what questions shoud i ask a probate attorney when setteling a will from deceased parents

Here are some questions to ask at the consultation: What would the lawyer like to see in order to evaluate your situation? What problems does the lawyer foresee with your case? How would the lawyer go about handling your situation?

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What questions should I ask a probate lawyer?

The most straightforward questions that I can think of that you would want to ask an attorney who practices probate law relates to what you should do after someone passes away. Facing the prospect of handling complicated financial and estate-related matters while balancing the normal human emotions associated with losing a loved one can be difficult, to say the least.

What does a probate attorney need to know about an estate?

Jan 30, 2018 · (Make a list of pertinent questions to ask your attorney.) Get Legal Help with the Probate Process. The probate process can feel overwhelming, especially if you're grieving the death of a loved one. Luckily, an attorney can help. Get in touch with a local probate and estate administration attorney to guide you through the probate process.

Are you asking the right questions when working with an estate attorney?

Sep 24, 2018 · 6 Basic Probate Questions and Answers. September 24, 2018 / in Estate Planning /. by SFVBA Attorney Referral Service. Let’s start with an obvious question” What is probate? It’s really a “final accounting” after someone dies. If the person dies leaving behind a will, it is the process of “proving up” that will and transferring the ...

What do you need to know about estate planning?

A POA is only active when you’re alive. Once you die your family needs your Will to start settling your estate. Once submitted to Probate, which is when the court makes sure the Will is authentic, things can get complex and you’ll most likely want to hire an estate attorney to make sure everything goes as smoothly as possible.

What does an executor have to disclose to beneficiaries?

There are certain kinds of information executors are generally required to provide to beneficiaries, including an inventory and appraisal of estate assets and an estate accounting, which should include such information as: ... Any change in value of estate assets. Liabilities and taxes paid from the estate.Jul 26, 2021

What questions should I ask a deceased attorney?

Questions to Ask an Estate Lawyer After DeathIs the Previous Power of Attorney Still Valid? ... What Can I Do to Protect the Assets? ... Do I Need to Open a Probate Estate? ... How Can I Find Out if There is a Will? ... What About Debts and Taxes? ... How Do I Handle Notification of the Death? ... How Do I Obtain a Death Certificate?More items...

What is a child entitled to when a parent dies with a will?

The children will inherit the entire estate and share it equally. If the deceased's parents are still alive, each one will inherit half of the estate. If only one parent is alive, the dead parent's children or grandchildren will inherit in the place of their parents.Dec 1, 2021

How does an executor distribute money?

The executor has a duty to collect in the estate's assets and settle any outstanding debts (or liabilities), including the funeral bill. After all liabilities have been settled, whatever's left can then be distributed to the beneficiaries. ... Residuary estate (the rest of the money in the estate)Mar 29, 2021

Which power of attorney is valid after death?

Upon the death of the principal, the power of attorney is no longer valid and instead the will is executed. Instead of the agent, now the executor of the will is responsible for carrying out the demands of the principal through the will.Jun 25, 2021

What questions are asked at a probate hearing?

These are:Do I Need Probate if the Deceased Left a Will?I Don't Want to Administer the Estate – Do I Have To?What Happens if We Can't Agree on Who Should Apply for Probate?Is There a Deadline for Administering the Estate?I Can't Find the Will – What Should I Do?Feb 4, 2019

How do you deal with greedy family members after death?

9 Tips for Dealing with Greedy Family Members After a DeathBe Honest. ... Look for Creative Compromises. ... Take Breaks from Each Other. ... Understand That You Can't Change Anyone. ... Remain Calm in Every Situation. ... Use “I” Statements and Avoid Blame. ... Be Gentle and Empathetic. ... Lay Ground Rules for Working Things Out.More items...•Jan 11, 2021

How long does it take to settle a deceased estate in South Africa?

As soon as proof has been provided to the Master that all creditors have been paid, that the heirs have received their inheritances and that the fixed property has been transferred, the estate is regarded as finalised and the executor's duties come to an end. The process of finalisation takes 4 to 8 weeks.

How do I lodge a claim against a deceased estate in South Africa?

The estate of a deceased person must be reported to the Master of the High Court within 14 days of the date of death. Any person that has control or possession of any property or a will of the deceased, can report the death by lodging a completed death notice with the Master.

How is a deceased estate distributed?

All deceased estates will be distributed in terms of the Intestate Succession Act. ... When the deceased leaves only spouses and no descendants, the wives will inherit the estate in equal shares.

