probate in alabama when ther is no will or power of attorney

by Stacy Hudson MD 8 min read

Probate is the legal method for ensuring that the wishes of the deceased person are followed if there was a will or that the state laws are obeyed if no will exists. Is Probate Required in Alabama? Probate is necessary in Alabama except when the property passes straight to another person.

If you die in Alabama without a will, your assets will go to your closest relatives. Not all assets are involved — only those that would have passed through a will are affected by Alabama's intestate succession laws.Jan 3, 2020

Full Answer

How to open an estate for probate in Alabama?

According to Alabama Probate Code, probate must be filed within five years after the death of the owner of the estate. It may be filed by the person named as executor in the will or anyone named in the will or who has a financial interest in the estate. The will must be filed in the county where the person lived at the time of their death.

What happens if there is no will in Alabama?

There are several standard powers of attorney forms available, but it is important that you carefully consider the implications of such an important decision before executing a power of attorney. An experienced probate attorney can help guide you through the process, consider available alternatives, and provide consultation as to who you should ...

How to avoid probate in Alabama?

When There is No Will. It is a common misperception that the process of probate will not happen when a deceased person does not leave a will. This, in fact, is far from the truth. In cases of death with no will, the legal title to property will need to be transferred to the heirs; this will be done through the court's probate process.

What are the inheritance tax laws in Alabama?

The meaning of the authority granted to you is defined in the Alabama Uniform Power of Attorney Act, Chapter 1A, Title 26, Code of Alabama 1975. If you violate the Alabama Uniform Power of Attorney Act, Chapter 1A, Title 26, Code of Alabama 1975, or act outside the authority granted, you may be liable for any damages caused by your violation.

How do I file an executor of an estate without a will in Alabama?

File a Petition with the Alabama Probate Court The initial petition requests that the court appoint someone to act as personal representative. If the decedent did not leave a will, the document appointing the personal representative is called Letters of Administration.

Who inherits when there is no will in Alabama?

In Alabama, if you are married and you die without a will, what your spouse gets depends on whether or not you have living parents or children. If you don't, then your spouse inherits all of your intestate property.

Can probate be granted without a will?

Can I Get Probate When There Is No Will? You can't get a Grant of Probate but instead you'll get a document called a Grant of Letters of Administration. This is effectively the same thing and gives you the authority to administer the estate.

Does Alabama require probate?

Is Probate Required in Alabama? Probate is necessary in Alabama except when the property passes straight to another person. However, you have the possibility of a small estate probate, which is simpler than the full probate process.

What happens to your property if you don't have a will?

In most cases, your property is distributed in split shares to your "heirs," which could include your surviving spouse, parents, siblings, aunts and uncles, nieces, nephews, and distant relatives. Generally, when no relatives can be found, the entire estate goes to the state.Mar 29, 2019

How much does an estate have to be worth to go to probate in Alabama?

In Alabama, if an estate doesn't have any real property and the value doesn't exceed $25,000, after waiting 30 days, you can use what's known as a summary probate procedure.

Do I need probate if I have power of attorney?

It doesn't matter that you previously had authority to make decisions on their behalf, as it's not the same thing. So the fact that you had power of attorney has no influence over whether or not probate is needed.

How long to get a grant of probate?

After swearing an oath, the Grant Of Probate will be received by the probate registry in 3-4 weeks. After that, the process will take between 6 months to a year, with 9 months being the average length of time it takes to complete the process.5 days ago

Who decides if probate is needed?

Whose responsibility is it to get probate? If the person who died left a valid will, this will name one or more executors, and it is their responsibility to apply for probate. If there isn't a will, then inheritance rules called the rules of intestacy will determine whose responsibility it is to get probate.

How do you avoid probate in Alabama?

In Alabama, you can make a living trust to avoid probate for virtually any asset you own—real estate, bank accounts, vehicles, and so on. You need to create a trust document (it's similar to a will), naming someone to take over as trustee after your death (called a successor trustee).

How long does it take to probate an estate in Alabama?

six monthsHow long does probate take? A. By law, the probate of an estate in Alabama will take at least six months. This period gives creditors and others with a claim on the estate time to receive notice that the estate is being probated and to submit a claim.

What is probate in Alabama?

Probate in Alabama is similar to what happens in any other state. Certain processes must be followed to ensure the estate is handled according to the wishes of the deceased. The will is filed with the probate court in the county where the deceased resided.

How long does it take to file probate in Alabama?

How Long Do You Have to File Probate After Death in Alabama? According to Alabama Probate Code, probate must be filed within five years after the death of the owner of the estate . It may be filed by the person named as executor in the will or anyone named in the will or who has a financial interest in the estate.

What happens if there is not enough money in liquid assets to pay probate fees?

