What does a probate attorney do?
A probate attorney, also known as an estate attorney or estate lawyer, plays a crucial role in probate, which is the legal procedure of managing and distributing a deceased person’s estate according to their will or state laws if there’s no will.
A probate attorney ensures that the probate process is conducted smoothly, legally, and per the deceased’s wishes or applicable laws, minimizing the potential for disputes and complications.
They guide executors and beneficiaries through the probate process, offering advice on legal and estate matters.
Prepare and fill out the necessary probate documents with the court to initiate and advance the probate process.
Help to inventory the deceased’s assets, assess their value, and manage the estate’s financial affairs.
Assisted in the notification of creditors, validating claims against the estate, and ensuring legitimate debts were paid.
If applicable, prepare and file estate taxes and advise on tax implications related to the inheritance and estate.
Facilitate the transfer of assets from the estate to the beneficiaries according to the will or state law.
Represent the transfer of assets from the estate to the beneficiaries according to the will or state law.
Probate attorneys also offer estate planning services, helping individuals prepare their wills, trusts, and other estate planning documents to streamline the probate process for their heirs.
Consultation
We believe that a solid client-attorney relationship is built on trust and clarity, and this meeting is the first step in establishing that foundation.
Engagement
An engagement letter outlines the terms of your arrangement with our firm, including the services to be provided, fees, and other essential details.
Communication
We maintain strong communication with you throughout your case. Don’t hesitate to get involved in the decisions and ask for updates.