what is a estate attorney

by Kelli Adams 4 min read

Estate planning attorneys, also referred to as estate law attorneys or probate attorneys, are experienced and licensed law professionals with a thorough understanding of the state and federal laws that affect how your estate will be inventoried, valued, dispersed, and taxed after your death.

What are the duties of an estate attorney?

An estate lawyer is a bar certified attorney who specializes in estate planning and assists clients in drafting and implementing legal documents, including wills and trusts. Estate law is closely related to family law, since lawyers often must work with related individuals who are involved with an estate. If you enter this legal specialty, you'll arrange and organize the transfer of assets …

How to become an estate attorney?

Jan 21, 2022 · An estate planning attorney is trained in matters related to passing on your assets after you die. Estate attorneys help you create draft documents and create plan so that your assets go to your intended beneficiaries without any court battles or big tax bills. A strong estate plan starts with life insurance Get free quotes

How do you find an estate lawyer?

Jan 24, 2022 · Real estate attorneys can play a role in getting you to through the sale and to a closing—and ensuring the closing goes smoothly. “Depending on the facts, an attorney will either draft the initial...

How much does an estate lawyer cost?

What is an estate lawyer? An estate lawyer is a legal professional who assists people in planning their affairs to ensure the administration of their estate goes smoothly. Estate lawyers ensure that a client has documented their wishes so that they may be carried out after their death, including through wills and trusts.

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What does an estate lawyer do?

Estate lawyers help outline the distribution of property and management of assets after a person's death. Read on to learn more about what estate lawyers do and how you can enter this profession.

How do estate lawyers gain knowledge?

Estate lawyers gain much of their specific estate planning knowledge through on-the-job experience, mentorships and continuing education. Along with having advanced knowledge of the legal system, you should be well versed in the Uniform Probate Code, which imposes rules and limits on wills and trusts.

How much do estate planning attorneys make in 2021?

As of March 2021, Payscale.com reported that estate planning attorneys made a median annual wage of $78,000. According to the BLS, the job outlook for all lawyers will increase 4% for the years 2019 to 2029.

What are the key skills of a law firm?

Key Skills. Analytical, interpersonal skills, good at problem-solving, research, speaking and writing. Work Environment. Private or corporate offices, may attend meetings at hospitals, prisons or the homes of clients. Similar Occupations.

What is an estate lawyer?

An estate lawyer is trained in matters related to passing on your assets after you die, and planning for situations where you can no longer care for yourself. They are experts in wills, trusts, and your local probate process. Some estate lawyers may also have specialties, like planning the succession of a business.

How to leave assets to stepchild?

To leave assets to a stepchild, stepparent, or half-sibling, consider working with an estate lawyer. Most people could benefit from working with an estate planning attorney, but it may not be necessary (and you may not want to pay for it) in many situations. On the other hand, people in certain situations may need the help ...

Can you pass on your estate if you aren't survived?

This only happens if you aren’t survived by a spouse or child, but a solid estate plan will protect your assets and allow you to pass on as much of your estate as possible. If this is your situation, you may want to look for an estate lawyer who specializes in elder law. You want to set up an irrevocable trust .

Can you bequeath assets to someone who isn't a citizen?

You have foreign property or assets . You’re planning to bequeath assets to someone who isn’t a citizen . You could also run into issues if you plan to name an executor who isn't a legal U.S. resident. Certain tasks, like getting a tax ID to open an estate account, may not be possible for nonresidents.

What do estate lawyers need to know?

They must help their clients understand the law and how their estate planning impacts them. Finally, an estate lawyer must understand local court procedure. They must know how to prepare paperwork and where to file it when clients need to bring their cases to court .

Why do lawyers practice estate law?

Practicing estate law may allow a lawyer to sustain a solo practice or work as part of a large firm. Estate law may provide flexibility for an attorney to establish a lifestyle and a legal practice that suits their needs.

How to be a good estate lawyer?

Estate lawyers must be qualified writers. When it comes to effective estate planning, one word can have a big meaning. To be a highly qualified estate lawyer, an attorney must be able to understand estate laws and write effectively so their client documents have the intended effect. Highly qualified estate lawyers also have outstanding interpersonal skills. They must help their clients understand the law and how their estate planning impacts them. Finally, an estate lawyer must understand local court procedure. They must know how to prepare paperwork and where to file it when clients need to bring their cases to court.

