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Executor Essentials: Intestate Estates and Taking Inventory of Assets

Business

Executor Essentials: Intestate Estates and Taking Inventory of Assets

Course 40754A · 2 hrs · CPA

When someone dies without a will, the rules change significantly. This course explains how intestate succession works and what executors and administrators must do when no valid will exists. It then transitions to the essential task of inventorying estate assets, covering what counts, how to locate and document property, and when expert appraisals are needed. Professionals advising clients through estate administration will benefit from understanding how asset identification lays the foundation for probate, tax filings, and eventual distribution.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Executor Essentials: Intestate Estates and Taking Inventory of Assets
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

Who We Serve:

CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

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We currently offer 224 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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Pay-as-you-go credit packs — no subscription required. Packs range from $64.50 (16 credits) to $224.50 (80 credits), which works out to $2.81–$4.03 per credit hour, or roughly $5.62–$8.06 per 2-hour course at pack rates. Credits never expire and can be used on any course in the library.

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