my aunt's attorney is sending me documents for probate why

by Leann Fritsch 10 min read

Do I have to be notified if my aunt or uncle dies?

Sep 03, 2019 · Step 1: Open Probate. An executor can’t jump right in and start passing along family heirlooms and inheritances. The first step is filing a petition with the probate court to open the process and “prove” the will. Until that happens, …

Can I inherit from my aunt or uncle if their spouse abandoned them?

Dec 11, 2019 · Her son, my cousin has blocked me from communications. He had a brother he passed away and his son (deceased brother) is incarcerated. The bank of the property is willing to allow me to action on the property if i provide letters of administration; my mother and i had paid for the funeral costs and i have the certified death certificate.

Do you need an attorney when aunt Melba dies?

1. Probate court is necessary if the will is deemed invalid for one of these reasons: Improper Execution – it wasn't written clearly or it was not a legal will. Mental Incompetence – the deceased was not mentally competent when he or she …

Can an attorney take on a probate case?

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 ...

What to do if my spouse dies?

If the deceased’s spouse is still alive, you may need to contact the utility companies — like gas, water, electric, trash pickup, etc — to change the name on the account. If the deceased’s spouse is not alive, you’ll need to notify the utility companies of the death and ask that they send all future bills to you. Once you’ve handled the deceased’s home (for instance, selling it), you can contact the utility company to shut off the utilities.

Who is the heir at law?

An heir-at-law is the deceased’s next of kin, and they are required to be notified whether there is a will or not — even if they’re specifically not named in an existing will.

Do you have to notify all the people listed above in probate?

You’re required to notify all those individuals (or entities) listed above as part of the probate process. But in the meantime, you’re also managing the estate. And that will likely involve a lot of additional notifications.

What is a named beneficiary?

Named beneficiaries are exactly what they sound like — those people named in a valid will. Whereas heirs-at-law are always family members, a named beneficiary could be a neighbor, a friend, or even an institution.

Do you have to place an ad in the local newspaper?

Most states require you to place an ad in the local newspaper letting creditors and interested parties know about the deceased’s death. You’ll likely also be required to do a bit of due diligence to determine what the deceased owed and to whom.

What to do if someone dies on Social Security?

If the deceased was receiving social security benefits, then you’ll need to contact the Social Security Administration to notify them of the death. If benefits were being direct deposited, contact the bank and request that they return any payments received after the deceased’s death.

Do you have to notify the executor of a will?

Some you’ll be required by the probate court to notify, and others you’ll need to notify in the course of administering the estate.

When is probate required?

Probate is required if the assets were owned as a Tenant in Common or Joint Tenancy. What this means if the deceased owned property jointly with another person, such as in the case of a common law marriage, then probate is required to ensure that the deceased's share of the property is properly distributed to legal heirs.

Why do you have to go to probate court?

There really are only five reasons why you'd have to go to probate court to either make your claim on the deceased's assets or to prove that you are a legal beneficiary. If any one of the following applies to you or to the deceased, then you might want to consult a probate attorney. 1. Probate court is necessary if the will is deemed invalid ...

What happens if you don't have a will?

2. Probate is required if the deceased didn't have a Last Will and Testament. If there is no will, then there has to be a legal and equitable probate court process for distributing the deceased assets and for transferring the title of probate property. The only way to do this is with probate. 3.

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.

What Does a Probate Attorney Do?

Also known as a probate lawyer, probate attorneys are hired to help settle an estate. After the death of a loved one, their Estate Plan dictates the next steps. If they have a Will, probate will be necessary. Trusts won’t go through probate, which can sometimes make the process a bit less complicated and much more private.

Do I Need a Lawyer for Probate?

Whether or not you need a probate lawyer will depend on multiple factors and scenarios. You’ll want to consider things like:

Questions to Ask a Probate Attorney

If you do end up using a probate attorney, there are a few things you should know before retaining one. Asking questions up front will ensure there are no (costly) surprises along the way. Use the following list to help you find an attorney who will be the right fit for your exact needs.

What to do if someone dies without a will?

Without a trust or will, someone must initiate the process on behalf of the loved one’s estate to determine the heirs. The person initiating the process may request, through an attorney, ...

What is a valid will?

Generally, to have a valid will, a person must have had the ability to understand that the person was intentionally creating a will or trust. In other words, the person wanted to write a will and leave instructions for how the person’s money and property should be given when he or she dies.

What to do before signing a waiver?

