A Date With Probate

Description

PMAR Summer School
(No Homework, Just Results)

Included with your PMAR membership

A Date With Probate: Navigating Death, Title & Probate Issues in Real Estate Transactions

This virtual class demystifies probate for real estate professionals by exploring what probate is, when it may be required, and the key steps involved. Attendees will learn how probate impacts title and conveyancing, and what happens when no probate is opened. The course will also cover survivorship estates, trusts, and other probate-avoidance tools to help you confidently navigate death-related real estate transactions.

Topics Include:

• Wills and probate basics
• Personal Representative authority
• Probate conveyances and title issues
• Transfer on Death Deeds (TODDs)
• Trusts and estate affidavits
• Vesting and survivorship rights
• Intestate succession
• Common underwriting and escrow concerns

Designed specifically for real estate professionals, this course provides practical knowledge agents can use to better serve clients and navigate estate-related transactions more confidently and professionally.

1.5 Oregon CE Credits

Instructor:  
Matt Sandler
Senior Vice President, Legal and Underwriting Counsel, WFG National Title Insurance Company

During his more than twelve years with WFG, he has served in a variety of legal and underwriting roles, including Commercial Closing Counsel, National Claims Counsel, and Corporate Counsel for its parent company, Williston Financial Group.

Matt specializes in both commercial and residential real estate transactions and is a frequent speaker at continuing education programs and industry seminars. He also taught Property Transactions at Lewis & Clark Law School for several years as an adjunct law professor.

Prior to law school, Matt worked in the real estate finance industry as an investment analyst, advising investors on specialty financing, asset performance, and investment strategy. He remains active in the real estate community, serves on several industry boards, and is admitted to practice law in both Oregon and Washington.