You might find that you don’t need a probate attorney, but if you’re considering hiring one, this guide will help you figure out everything you should know. From what an estate probate attorney fee typically is, to what does a probate attorney do, we answer all your questions. We’ll cover: What Does a Probate Attorney Do?
Their services could typically include everything from finding and inventorying assets of the estate, to understanding and paying all the debts the estate may have, to distributing and settling the estate, and more.
If the person who passed away had any debt or bills they failed to pay, a probate lawyer will also advise the executor of will on the best way to handle these issues. What Happens If There Was No Will?
If the estate that you're handling and doesn't contain unusual assets and isn't too large, you may be able to get by just fine without a lawyer's help. To determine whether or not you may be able to go it alone, ask yourself the questions below.
But if it looks like there won't be enough money in the estate to pay debts and taxes, get advice before you pay any creditors. State law will set out the order in which creditors get priority, and it's not always easy to figure out how to parcel out the money. The estate won't owe either state or federal estate tax.
More than 99% of estates don't owe federal estate tax, so this isn't likely to be an issue. But around 20 states now impose their own estate taxes, separate from the federal tax—and many of these states tax estates that are valued at $1 million or larger.
The estate won't owe either state or federal estate tax. More than 99% of estates don't owe federal estate tax, so this isn't likely to be an issue. But around 20 states now impose their own estate taxes, separate from the federal tax—and many of these states tax estates that are valued at $1 million or larger. If you will be responsible for filing an estate tax return with the state where the deceased person lived or owned real estate, you should get legal and tax advice. An estate tax return is not a do-it-yourself job.
Probate is easier in states that have adopted the Uniform Probate Code (a set of laws designed to streamline probate) or have simplified their own procedures. The estate doesn't contain a business or other complicated asset.
But you won't need probate if all estate assets are held in joint ownership, payable-on-death ownership, or a living trust, or if they pass through the terms of a contract (like retirement accounts or life insurance proceeds). The estate qualifies for simple "small estate" procedures.
Many executors decide, sometime during the process of winding up an estate, that they could use some legal advice from a lawyer who's familiar with local probate procedure . But if you're handling an estate that's straightforward and not too large, you may find that you can get by just fine without professional help.
Most or all of the deceased person's property can be transferred without probate. The best-case scenario is that you don't need to go to probate court, because assets can be transferred without it. This depends on the planning the deceased person did before death—you can't affect it now.
If you fail to open a probate estate, you could be liable for taxes and other claims. Even if you do not think a probate estate is necessary, it is important to discuss your options with an experienced estate attorney.
Call Arizona Estate Attorney Dave Weed at (480)426-8359 to discuss your case today.
Asset protection is very important when a loved one dies, and what you do now can make a big difference later on. The death of a loved one can present a golden opportunity for individuals and companies that do not have your best interests at heart, from shady financial advisors to greedy relatives.
You should not simply assume that everyone who needs to know about the death will find out. With physical newspapers becoming rarer and rarer, you cannot rely on the obituaries to get the word out, and word of mouth may not be as reliable as you would think.
The death certificate should become available after the funeral process has been completed, and most funeral homes will help loved ones get the documentation they need.
You should also contact an estate attorney about the notification process, including required death notices in the local newspapers and elsewhere. This will provide the notification you need to protect yourself legally and prevent others from contesting the estate.
You will need a death certificate to claim certain benefits, and for the estate process as well. If you need additional copies of the death certificate, you should contact your local Department of Vital Records.
If you read the conventional advice for executors, the first step is usually "hire a lawyer. ". And you may well decide, as you wind up an estate, that you want legal advice from an experience lawyer who's familiar with both state law and how the local probate court works. Not all executors, however, need to turn a probate court proceeding ...
Close to 20 states impose their own estate taxes, and many of them tax estates that are valued at $1 million or larger.
Ideally, all assets can be transferred to their new owners without probate court. Some common examples of assets that don't need to go through probate are assets are held in joint tenancy, survivorship community property, or tenancy by the entirety. Assets held in a living trust can bypass probate, too. Probate is also unnecessary for assets for which the deceased person named a beneficiary—for example, retirement accounts or life insurance policy proceeds.
Are family members getting along? Will contests are rare, but if a family member is making noises about suing over the estate, talk to a lawyer immediately. Probate lawsuits tear families apart and can drain a lot of money from the estate in the process. A lawyer may be able to help you avoid a court battle.
If, however, your initial investigation reveals that there may not be enough money in the estate to pay debts and taxes , don't pay any bills before you get legal advice. State law gives some creditors priority over others.