Before signing a waiver, you should talk to an attorney before you give up your rights. Also, executors and trustees may provide very complicated accountings or inventories of the estate or trust to the beneficiaries. The more complex the estate, the more complicated these accountings or inventories can become.

What happens if a person dies without a will?

If the deceased died without a signed will, the deceased died without a will. No one else can sign it on their behalf, and the estate will be managed in accordance with that state’s laws of intestate succession. Take action to manage the estate prior to being appointed as executor by the court.

What can an executor do?

As the executor of an estate, you are responsible for managing the probate process, which means you’ll be interacting with the probate court and making decisions about the handling of probate assets. You will: Open probate with the court. Identify the deceased’s assets. Provide notice to heirs and interested parties.

Can an executor do anything?

So an executor can't do anything that intentionally harms the interests of the beneficiaries. As an executor, you cannot: Do anything to carry out the will before the testator (the creator of the will) passes away. Neither the executor nor the beneficiaries have any rights with regard to the estate before the testator passes away.

Can a beneficiary contest a will?

He can file a petition with the court contesting the will if he’s an heir-at-law, but you have no authority to make changes to the will. When beneficiaries or heirs contest the will, it’s never fun for the executor. However, it’s their right to do so, and you can’t stop them.

Can an executor act against a will?

There are limits on what an executor can and cannot do. If you’ve been named an executor, a couple basic rules of thumb are that you can’t do anything that disregards the provisions in the will, and you can’t act against the interests of any of the beneficiaries. Sounds pretty straightforward, right?

Is an adopted child considered a biological child?

Children are presumed to be biological children if they were born during the marriage or have your aunt or uncle’s name on their birth certificate. Adopted children of your aunt or uncle are considered their children. Step-children or foster children are not considered their children.

Can you win a will contest?

You can win a will contest if you can prove that your aunt or uncle either did not have the mental capacity to make a will, was unduly influenced into making the will or the will was not made correctly.

Is common law marriage legal in New York?

Common-law marriage is not valid in New York, but may be valid in a different state. What should I do if I need an estate and probate lawyer for my aunt or uncle’s estate? You can contact the Law Offices of Albert Goodwin, an attorney familiar with nieces and nephews inheritance laws.

Heirs-At-Law

Named Beneficiaries

  • Named beneficiaries are exactly what they sound like — those people named in a valid will. Whereas heirs-at-law are always family members, a named beneficiary could be a neighbor, a friend, or even an institution. They need to be made aware that the deceased has died and that the deceased has left them a portion of the estate.
See more on ez-probate.com

Creditors

  • Most states require you to place an ad in the local newspaper letting creditors and interested parties know about the deceased’s death. You’ll likely also be required to do a bit of due diligence to determine what the deceased owed and to whom. If you identify specific creditors through that process, you’ll need to notify them.
See more on ez-probate.com

Potential Notifications

  • You’re required to notify all those individuals (or entities) listed above as part of the probate process. But in the meantime, you’re also managing the estate. And that will likely involve a lot of additional notifications. Depending on the specifics of the decedent’s life and death, you may need to notify:
See more on ez-probate.com

The U.S. Postal Service

  • If the deceased’s spouse is no longer living, you will likely want to transfer the deceased’s mail to your own address to make managing the estate more efficient.
See more on ez-probate.com

An Employer

  • If the deceased’s employer is unaware of their death, they’ll need to be notified as soon as possible.
See more on ez-probate.com

The Social Security Administration

  • If the deceased was receiving social security benefits, then you’ll need to contact the Social Security Administration to notify them of the death. If benefits were being direct deposited, contact the bank and request that they return any payments received after the deceased’s death.
See more on ez-probate.com

The Veterans’ Administration

  • As with social security benefits, if the deceased was receiving veterans’ benefits, you’ll need to notify the Veterans’ Administration. They may also provide certain death benefits, so find out whether the deceased qualifies for those.
See more on ez-probate.com

Utility Companies

  • If the deceased’s spouse is still alive, you may need to contact the utility companies — like gas, water, electric, trash pickup, etc — to change the name on the account. If the deceased’s spouse is not alive, you’ll need to notify the utility companies of the death and ask that they send all future bills to you. Once you’ve handled the deceased’s home (for instance, selling it), you can contact t…
See more on ez-probate.com

Membership Organizations

  • Notify any membership organizations — especially those with dues — that the deceased was a part of. Request cancellation of the membership.
See more on ez-probate.com