Why is estate law important?

Estate law can be a fulfilling area of law for many reasons. It can be rewarding to help clients plan for their future and take care of their families. For lawyers who enjoy writing and studying complex laws along with the occasional court appearance and litigation, estate law can provide a rewarding balance among varying types of law. Estate law can also provide a solid financial foundation for any size legal practice. Practicing estate law may allow a lawyer to sustain a solo practice or work as part of a large firm. Estate law may provide flexibility for an attorney to establish a lifestyle and a legal practice that suits their needs.

What is reactive law?

Some practice of law is simply reactive. For example, a criminal defense lawyer helps a client react when they’re facing a criminal charge. Likewise, most civil litigation cases involve a dispute over something that’s already occurred. Attorneys sometimes help their clients react to something that’s already occurred.

What does an attorney do?

Attorneys sometimes help their clients react to something that’s already occurred. Other times, attorneys help their clients plan for the future. For example, they help their clients create a contract or they advise their clients on what behavior complies with the law and avoids civil penalties. Estate law is both proactive and reactive.

What is an estate?

An estate is anything that makes up a person’s net worth. To determine a person’s estate, you add up their assets and deduct their debts. Real property like land can be part of a person’s estate. Personal property like household items and vehicles can also be part of an estate as well as bank accounts and other financial instruments.

What is a probate lawyer?

A probate lawyer helps an executor or administrator to administer an estate after someone dies.

What is an estate lawyer?

An estate lawyer is a legal professional who assists people in planning their affairs to ensure the administration of their estate goes smoothly.

What is a probate litigation attorney?

Probate litigation attorneys are lawyers that represent clients in contested probate court proceedings to resolve disputes such as will and trust contests, breaches of fiduciary duty by executors and trustees, and contested personal representative appointments, and if those matters cannot be resolved to take those cases to trial.

What is estate law?

Estate law is a sub-genre of property law that governs the manner in which an individual’s estate is handled. This includes overseeing how that person’s property is managed in both their lifetime, as well as after they are deceased or have become incapacitated. Specifically, the term “estate” refers to all of an individual’s personal belongings, ...

What is estate administration?

Estate Administration: Estate administration specifically relates to the process of managing and distributing a person’s estate after they pass away.

What is the role of executor in a will?

Duties of the Executor: As just discussed, an executor handles the distribution of a deceased individual’s estate. However, an executor (also called an administrator) is legally responsible for fulfilling certain duties and must carry out the deceased individual’s wishes in accordance with what is stated in their will.

What are the remedies for estate violations?

In such instances, the remedies for estate violations often include a solution that changes the way in which the property has been distributed among the beneficiaries to the will.

What can a lawyer do for you?

In addition, a lawyer can also provide representation for any related court matters, should you and your loved ones become involved in an estate law dispute.

Who is responsible for fulfilling a deceased person's wishes?

However, an executor (also called an administrator) is legally responsible for fulfilling certain duties and must carry out the deceased individual’s wishes in accordance with what is stated in their will.

Is debt included in an estate?

Any debt and taxes on the property owned, may also be included as part of the estate. It is therefore not surprising that estate law covers a broad range of legal matters, which includes virtually anything relating to a person’s real property and its financial aspects.

How do estate attorneys bill?

Estate attorneys typically bill one of three ways: on a percentage basis; on an hourly basis; or on a flat fee basis. So which billing method is the right choice for you? Well let’s take a look at one these different methods really mean.

What is American Wills and Estates?

American Wills & Estates is a locally founded, owned and operated law firm with a practice limited to Probate Estate Administration and Estate Planning law. We are the #1 rated Probate Estate Administration law firm in Pittsburgh and throughout Western Pennsylvania. Contact us today to speak with a trusted and experienced Estate Administration lawyer and to schedule your free legal consultation. You’ll be glad you did.

Can you know if an estate attorney is hourly?

The answer is that you simply won’t know until the estate is actually finalized.

2 attorney answers

Please note that I am licensed to practice law in the Commonwealth of Massachusetts. I would add that the role played by the attorney for the executor is flexible and can depend upon the sophistication and level of involvement of the executor. In other...

Christopher W. Vaughn-Martel

In general, the attorney is responsible for making sure that the executor follows the probate code and administers the estate in such a way that he or she will not incur any personal liability. It is possible for a person who is familiar with probate to handle an estate without representation by an attorney.