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(If you don't know the answers, ask a lawyer—before you agree to hire the lawyer to handle things for you.) The more questions you answer with a "yes," the more likely it is that you can wrap up the estate without a professional at your side.
A probate attorney is a valuable resource who works with the executor of an estate, sometimes called a “nominated personal representative,” regarding tax deadlines, outstanding debts, and the distribution of assets, Brislawn said.
Regardless of whether you have a probate attorney, a real estate agent with experience in selling estate property understands how this differs from a traditional home sale. For instance, it’s common to register the death certificate with the county courthouse, check any liens, work closely with the title company, and ensure that the heirs have their paperwork in order.
There’s a wealth of estate planning information available online and through local bar associations, but people’s comfort level with this varies. A survey from Caring.com found that only 4 in 10 American adults over age 18 had a will or a living trust (which does not involve probate ). Those numbers rise as people age, with 81% of those age 72 or older and 58% of those ages 53 to 71 saying they had estate planning documents.
If you’ve had a death in the family, chances are, you might be facing probate. Probate is a formal legal process that recognizes whether a will is valid and appoints an executor or personal representative to administer the estate and distribute assets to intended beneficiaries. Probate frequently occurs when real estate ...
When there are no beneficiaries. When a valid will needs this process to facilitate paying debts and transferring ownership. Although each state varies, a good rule of thumb is that if a decedent owned land or had $100,000 more of assets, probate is required, Brislawn said.
So an estate valued at $100,000 before any debts are paid results in a statutory fee of $4,000. An estate worth $1 million results in a statutory fee of $23,000.
Hourly rates can range from $150 to $250, depending on the lawyer’s training, experience, and the size of the law firm.
This process begins when you file a document (usually called a petition or application) with the probate court in the county in which the decedent lived. The document will ask the court to open a new probate case and name an estate administrator to manage it. When you file the petition, you usually ask the court to name you as executor, but you can also ask the court to name someone else.
If the decedent left an estate plan, that plan should directly address such issues. But if it doesn’t, or if there is no plan, you’ll have to act. If the death was unexpected and there are immediate needs that must be addressed, you’ll need to call a local estate planning attorney about your options after you’ve ensured the child, dependent, or animal is cared for. In these situations, you may have to ask a court to issue emergency orders to ensure the protection of the minors or dependents.
This process begins when you file a document (usually called a petition or application) with the probate court in the county in which the decedent lived.
After you’ve transferred the body to a mortuary or similar facility, you’ll also have to begin preparing for a funeral, cremation, or burial ceremony. You can usually wait a couple of days or more before you begin making these plans, and can use that time to determine if the decedent left behind any instructions. Follow the decedent’s wishes, if you know them, or the instructions left behind in the estate planning documents. If you don’t have guidance, you’ll have to make the plans on your own, or coordinate with other family members and loved ones.
Liquidation of assets is common when the estate is insolvent (has more debts than assets), when the decedent died without a will (known as dying intestate), or when the estate has a lot of personal property that isn’t directly addressed in the will and needs to be disposed of. Liquidating assets can require you to, for example, have valuable personal items appraised by an expert, or hire an estate auction or estate sale company to dispose of personal property.
Within a few days of the death or transfer to a mortuary or coroner’s office, you’ll want to contact the person who has control of the remains and request copies of the death certificate. State laws on who can obtain certified copies differ, but if a court has already named an executor or estate administrator, it will be that person’s job to obtain copies. If there is no court appointed representative, it will be up to a family member to obtain the certified copies of the certificate.
In this process, anyone who believes they are entitled to some of the estate can claim that property without the court’s involvement by creating a sworn document, called an affidavit, that states what property you’re entitled to. You don’t have to file the affidavit with the court, but you must use it when you claim the property. For example, if you inherit money that’s currently in the decedent’s bank account, you can present the proper affidavit to the bank and they will transfer the money to you. (It’s worthwhile to note that you have to complete an affidavit under the penalty of perjury. So, if you lie in the affidavit and claim property that you’re not entitled to, you can be charged with a crime for your actions.)
One effective way of finding an attorney is to get a personal recommendation from someone you know and trust. Consider asking your friends and colleagues about whether they’ve had a good experience with a probate attorney. Those conversations may also yield interesting useful information about what it’s like to work with a probate attorney.
Aim to hire a transactional probate attorney if your loved one has recently died and you simply want to start the probate process. Lawyers with expertise in trusts and estate planning may also be good at transactional probate matters. On the other hand, if you want to challenge the will or are unhappy with the way the executor or the current attorney is handling probate—or if you anticipate any other legal battle over the estate—look for a litigator.