If there is not enough money in liquid assets to pay the fees or other debts, the executor will be responsible for selling other assets with the court’s approval.

What is the executor responsible for?

The executor is responsible for paying the debts of the estate and filing taxes. Once all debts have been paid, the executor can distribute the remaining assets and petition the court to close probate.

How long does a small estate have to be published?

The small estate act allows for the heir to receive the assets if the value of the estate is not more than $25,000, notice of the estate was published for one week, and all expenses have been paid or arrangements made.

Can an estate go to probate?

You can avoid having an estate go to probate if all assets are placed in a living trust. Any assets that pass directly to a beneficiary need not go through probate to transfer the ownership because it happens automatically. This type of asset includes life insurance policies with a named beneficiary.

Can you put your assets in a trust?

If you hire an attorney, you can place your assets in a living trust. Your beneficiaries who are named in the trust would receive the assets with no need for probate. If certain major assets, such as the family home, are owned jointly by spouses, the surviving spouse becomes the sole owner of the asset.

What happens if you die without a will in Alabama?

When an Alabama resident dies without a Last Will and Testament, the intestacy succession laws found in the Alabama Code will dictate who inherits the deceased person's probate estate. Below is a summary of the Alabama intestacy laws in various situations.

Who inherits the first $100,000 of probate estate?

Survived by a spouse and parent or parents and no descendants – In this case, the surviving spouse will inherit the first $100,000 of the probate estate, and the balance will be distributed one-half to the surviving spouse and the remaining one-half equally to the parents or all to the only surviving parent.

What happens if a deceased person is survived by a spouse?

Here is what will happen under the Alabama intestacy laws if the deceased person is survived by a spouse and/or descendants (children, grandchildren, great-grandchildren, etc.) and/or parents: Survived by a spouse and children all of whom are children of the spouse – In this case, the surviving spouse will inherit the first $50,000 ...

Can a relative leave non probate property in Alabama?

Your relative may have left non-probate property only, or the debts your relative owed at the time of death may exceed the value of the probate estate which will make the estate insolvent. If you're not sure about your legal rights as an intestate heir in Alabama, then consult with an Alabama probate attorney to be sure.

Can a deceased person be survived by a family member in Alabama?

The Deceased Person is Not Survived by Family. Here is what will happen under the Alabama intestacy laws if the deceased person is not survived by a spouse, any descendants (children, grandchildren, great-grandchildren, etc.) or their parents: Survived by siblings or descendants of siblings – In this case, the deceased person's siblings and ...

Who is the administrator of a will?

The person named as administrator is usually a close friend or family member who would likely have inherited many of the property and assets available if a will had been established. Because there is no will, there will also be no need for probate litigation since the terms of the will won't be contested.

What happens if you die without a will?

In cases of death with no will, the legal title to property will need to be transferred to the heirs; this will be done through the court's probate process. The same procedures of appointing an administrator, identifying beneficiaries and distributing assets will still occur.

What does "intestate" mean in a will?

Dying "intestate" is another way to refer to cases of deceased parties that failed to leave a will in their wake. When this is the case, state courts will take the appropriate steps necessary to ensure that the legal matters are still attended to.

What is a power of attorney?

What Is Power of Attorney? A legal term, power of attorney grants an individual known as the agent the right to act for another person, referred to as the principal. Depending on the case, a principal may appoint an agent to make decisions about their finances, legal rights, healthcare needs, or all of the above.

Who is appointed as executor of a will?

If the decedent failed to appoint an executor, the court will appoint one for them. In most cases, spouses and close family members are assigned the task of serving as a will’s executor.

What is the purpose of a last will and testament?

Choosing an Executor. Creating a last will and testament enables you to select someone to serve as executor. This person will be responsible for distributing your money and property according to the tenants of your will after your estate has gone through probate.

What can you do with a will?

By making a will, you can determine which property and belongings should go to your spouse, children, family, friends, and even pets. Additionally, you can request that sums of money be given to various charitable organizations or groups.

Who is Ryan Hodges?

Probate attorney Ryan Hodges is an experienced and highly regarded, and has helped hundreds of families navigate the probate process in Arizona. Contact our office below to get help with your case.

Can you freeze a person's bank account after death?

Individuals who hold power of attorney should note that banks and other financial institutions generally freeze a person’ s accounts upon their death. In other words, you will no longer be able to use your power of attorney rights if the principal is no longer living.

Do you have to pay off creditors before you can make distributions?

Note that your estate will still need to pay off creditors and settle any outstanding debts or tax bills before the executor can make distributions. By choosing an executor yourself, you also save friends and loved ones from having to make this decision after you’re no longer there.

What is a power of attorney?

