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Counseling Clients through Estate Administration: A Practical Toolkit for Attorneys

(343 reviews)

Produced on December 18, 2020

Taught by
$ 89 Wills, Trusts, & Estates In Stock
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Course Information

Time 1h
Difficulty Intermediate
Topics covered in this course: Wills, Trusts, & Estates

Course Description

Many lawyers may think of an estate or trust in terms of “estate planning,” however, not all estate situations can be answered by an erudite knowledge of tax planning or court procedure. During the administration of a decedent’s estate, it is common for clients to look to their legal counsel for answers to more mundane, immediate, and tangible matters. Clients could ask for what they perceive to be “legal advice” in areas where attorneys might not have experienced such as: whether to open the decedent’s mail, how long the administration process ought to take, how to handle family dynamics, or what communications heirs should expect from the executor. This course will give the unique perspective of what occurs during the administration of an estate, as opposed to the common focus on what was intended by an estate plan. It will give lawyers practical tools to add value to their clients during what is frequently an emotional and trying time.

Learning Objectives:

  1. Identify common powers of the Personal Representative prior to formal court qualification
  2. Discuss ways that the grieving process can affect the estate administration
  3. Review the general arc and specific milestones of an estate administration
  4. Avoid “estate planning” mistakes that can affect the ultimate disposition of an estate

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Luke Young

Law Office of Luke Young, PLC

Luke is a graduate of Georgetown University, Walsh School of Foreign Service, where he earned his B.S. in Foreign Service. He received his Juris Doctor from Pennsylvania State University and was admitted to the Virginia State Bar in 2005. He also is an Honors Graduate of The Cannon Trust School. He has handled insolvent estates, family inheritance disputes, and multi-million dollar multi-generation trusts.

Luke serves in leadership roles for many civic and charitable organizations, including the Kiwanis Club of Roanoke, the Virginia Children’s Theatre (formerly the Roanoke Children’s Theatre), and the Roanoke Valley Estate Planning Council. His is a 33rd Degree Scottish Rite Mason and a member of First Christian Church of Roanoke.


John N.

The presentation was full of practical solutions to the problems encountered in the probate process. The importance of a "team effort" was stressed, along with anticipating that the client will be going through the grieving process.

Karen T.

Well done!

Brian K.


Thomas M.

Well prepared, very informative, excellent pace.

Michael F.

Good presentation.

Marc S.

Excellent. Really enjoyed it.

Valerie W.

Excellent class

Simon S.

Found the golden rules very helpful.

Robert J.

Well presented

Dax R.

Particularly useful at this time in my practice. Thank you.

John B.

Very helpful. Thanks

Jane D.

Easy to understand

Nora C.

The program was OK, not the best

Donald B.

excellent in all ways

Christopher T.

Thoughtful presentation!

Brian M.

Exceptionally well done! I definitely plan to recommend this class to others, especially those who rarely do estate matters.

Ronald R.

Luke Young did an outstanding job of covering a lot of territory in a short amount of time. Very thoughtful practice tips. Great job!!!

Jon P.

the presenter's tone was excellent. very professional and crisp. Too many presenters speak colloquially to fill time. this was crisp and detailed with useful information.

Letcher E.

Very informative seminar. I enjoyed the ease and style of the presenter.

Dave H.

Great presentation on the basics and the beginning of the probate process. Would have appreciate a bit more time on the middle and end of the probate process. Thank you.


Steve is a great presenter and instructor.

Afsaneh Lynne K.

Luke Young was a great speaker and teacher - this was one of the best, most informative classes I have taken with Lawline.

Earl B.

very practical approach and not rushed as so many are

Beth H.

Informative and easy to follow.

Elizabeth W.

Really interesting topic with a different perspective. I enjoyed it.

Helen K.

Excellent-great presentation.

Layne C.

great presentation. thanks.

Robert N.

excellent speaker

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