Formal or Full Probate Administration

This course describes the process of probate and the general responsibilities of the Personal Representative.

Formal Probate Process

Opening process and timing
Lesson 1 of 3 within section Formal Probate Process. You must enroll in this course to access course content.
Administration process and timing
Lesson 2 of 3 within section Formal Probate Process. You must enroll in this course to access course content.
Closing process and timing
Lesson 3 of 3 within section Formal Probate Process. You must enroll in this course to access course content.

Assets in Formal Probate

Estate Checking Account
Lesson 1 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Homestead
Lesson 2 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Exempt Assets
Lesson 3 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Collecting assets
Lesson 4 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Tangible Personal Property
Lesson 5 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Stocks and Bonds
Lesson 6 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
IRAs
Lesson 7 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.

Creditors in Formal Probate

Known Creditors
Lesson 1 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Unknown Creditors
Lesson 2 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Who gets priority or paid
Lesson 3 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Objecting
Lesson 4 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.

Personal Representative

Summary of Duties
Lesson 1 of 4 within section Personal Representative. You must enroll in this course to access course content.
Fees and expenses
Lesson 2 of 4 within section Personal Representative. You must enroll in this course to access course content.
Taxes
Lesson 3 of 4 within section Personal Representative. You must enroll in this course to access course content.
Fiduciary Duties
Lesson 4 of 4 within section Personal Representative. You must enroll in this course to access course content.

Record Keeping

Tax Records
Lesson 1 of 4 within section Record Keeping. You must enroll in this course to access course content.
Accounting
Lesson 2 of 4 within section Record Keeping. You must enroll in this course to access course content.
Time Records
Lesson 3 of 4 within section Record Keeping. You must enroll in this course to access course content.
Principal and Income records
Lesson 4 of 4 within section Record Keeping. You must enroll in this course to access course content.

Distribution

Intestacy
Lesson 1 of 5 within section Distribution. You must enroll in this course to access course content.
Will
Lesson 2 of 5 within section Distribution. You must enroll in this course to access course content.
Specific Gifts
Lesson 3 of 5 within section Distribution. You must enroll in this course to access course content.
Separate Writings
Lesson 4 of 5 within section Distribution. You must enroll in this course to access course content.
In Kind or cash
Lesson 5 of 5 within section Distribution. You must enroll in this course to access course content.

Interaction with Trusts

Pour Over Wills
Lesson 1 of 2 within section Interaction with Trusts. You must enroll in this course to access course content.
Trusts as an asset
Lesson 2 of 2 within section Interaction with Trusts. You must enroll in this course to access course content.

Litigation

Contesting the Will
Lesson 1 of 2 within section Litigation. You must enroll in this course to access course content.
Performance and Fees
Lesson 2 of 2 within section Litigation. You must enroll in this course to access course content.

Course Information

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Course Instructor

Lance McKinney Lance McKinney Author

Formal Probate Process

Opening process and timing
Lesson 1 of 3 within section Formal Probate Process. You must enroll in this course to access course content.
Administration process and timing
Lesson 2 of 3 within section Formal Probate Process. You must enroll in this course to access course content.
Closing process and timing
Lesson 3 of 3 within section Formal Probate Process. You must enroll in this course to access course content.

Assets in Formal Probate

Estate Checking Account
Lesson 1 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Homestead
Lesson 2 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Exempt Assets
Lesson 3 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Collecting assets
Lesson 4 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Tangible Personal Property
Lesson 5 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
Stocks and Bonds
Lesson 6 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.
IRAs
Lesson 7 of 7 within section Assets in Formal Probate. You must enroll in this course to access course content.

Creditors in Formal Probate

Known Creditors
Lesson 1 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Unknown Creditors
Lesson 2 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Who gets priority or paid
Lesson 3 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.
Objecting
Lesson 4 of 4 within section Creditors in Formal Probate. You must enroll in this course to access course content.

Personal Representative

Summary of Duties
Lesson 1 of 4 within section Personal Representative. You must enroll in this course to access course content.
Fees and expenses
Lesson 2 of 4 within section Personal Representative. You must enroll in this course to access course content.
Taxes
Lesson 3 of 4 within section Personal Representative. You must enroll in this course to access course content.
Fiduciary Duties
Lesson 4 of 4 within section Personal Representative. You must enroll in this course to access course content.

Record Keeping

Tax Records
Lesson 1 of 4 within section Record Keeping. You must enroll in this course to access course content.
Accounting
Lesson 2 of 4 within section Record Keeping. You must enroll in this course to access course content.
Time Records
Lesson 3 of 4 within section Record Keeping. You must enroll in this course to access course content.
Principal and Income records
Lesson 4 of 4 within section Record Keeping. You must enroll in this course to access course content.

Distribution

Intestacy
Lesson 1 of 5 within section Distribution. You must enroll in this course to access course content.
Will
Lesson 2 of 5 within section Distribution. You must enroll in this course to access course content.
Specific Gifts
Lesson 3 of 5 within section Distribution. You must enroll in this course to access course content.
Separate Writings
Lesson 4 of 5 within section Distribution. You must enroll in this course to access course content.
In Kind or cash
Lesson 5 of 5 within section Distribution. You must enroll in this course to access course content.

Interaction with Trusts

Pour Over Wills
Lesson 1 of 2 within section Interaction with Trusts. You must enroll in this course to access course content.
Trusts as an asset
Lesson 2 of 2 within section Interaction with Trusts. You must enroll in this course to access course content.

Litigation

Contesting the Will
Lesson 1 of 2 within section Litigation. You must enroll in this course to access course content.
Performance and Fees
Lesson 2 of 2 within section Litigation. You must enroll in this course to access course content.
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