What debts are forgiven at death?

What Types of Debt Can Be Discharged Upon Death?Secured Debt. If the deceased died with a mortgage on her home, whoever winds up with the house is responsible for the debt. ... Unsecured Debt. Any unsecured debt, such as a credit card, has to be paid only if there are enough assets in the estate. ... Student Loans. ... Taxes.

When should an executor notify beneficiaries?

within three monthsAs Executor, you should notify beneficiaries of the estate within three months after the Will has been filed in Probate Court. For beneficiaries of assets that are not included in the will (and therefore do not pass-through Probate) there are no specific notification requirements.Sep 3, 2019

How long does it take to close a probate case?

A simple probate case could be decided within a week, while a complex action could take months to close.

Is probate a specialist?

It is important to find out if the probate attorney you are meeting with is a true specialist, or just a generalist who occasionally dabbles in wills and estates. Probate law is a very specialized area of the law, and it is important to seek out an attorney with expertise in this area.

What is probate after death?

If the person dies leaving behind a will, it is the process of “proving up” that will and transferring the person’s assets to his or her living heirs. This is the most common type of probate.

Can you probate a will?

But probate with a will is fairly straightforward because your wishes are clearly stated. You can establish a revocable living trust to avoid probate. Or you can have a “payable-on-death” arrangement for some accounts. Or you can have joint holdings (e.g. with your spouse).

Is probate a will or testament?

For peace of mind as well as less expense, you should consider drafting a will (also called a last will and testament). The probate process without a will can be time-consuming (lasting years) and can be expensive as well as put emotional and financial demands on your family that can drive them apart.

Why is a trust revocable?

And it is revocable because it can be revoked or terminated by the Trustor – who created the trust. A Trustee manages the assets that the Trustor placed in the trust. Usually, the Trustor is the same person as the Trustee in the beginning, until the trust is handed over to another Trustee.

What is estate planning?

Estate planning is the process of making the necessary decisions to put a person’s (or a couple’s) affairs in order and to state your wishes on what should happen with your assets and property should you pass away or become incapacitated.

What is a full estate plan?

A full estate plan involves a list of specific instructions as to whomever you want to be in charge of administering your estate, how you want things managed, and how you want your assets distributed. The plan can include a Declaration of Trust (describing your assets like property, savings, stocks, bonds, retirement accounts, etc.).

What is a beneficiary in a trust?

A Beneficiary is a recipient who will inherit the assets of the trust at some point. The Trustors, Trustees, and Beneficiaries are named n the trust document. Most often, a revocable living trust will allow beneficiaries to receive inheritances directly without going through the court process.

What is an estate?

An estate is just a fancy name for “all your stuff” -- even if it’s not a vintage Bentley and stocks you can trace back the Dutch East India Company. It’s still worth something to someone.

When is a POA active?

A POA is only active when you’re alive. Once you die your family needs your Will to start settling your estate. Once submitted to Probate, which is when the court makes sure the Will is authentic, things can get complex and you’ll most likely want to hire an estate attorney to make sure everything goes as smoothly as possible.

Why do we need a will?

“The reason you need a Will is because you should be the one who designates who takes care of your stuff, and you should designate who should get your stuff. Because otherwise it may go to people who you don’t want to have the stuff.”.

What is a health care proxy?

A Health Care Proxy (a.k.a. Medical Power Of Attorney or Health Care Agent), which is part of an Advance Directive, is important if you want to avoid living in a semi-permanent state of limbo.

Is a power of attorney necessary?

“It’s extremely important that you establish legal and financial Power Of Attorney,” he explains. “So a surviving spouse or someone else can make decisions for you if you are incapable. Not if you’re dead, mind you. If you are in any way unable to function.”

What does POA mean?

If you are in any way unable to function.”. The POA lists out your hand-selected roster of people you trust to make necessary legal and financial decisions in your stead. “You can have a POA that takes effect immediately,” says Chernoff.

What happens if you don't open a probate estate?

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.

Is it hard to handle an estate?

The death of a loved one is always hard, but the difficulty of handling the estate can make an already difficult situation that much worse. Dealing with the complexities of the estate, closing the financial affairs of a deceased loved one and handling the taxes due can really put a strain on your emotions.

What to expect after a loved one dies?

The days and weeks following the death of a loved one can seem like a blur. The grieving process is difficult enough, but there will also be a funeral to plan, relatives to notify and financial issues to handle . Meeting with an estate attorney as soon as possible can ease your burden and make a difficult time easier to bear.

