how do i figure out attorney for probate

by Dr. Kian Hyatt DVM 4 min read

You should first start by gathering the names of potential attorneys. If you know any attorneys in the area, that is a good place to start. The attorney you know may practice in probate or may be close to an attorney who does. You can also use the internet to find an attorney.

Full Answer

What are some questions to ask a probate attorney?

What is a Probate Attorney. A probate attorney is a state-licensed lawyer who can help the Executor of a Will (if one was appointed) or the beneficiaries of an estate get through probate as they work to settle an estate. Their services could typically include everything from finding and inventorying assets of the estate, to understanding and ...

Will you need to hire a probate lawyer?

You can also use the internet to find an attorney. Do not type in “probate attorneys” as this will call up a million results. Rather, type in “probate attorney in ___ [your town] Florida.” Look for lawyers who practice primarily in probate and estate planning. A lawyer who specializes is better than a “jack of all trades” type of firm or lawyer.

How much do lawyers charge for probate?

Mar 09, 2022 · You need to hire a probate attorney based on the type of estate plan your decedent has set up for you. When they have a will, trust, or both, you need to hire a probate law consultant. Based on the size of the asset, you may need to hire a probate attorney. If there is any contentious beneficiary, you need to hire a probate attorney.

What are some basic costs related to probate?

Jan 09, 2020 · The estate is being contested. The estate is being probated in a state that requires an attorney by law — Florida, Texas, Missouri, and Mississippi. In Florida, no attorney is required when (a) the assets (not including the home) are under $75,000, or (b) the deceased passed away more than 2 years ago, or (c) there is only one heir.

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How much does a probate attorney cost?

Attorney fees for a simple estate are generally between $3,000 and $7,000. While that cost is technically the estate’s responsibility, any money that is spent reduces the amount available for heirs.

What are the steps of probate?

Whether a valid will exists or doesn’t exist, the basic steps of the probate process are the same: Petition the court to become the legal representative (executor or administrator) Notify heirs and creditors of the opening of an estate. Change legal ownership of assets from the deceased to the estate. Pay funeral expenses, taxes, and debts.

How to probate an estate?

If you’re managing an estate like these, you don’t need to hire a probate attorney: 1 The estate is simple, with common assets like property (a house), bank accounts, investments, etc 2 The estate is a small estate that is eligible for simplified probate procedures. Click here to find out more about probating a small estate. 3 All the interested parties agree on the basic points — that the will is valid, who the executor will be, or if there is no will, who the administrator will be and how assets should be managed and distributed 4 The estate has enough assets to pay its debts 5 The estate isn’t going to owe estate taxes (either state or federal). Most estates that are large enough to owe federal estate tax would be complex enough to benefit from an attorney, but some states have relatively low estate tax exemptions. 6 Probate isn’t required because all assets are being transferred automatically, through joint ownership, payable on death accounts, or living trusts. Check out our article on which assets go through probate.

What is probate in a will?

Probate is a fancy word for the process of proving the validity of a will. A probate judge reviews the will, appoints the executor, and oversees the payment of debts and distribution of assets in accordance with the terms of the will.

What does it mean when an estate is insolvent?

The estate is insolvent, meaning it doesn’t have enough assets to cover its debts and taxes. The estate is being contested. The estate is being probated in a state that requires an attorney by law — Florida, Texas, Missouri, and Mississippi.

Does an estate have to pay taxes?

The estate has enough assets to pay its debts. The estate isn’t going to owe estate taxes (either state or federal). Most estates that are large enough to owe federal estate tax would be complex enough to benefit from an attorney, but some states have relatively low estate tax exemptions.

Do estates require an attorney?

As you can see, the majority of estates don’t require an attorney. While hiring an attorney could provide some peace of mind that the probate process is being handled appropriately, that’s some expensive security. And there are other ways to make sure you’re on the right track.

Total Fees Charged by Estate Administration Lawyers

In our survey, more than a third of readers (34%) said that their lawyers received less than $2,500 in total for helping with estate administration. Total fees were between $2,500 and $5,000 for 20% of readers, while slightly more (23%) reported fees between $5,000 and $10,000.

How Lawyers Charge for Probate and Other Estate Administration Work

The total fees that estates paid for legal services were based on one of three types of fee arrangements charged by attorneys for probate and other estate administration work: hourly fees, flat fees, and fees based on a percentage of the estate’s value.

