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Executor Essentials: Probate Procedures

Business

Executor Essentials: Probate Procedures

Course 40758A · 2 hrs · CPA

Wrapping up an estate requires navigating formal legal processes that vary by size and circumstance. This course covers payable-on-death asset claims, simplified procedures available for small estates, and the full regular probate process—including what happens when the named executor is unavailable or from out of state. It also addresses business continuity during probate, Medicaid recovery claims, and Texas-specific considerations. CPAs and tax professionals who support clients through estate settlement will gain practical insight into how probate concludes and where legal counsel is most critical.

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

CPE requirements: See your state's CPE requirements

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Executor Essentials: Probate Procedures
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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).

Courses and Formats:

We currently offer 360 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.

Pricing:

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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All courses completed with a passing score are automatically reported to the IRS as long as you have provided your PTIN number to us. Courses are reported every business day, but please note that the IRS may take up to 48 hours to post recently reported credits in your PTIN account online.

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License Information:

NASBA Sponsor ID: 143718

IRS CE Provider ID: TJTMJ

Website: https://pacificcpe.com
Frequently Asked Questions

No, your credits will never expire. You can use your credits anytime to select and complete any course in our library.