Is a power of attorney valid after death?

Unfortunately, the power of attorney you may have had in place is no longer valid following the death, and it is important to understand that distinction. A previous power of attorney does not give you the power to handle the estate after the death of your loved one.

Do debts disappear when someone dies?

There is a great deal of confusion about how debts are handled when an individual dies. Some people think that these debts simply disappear when the debtor dies, but that is not always the case. While some debts are forgiven on death, others follow the deceased and become part of the estate. The good news is that the family members ...

Is word of mouth reliable?

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. It is important to notify everyone you know when a loved one dies. Not only will they want to attend the memorial service, but they may have an interest in the estate as well.

Do you need a death certificate for a funeral?

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. If you do not receive a death certificate from the funeral home, you should ask the funeral director for one as soon as possible. You will need a death certificate ...

What is the first meeting with an attorney?

The first meeting with an attorney usually involves the exchange of a lot of information. You will spend a good deal of time explaining to the attorney the details of your legal issue and answering his or her questions. He or she will spend a good amount of time discussion and laying out a plan.

How to save money on legal fees?

To save money on legal fees, take the time to select a good lawyer, prepare well for your first meeting, and do everything you can to reduce the time that lawyer will have to spend on your case . Even eliminating one email exchange could save you hundreds of dollars.

Is it expensive to hire a trust lawyer?

Hiring a trust and estates lawyer is almost always expensive. Learn how to save money by hiring the right lawyer, preparing for your first meeting, and making the most of your lawyer's time.

How to start a relationship with an attorney?

After you decide on which attorney to hire, you’ll sign a fee agreement and officially begin your relationship with your lawyer. The first meeting with an attorney usually involves the exchange of a lot of information. You will spend a good deal of time explaining to the attorney the details of your legal issue and answering his or her questions. He or she will spend a good amount of time discussion and laying out a plan. If you think you might get nervous or forget something, you could practice this conversation with a friend, or you could write down what you want to say.

Do lawyers charge for consultations?

Attorney consultations vary, depending on the attorney’s preferences. Some lawyers charge for a consultation, others don’t. Some will only hold consultations over the phone, but some will let you come in (this is best, so that you can get a better feel for the attorney).

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Gather Important Documents

Ask your lawyer what documents you should bring to the first meeting. There are several items that will help the probate attorney better understand the estate. These include:

Make a List of Questions to Ask the Probate Attorney

Meeting with a probate lawyer can be overwhelming and it's easy to forget things during the meeting. Whether it's your first meeting with the probate attorney or your fifth, it helps to bring a list of written questions to each meeting. This ensures you won't forget to address any important topics.

Can you be stuck with a property that was passed to four beneficiaries?

It depends somewhat on how the property was bequeathed. If it was directly passed in undivided interests to four beneficiaries you may be stuck with it, absent agreement or a law suit for partition of the property (a court ordered sale). If on the other hand the property is simply in the "residue" of the estate and not specifically passed, then generally it will need to be... Read More

What time do you call a lawyer?

Select the best time for you to receive a follow-up call from a lawyer after your question is answered. ( Required field) Morning (8:00AM to 12:00PM) Afternoon (12:00PM to 5:00PM) Evening (5:00PM to 9:00PM) Other. AM PM.

How long do creditors have to file a claim against an estate in Ohio?

Generally speaking, creditors have 6 months from the date of death to present a claim against the estate to the appointed administrator. See Section 2117.06 of the Ohio Revised Code (link below). Depending on the details, you may want to sit down with an attorney to see if you have any... Read More

Do you get the home if you pass away?

When you say would she get the home, do you mean if you pass away? Since this is posted under Wills and Probate, I will answer with those facts. In short, it depends on what the title says. If she is on the deed and it is jointly owned with rights of survivorship, then yes, she gets the home if you pass away . If she is on the deed and there are no survivorship... Read More

What is demand letter in Massachusetts?

Perhaps a "demand letter" carries some legal force in another state, but in Massachusetts it may amount to no more than a scare tactic. Perhaps the demand letter was sent with the intention of trying to get you to make payments that you may not be responsible for making. There are extensive legal procedures that creditors must follow before the situation would... Read More

Can you file a suit for partition?

You can file a suit for partition, forcing your fellow heirs to buy you out or be bought out at fair market value. If the recalcitrant sibling does not agree, this can force a sale to a third party.