The power of attorney is an extremely flexible planning tool that allows an individual (the principal) to authorize another (the agent or Attorney-in-Fact) to deal with his or her property. Although the power of attorney is most often thought of in terms of a planning tool for the elderly or disabled, it should not be limited to this segment of society, but should also be considered by those who are young and in good health in planning for the possibility of incapacity or unavailability. Because of the possibility of incapacity, it is recommended that all powers of a attorney be made durable pursuant to Ala. Code §26-1-2 (1992).

What are the advantages of a power of attorney?

power of attorney has many advantages. It is an inexpensive, flexible planning tool and is easier to implement in comparison to the other options which afford similar powers over the principal’s property —conservatorships and trusts.1 It is important to remember that a power of attorney may not preclude the need for the appointment of a guardian or conservator.2 However, the principal may nominate an individual to serve as guardian or conservator in the power of attorney and the Probate Court must appoint that nominee except for good cause or disqualification.3

What is the role of an attorney in fact?

As an agent, the Attorney-in-Fact must act in the principal’s best interest in dealing with the principal’s property . The following pronouncement from the Supreme Court of Alabama in Sevigny v. New South Federal Savings and Loan Association sets forth the agent’s obligations to the principal:

Can an attorney in fact delegate powers?

It may be appropriate to allow the Attorney-in-Fact the right to delegate his or her powers. This would allow the Attorney-in-Fact to have another act on his or her behalf if necessary (i.e., if the Attorney-in-Fact were out of town).

Can an attorney in fact make decisions for the principal?

An Attorney-in-Fact may make health care decisions for the principal if, in the opinion of the attending physician the principal cannot give directions to health care providers.18 Unless limited in the durable power of attorney, an Attorney-in-Fact make any health care decision that the principal could have made except decisions regarding (i) psychosurgery, (ii) sterilization, (iii) abortion (unless necessary to preserve the principal's life) or (iv) involuntary commitment.

Is the principal the client?

The drafting attorney must remember that the principal is the client, and it is the principal’s interest that must be protected. While a third party may approach you to create a power of attorney, this person is not the client.

Does a power of attorney need to be reviewed?

It is recommended that the principal periodically review the power of attorney with their attorney to make sure that the power of attorney continues to meet the principal’s objectives and ensure that appropriate Attorneys-in-Fact are named.

What happens if you don't have a power of attorney?

In the case of financial estate management, the absence of a durable power of attorney can lead to time consuming and expensive remedies for family members if proper planning has not been completed. Generally, if a person has not assigned an agent to act on their behalf, control of financial management reverts to the state.

What is a durable power of attorney?

A durable power of attorney, while designed as a beneficial tool for a person in need of assistance with financial or medical decisions, is also an invaluable instrument for family members and relatives. It provides for a definite decision making process and allows a trusted person to make those decisions rather than someone the court appoints or a medical staff unfamiliar with the patient’s wishes. It is a vital estate planning tool that every person should consider completing prior to actually needing one.

What is a POA form?

A power of attorney template or POA form can be used to nominate a power of attorney to represent an individual and their affairs in several different areas should they become incapacitated.

Why do people need a power of attorney?

Normally, people form a power of attorney in advance of any anticipated physical problems that would prevent them from acting in their own best interests both financially and medically. A power of attorney allows them to appoint an agent to manage their affairs when they become unable to do so.

Who is appointed to oversee the management of a person's estate?

Probate courts will usually appoint a guardian or conservator to oversee the management of a person’s estate if there is no legally appointed agent acting on their behalf. If this occurs, family members will have to petition the court for access to the person’s finances.

Can a family member make decisions without a power of attorney?

In the event of medical incapacitation, usually a family member will be called upon to make any important decisions in the absence of a power of attorney. In this situation, difficulties can arise if there is more than one family member and they differ on the course of medical action. Even more difficulties can arise if there are no family members ...

The Surviving Family Members of A deceased Person

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Here is what will happen under the Alabama intestacy laws if the deceased person is survived by a spouse and/or descendants (children, grandchildren, great-grandchildren, etc.) and/or parents: 1. Survived by a spouse and children all of whom are children of the spouse – In this case, the surviving spouse will inherit th…
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The deceased Person Is Not Survived by Family

  • Here is what will happen under the Alabama intestacy laws if the deceased person is not survived by a spouse, any descendants (children, grandchildren, great-grandchildren, etc.) or their parents: 1. Survived by siblings or descendants of siblings – In this case, the deceased person's siblings and the descendants of deceased siblings (nieces and nephews) will inherit the entire of the pro…
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What You Will Inherit from An Alabama Intestate Estate

  • What will you inherit if your relative dies without leaving a will and the relative was a resident of Alabama or owned real estate located in Alabama? Even if you determine based on the information presented above that you are entitled to an intestate share of your relative's estate, you may not inherit anything. Your relative may have left non-probate property only, or the debts …
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