How to probate an estate?

The first step in probating an estate is to file a petition to open probate with the probate court. This is generally the county court where the decedent lived or had their property. Some states have a separate probate court, which handles only probate matters. An executor or other interested party can file the petition along with a copy of the death certificate.

What does an executor do when an estate is in probate?

While an estate is in probate, the executor or personal representative must secure and manage the assets. This may include getting certain assets into a physical location or taking steps to protect those assets. For instance, the executor would pay the utilities on a home or business property or other real estate. They might need to pay employees in a business owned by the decedent.

What are some examples of assets that are probated?

Any items that belong to the decedent but aren’t declared in writing would likely be included in probate. Some examples include jewelry, furniture, household items, and personal belongings.

What happens if you claim against the executor of an estate?

Claims against the executor – If a party feels the executor is failing in their job, they may make a claim with the court. The court will initiate a hearing to hear both sides of the claim and determine if the executor is at fault and needs to be removed or pay for damages. In both of these situations, the timeline for probate of an estate is extended. Delays can result in a probate process that takes months or even years to resolve.

What happens to an estate after death?

After a person dies, their estate must be dispersed to the appropriate beneficiaries. This generally happens through a legal process known as probate. A probate estate is one that must go through this process before their heirs can take ownership. Not all estates must be probated, which is why it is important to know what criteria determine whether probate is necessary and the steps you can take to avoid the probate process as well as what to do when it is required.

What is required to be filed with the probate court after death?

All states require that the death certificate be filed with the probate court. An affidavit is often used in this procedure to show that the person is entitled to the estate.

What happens if you fail to close probate?

When you fail to close probate, you leave the estate open to other issues. States have deadlines for when you can initiate action against an estate, which doesn’t start until the estate has been closed. Failure to close probate can also get the executor in trouble because they didn’t complete their duties.

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What Is An Estate?

  • An estate is anything that makes up a person’s net worth. To determine a person’s estate, you add up their assets and deduct their debts. Real property like land can be part of a person’s estate. Personal property like household items and vehicles can also be part of an estate as well as bank accounts and other financial instruments. If a person owns property in common with others, thei…
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What Kinds of Law Makes Up Estate Law?

  • There are several different types of law that make up estate law. These types of law often intertwine. Estate law may involve any of the following types of law:
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Estate Law Is Both Transactional and Litigation

  • Attorneys who practice estate law may practice transactional lawas well as litigation. When estate lawyers prepare documents and help clients plan for the future, they’re transactional lawyers. There are no court appearances involved in making a will or preparing a trust, for example. If there’s a will contest, an estate lawyer is a litigator. An e...
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Estate Law Is Both Proactive and Reactive

  • Some practice of law is simply reactive. For example, a criminal defense lawyerhelps a client react when they’re facing a criminal charge. Likewise, most civil litigation cases involve a dispute over something that’s already occurred. Attorneys sometimes help their clients react to something that’s already occurred. Other times, attorneys help their clients plan for the future. For example, …
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Estate Law Is Primarily State Law

  • Most estate law is state law. State laws determine what needs to be in a will in order to make it valid. There are federal estate taxes that may applyto an estate. Clients with multi-million dollar estates must be careful to structure their estates in a way that contemplates federal estate taxes. To properly serve clients, an attorney must know what state and federal laws apply to their client…
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Who Practices Estate Law?

  • Estate lawyers live and work throughout the United States. People everywhere need estate planning. Many estate lawyers live and work in small towns. Others live in big cities. Lots of people who never otherwise seek legal services use attorneys to do their estate planning. For that reason, estate lawyers find success in every corner of the country. Many estate lawyers combin…
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Why Become and Estate Lawyer?

  • Estate law can be a fulfilling area of law for many reasons. It can be rewarding to help clients plan for their future and take care of their families. For lawyers who enjoy writing and studying complex laws along with the occasional court appearance and litigation, estate law can provide a rewarding balance among varying types of law. Estate law can also provide a solid financial fou…
See more on legalcareerpath.com

Helping Clients Plan For The Present and The Future

  • Estate law is a mixture of transactional law and litigation. Lawyers who practice estate law have a variety of skills including writing and interpersonal communication that they use to help their clients understand the law and create the best plan to meet their personal objectives. Estate lawyers help clients organize their personal affairs. Estate law helps clients reach their goals in …
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