal Rights and Personalty
    4. Rights of Election
    5. Procedures
    3:15 - 3:45, Katrina L. Wahl
    3:45 - 4:30, James B. Curtin
    1. Tips for Assisting With Final Accounting
    2. Preparing the Distribution of the Estate to Beneficiaries
    3. Discharge of the Fiduciary

JAMES B. CURTIN is an attorney in the Columbus law firm of Hrabcak & Company, L.P.A. He has practiced in the areas of estate planning, probate, tax, income tax and elder law for more than 20 years. Prior to entering the practice of law, Mr. Curtin practiced for 10 years as a certified public accountant (inactive). He wrote an article for the Journal of Pension Planning and Compliance, and is a contributing writer for the 2004 Desk Manual on Elder Law. Mr. Curtin is a frequent lecturer on asset protection, probate law, estate planning and taxation for professional groups. He has lectured for the Ohio Society of CPAs on financial planning and the New York State Society of CPAs on taxation and governmental accounting. Mr. Curtin is a member of the Estate Planning, Probate, and Trust Section of the Ohio State Bar Association, and is a member of the Ohio State Society of CPAs. He earned his B.S. degree from Miami University and his J.D. degree from Capital University Law School.

JEFFREY D. MACKEY is a partner in the Westerville, Ohio, law firm of Fusco, Mackey, Mathews & Gill, LLP. His practice is concentrated in the areas of estate planning and probate. He is a frequent speaker in the areas of estate planning and probate, and has previously taught for National Business Institute and the Institute for Paralegal Education. Mr. Mackey earned his B.A. degree from The Ohio State University and his J.D. degree from The Ohio State University College of Law.

BRITTANY M. PACE is an attorney at Carlile Patchen & Murphy LLP with offices in Columbus and Dublin. Ms. Pace is a part of the family wealth and estate planning practice group. She primarily focuses on estate planning, probate, trust and estate administration, and elder law. Ms. Pace is a member of the American Bar Association, Ohio State Bar Association, Ohio Women’s Bar Association, and Columbus Bar Association. She is also an accredited attorney with the U.S. Department of Veteran Affairs. Ms. Pace serves on the Board and as Secretary of Veteran Companion Animal Services (VCAS). She received her undergraduate degree in finance from The Ohio State University and her law degree from The Ohio State University Moritz College of Law.

KATRINA L. WAHL is an attorney in the law firm of Shipman, Dixon & Livingston Co LPA, where she practices business and corporate law, probate and estate planning. In her prior practice, Ms. Wahl was a complex business litigation attorney, focused primarily on privacy and class action litigation and eDiscovery. She is licensed to practice law by the Supreme Court of Ohio and the U.S. District Court for the Southern District of Ohio. Ms. Wahl is a member of the Ohio State, Dayton and Miami County bar associations, where she participates in various committees, and was recognized as the Young Professional of the Year by the Tipp City Chamber of Commerce in 2012. She earned her B.A. degree from DePauw University, where she was a member of the Management Fellows Honors Program, and her M.A. and J.D. degrees, cum laude, from the University of Notre Dame, where she served as the executive articles editor for the Journal of College and University Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890


Accreditation Details:

National Association of Legal Assistants, Inc.

N LA: 6.00 Includes - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.

National Federation of Paralegal Associations, Inc.

N PAR: 6.00 Includes - Ethics: 1.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.

Ohio Certified Paralegals

OH OHPA: 6.00 Includes - Ethics: 1.00
This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

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How To Order

Web: Order Now
Call: 800.793.5274
Fax: 715.835.1405
Mail: IPE
P.O. Box 3067
Eau Claire, WI 54702