Free Consultation With Probate Lawyers

More than half (58%) of the probate attorneys in our national study reported that they offered free consultations. The typical time for these initial meetings was 30 minutes, though the overall average was higher (38 minutes).

What does an estate lawyer do after death?

At the end of life, an probate lawyer helps to settle all affairs.

What is the difference between a probate lawyer and an estate lawyer?

A probate lawyer deals with the process of estate administration following a person’s death. An attorney working as an estate planning attorney is tasked with helping clients prepare trusts, wills, and other relevant documents before or during their lifetime to ensure that their estates are given proper attention after they die.

Can the executor of the estate take everything?

An executor is a fiduciary to the estate beneficiaries, not necessarily a beneficiary.

How much do they charge for a probate lawyer?

When choosing an attorney, one thing people often don’t realize about their bill until after signing on the dotted line is just what form billing might take: flat fee, hourly rate, or contingency-based compensation (wherein only if there’s success does the lawyer receive money).

How does one fire a probate attorney?

If you are the executor of the estate, there is nothing stopping you from firing an attorney. If not, then your best option may be to convince her or him to choose another lawyer. This cannot happen if they refuse and might have more luck petitioning in court for their desired outcome.

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How to start probate?

How to Begin Probate. Probate begins by someone filing a petition to open probate with the court. This is generally the county court where the decedent was living when they died.

What is probate court?

This is generally the county court where the decedent was living when they died. It may also be the county where the majority of their property is located. A few states have their own probate court, which is separate from the county court. The person who files may be the executor of the estate or an heir.

What does probate mean for an estate?

Probate is a legal term for dissolving an estate – with or without a will.

Is being an executor a time consuming process?

Being an executor or personal representative is an often complicated, time-consuming task in the probate process. It can take up a great deal of their time, especially if the estate is vast. Many states have time limits on when certain actions must be completed to ensure probate continues to move forward.

What is the job of executor of a deceased person?

Another job for an executor which must be completed right away is to notify any creditors of probate. Even though the person has died, their estate is responsible to pay those debts. Some states require the executor to mail notification to all known creditors while other states allow for publication in a local newspaper to be sufficient.

What happens if you miss a payment deadline?

If they miss the deadline, they may not receive payment. If the executor disputes the validity of the claim, they may refuse to pay the debt. If the creditor wishes, they can file with the probate court, allowing the court to decide if the debt is legitimate. Take Inventory and Secure Assets.

What happens when the executor of an estate pays the debts?

Once the executor has taken all the steps required to pay the debts of the estate and transfer the assets, they will usually need to provide an accounting to the probate court. This accounting shows the details of what was paid, what was sold, and other expenses. When the court approves the accounting, probate may be closed.

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Petition The Court

  • In order to start the probate process with or without an attorney, you will need the following: 1. Probate petition 2. Death certificate 3. Valid will (or know for sure there is no will) The probate petition is a specific set of probate forms the court requires to open an estate. The petition tells the court who died, who is applying to be the executor (If there is no will, that person is called an …
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Notifying Heirs, Creditors, and Interested Parties

  • The next step in probating a will with or without an attorney is to notify all the parties of the action. Initially, the court will ask for proof that heirs (will or intestate) and any interested party were notified. An interested party is anyone that has an interest in the estate (heir) or anyone who files with the court as an interested party. Note that an interested party doesn't have to be a relative; t…
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Changing Legal Name of Assets

  • After the appointment and notices are complete, you will need to change the name of all the assets from the deceased's name to "The Estate of [The Deceased]." Bank accounts and investments are usually the easiest. With the letters of testamentary / administration (official court papers that grant the executor or administrator legal authority), you can instruct al…
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Paying Creditors, Taxes, Expenses, and Heirs

  • It is very important that you do not pay any funds to heirs until you have paid all estate expenses or know for sure that you have sufficient funds to pay all expenses. The priority of payments is as follows: 1. Funeral Expenses 2. Taxes (Federal, State, Local) 3. Estate expenses 4. Heirs If the estate will take significant time to settle due to the complexity of the assets, you can petition th…
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Reporting to The Court and Closing The Estate

  • The last step in probating an estate with or without a lawyer is to inform the court of your actions and petition the court to close the estate. This step involves providing a final accounting (some courts provide a template; others require you to do it all yourself) which informs the court of all the assets gathered, expenses incurred, and assets distributed to heirs. Should any assets be lef…
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