Estate Administration 101


CLE Credits earned: 2 GEN

This course provides an overview of estate administration basics. Attendees can expect to leave with a general understanding of the probate process, and will learn practice tips for evaluating client cases, helping clients gather estate information, and will receive sample documents. It also includes bonus tips for dealing with leads that want to use do-it-yourself tools instead of hiring a lawyer.

Key topics to be discussed:

•   Tips for client meetings
•   The importance of fee agreements
•   How to locate information
•   The difference between formal and informal proceedings
•   What are the laws intestacy? How do they apply in an estate administration?
•   The procedure for a Determination of Heirs within an Administration of an Estate
•   Dealing with multiple states
•   Client in-intake and written fee agreements
•   Locating estate information: tips and tricks
•   Formal vs. Informal Probate
•   Intestacy – when there is no Will
•   Dealing with multiple states

Date / Time: December 4, 2018

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: October 17, 2018

Thais Amaral Tellawi, Esq. founded Amaral Tellawi Law, in Houston, Texas, a boutique family-owned law firm representing domestic and international individuals, families, and the owners of privately-held and family-owned companies in the areas of estate planning, business, and real estate.

Thais enjoys educating people about estate planning, and seeing her clients achieve peace of mind. She has spoken at more than 40 seminars on topics related to her areas of practice, including trust and estate planning, wills, probate, estate administration and guardianship.

Prior to her legal career, Thais served her clients as a financial advisor; helping them develop appropriate financial strategies. This unique and multi-faceted knowledge of clients’ financial needs, along with a firm belief in estate planning education, helps Thais stand out to clients as a trusted advisor who speaks a language that people understand.

Thais takes pride in helping clients to successfully traverse the different challenges in wealth generation, wealth growth, and wealth preservation. She is guided by the principle that trust and estate planning are significant undertakings, ultimately for the benefit of those people and causes we love. We help our clients do it for them.

Thais received her Bachelor of the Arts in Corporate and Organizational Communication from the University of Houston and her Juris Doctorate from Texas Southern University.

Thais was selected by her peers to be included in Houstonia Magazine’s December 2016 and 2017 issues as a Top Lawyer in the areas of Wills, Trusts and Estates. Thais was recently named as a Rising Star in the Super Lawyers 2018 list. Thais was previously nominated for the 40 Under 40 Awards produced by the Houston Business Journal. In 2015, Amaral Tellawi Law was a finalist in the running for Texas Family Business of the Year by the Baylor University’s Institute for Family Business.

Thais serves on the Leukemia and Lymphoma Society’s Leadership Committee.

Thais was born and raised in Campinas, Brazil, and she is fluent in Portuguese, and has good working knowledge of Spanish. She is married to Saeed, who is also a managing member of the firm. They just welcomed their first child, Sasha. In her spare time, Thais enjoys reading, traveling, and spending time with family. She loves her dogs, Gary, and Daphne. She hopes to one day set-up a farm for animal rescue.

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Section I. Getting Started
a) First Meeting with the Family or Client
        i. Initial Call
        ii. Questionnaires
        iii. In-Person Meeting
        iv. Attorney Gathers Information
b) Written Fee Agreement

Section II. Locating Information
a) Tax Appraisal District
b) Grantor and Grantee Searching in the County’s Real Property Records

Section III. Estate Administration when there is a Will
a) Formal Proceedings
b) Informal Proceedings

Section IV. Estate Administration when there is No Will
a) Venue, Survival Requirements
b) Who are the heirs?
c) The Application
d) Appointment of Attorney Ad Litem
e) Citation
f) Hearing
g) Certificate or Affidavit of Service
h) Requirements when there is an Administration within a Determination of Heirs

Section V. Dealing with Multiple States
a) File probate proceeding with Foreign Will
b) Record documents from a Foreign State Probate

Bonus material: Do-it-Yourself-Documents – Why I tell my Clients: “Just don’t.”