Get the Forms and Guidance You Need to Complete Probate
Don't reinvent the wheel when it comes to probate documents and forms! This practical legal course offers sample estate inventory forms, tax returns, notices of proposed action, and more. Get a jump-start on your first (or next) case - register today!
Learn what must be included in the final accounting and what can be omitted.
Review sample tax returns to improve your document navigation skills.
Finalize probate with practical tips for completing the estate closing documents.
Estate Inventory: Valuing and Recording Assets
Final Accounting: What Must and Should be Included
Tax Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)
Estate Closing and Distribution Documents: Notices of Proposed Action, Petition to Discharge Fiduciary, and More
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for up to 3.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction. No more than 12.0 hours of approved self-study CLE credit may be earned for a biennial reporting period.
RAY CASEY is an attorney and counselor at law. Mr. Casey has significant experience in helping clients create living trusts, wills, and other essential estate planning documents. He is a member of the Ohio State Bar Association, The Florida Bar, the Cleveland Estate Planning Council, and the National Network of Estate Planning Attorneys. Mr. Casey received his B.A. degree from Walsh University in 2011 where he majored in both accountancy and finance. He earned his M.B.A. degree from the University Of Akron College of Business Administration, and his J.D. degree from the University of Akron School Of Law.
JARED HOOVER is an attorney with David J Simmons & Associates, LLC. He practices in the areas of estate planning, trusts, and probate. Mr. Hoover is a certified public accountant. He earned his B.S. degree from Case Western University and his J.D. degree from Case Western University School of Law.
KEVIN S. LIPMAN is a partner of the firm Spitz & Lipman, LLC, Cleveland, Ohio where he practices in the areas of elder law, estate planning, estate and trust administration, guardianship administration, special needs and Medicaid planning, real estate, and small business succession planning. Mr. Lipman is admitted to practice in Ohio and Illinois. He is volunteer attorney with Adult Guardianship Services and speaks frequently on issues of special needs planning with a focus on families with children on the autism spectrum. Mr. Lipman earned his B.A. degree from the University of Kansas in political science and his J.D. degree from The University of Illinois Chicago-John Marshall School of Law. He is a member of the Ohio State and Illinois State bar associations, and member of the Estate Planning, Trust, and Probate sections of the Ohio State and Cleveland Metropolitan Bar associations.
BRYAN C. PALMER is an attorney at the law firm of Williams Allen Casey LPA, in Independence, Ohio. Mr. Palmer concentrates his practice in the area of estate planning, probate, and real estate transactions. He received his J.D. degree from Cleveland-Marshall College of Law, and received his B.A. degrees, cum laude, from The Ohio State University. Mr. Palmer is a member of the Estate Planning Council of Cleveland, the Ohio State Bar Association, and the Probate and Estate Planning Section of the Cleveland Metropolitan Bar Association.
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