PRL 167 - Probate Procedure

1. Define probate
2. Draft a will
   1. Define will
   2. Review various possible provisions
   3. Develop plan for distribution
   4. Compile information
   5. Select appropriate format
3. Explain intestate succession
   1. Define intestate succession
   2. State source of rules
   3. Describe effect of intestacy
4. Contrast alternate methods of property succession
   1. Prepare descriptions for use of will and intestacy
   2. Describe tax consequences
5. State requirements for valid will
6. Define codicil.
7. Outline steps in probate procedure
8. Describe opening of estate
   1. Define probate estate
   2. List documents necessary
9. Evaluate creditors’ claims
   1. Define creditor
   2. List sources of payment
   3. Name source of obligation
   4. Explain effect of denial
10. Draft motion to sell property
    1. Describe reason for sale
    2. Explain reason motion is necessary
    3. List necessary information
    4. Select appropriate format
11. Prepare estate inventory
    1. Define estate inventory
    2. Select necessary form
    3. List required information
12. Prepare preliminary inheritance tax report
    1. Select necessary form
    2. List required information
    3. Calculate inheritance tax
13. Describe closing of estate
    1. List necessary documents
    2. Identify result of closing
14. Outline alternate methods of estate administration
    1. Describe procedure for small estates
    2. Describe procedure for summary administration