Six in ten readers said their estate administration lawyers charged between $200 and $400 per hour.
Transactional probate attorneys handle the administrative side of probates, and probate litigators represent clients in probate lawsuits. Some lawyers do both, but most of them tend to specialize in one area or the other.
When a relative or someone close to you dies, you may need to find a good probate or estate administration lawyer to help you wrap up that person’s estate. The job of hiring a lawyer may fall to you if: you believe that the existing executor or probate attorney isn’t doing a good job.
State bar association. Search your state bar association's website to find out if the lawyer is in good standing.
Some lawyers will provide a free consultation, but others require an up-front fee. It is usually worth spending a little money to find the right lawyer—even if you have to pay for consultations with several attorneys. In the long run, it will be well worth a few hundred dollars to find the right fit.
Having a successful working relationship with a lawyer, however, takes more than legal knowledge. So pay attention to how clearly the lawyer explains the process, how well the lawyer listens to your concerns, and how respectful the lawyer is. Make sure you're signing up with someone who: Communicates clearly.
You want to find someone you're comfortable with. You do not have to use the attorney who drew up the deceased person's will; the fact that the deceased person employed a particular lawyer doesn't obligate you to hire the same person to represent the estate.
You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply.
Some lawyers just can't seem to talk in plain English. If you can't understand what the lawyer is talking about and don't get good explanations when you ask for clarification, look elsewhere. Respects your efforts to educate yourself.
Most proba tes consist almost entirely of routine paperwork. And if you are interviewing lawyers who were personally recommended to you by friends or other local professionals, they're probably competent. Having a successful working relationship with a lawyer, however, takes more than legal knowledge.
When a person passes away, they leave behind a number of assets, such as their personal belongings, a home, money, etc. Most people appoint an executor of will to be in charge of disbursing these assets to any other beneficiaries.
Any probate lawyer you work with should have at least several years of experience. If your case is complicated, you should also make sure they have worked in similar circumstances. This way you know they can handle any problems that come up along the way.
If someone dies without a will, all their assets must be dispersed according to intestacy laws. In other words, the state will distribute the assets—regardless of what the person may have wanted. For cases like these, you can hire a probate lawyer to help the administrator of the estate (which is kind of like the executor of will) ...
Handling the proceeds from life insurance. Filling out any necessary documents. If the person who passed away had any debt or bills they failed to pay, a probate lawyer will also advise the executor of will on the best way to handle these issues.
The true answer depends on what you need help with and where the lawyer would be able to assist you. These types of lawyers are specialized to be able to perform a number of tasks involved with the probate process on your behalf.
However, in most cases, it's better to hire a probate lawyer. Since they know the probate laws inside and out, a lawyer will be able to guide you through the steps quickly and efficiently. They'll also be able to take care of troublesome paperwork and ensure you don't make any mistakes that can turn into bigger problems later.
Experience with cases similar to yours is essential, so ask about the past experience of the probate attorney. Have they recently handled a case that was similar to yours in size, scope and complexity? If so, what was the outcome of that case? Were there any unexpected twists and turns, or did the case go largely the way the attorney expected?
You can find out a lot about your proposed probate attorney before you even get to the office. Start by taking a look at the company website – does it list multiple specialties or focus on probate law? Once you are in the office, you can discuss past cases, levels of expertise and training and other critical areas.
All kinds of things can crop up during a probate action, and you may need to reach an attorney or paralegal when the office is closed. Ask about the procedure for doing so, and how you can reach someone if something unexpected comes up.
When you meet with the probate attorney and discuss the specifics of your own probate case, ask for their estimate of the time frame. Be sure to provide all of the relevant details, and bring copies of all of the paperwork that may be needed. The more the probate attorney knows about your case, the easier it will be to provide an accurate and realistic time frame.
You can also test the responsiveness of the probate law firm during and after your initial meeting. Send an email in advance of the scheduled meeting and see how long it takes for someone to respond. Give the office a call and ask to speak to a paralegal. Does someone answer the phone right away, or are you put on hold? Does the staff seem friendly? Is it easy to get answers to your questions? If the firm is unresponsive now, their response time is unlikely to improve once you are a client.
A simple probate case could be decided within a week, while a complex action could take months to close.
Even so, an experienced probate attorney should be able to give you a ballpark figure, based on the paperwork and documentation you have provided. Be sure to get information about fees and expenses in writing. Even if the figure is just an estimate, it will give you something to work with and make your life a lot easier.