The answer to this question is, in fact, “No, you do not.” Many individuals do not realize that they possess the power to create their will at any time, with or without the help of a lawyer. In fact, common excuses for not drafting a will include the following.
You may consider choosing clergy, a family friend or another community member as an agent. You can also hire a professional to handle the power of attorney. Banks and trust companies may take on this role, as can accountants and lawyers. Keep in mind that professionals are likely to charge fees, which can quickly become costly.
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?
In matters of civil law, you generally have the right to replace your attorney whenever you want to, for whatever reason. In criminal matters, you can also replace your defense attorney, though that ability might be subject to court approval in certain circumstances.
Having a last will and testament ensures your wishes will be followed and your loved ones are taken care of after your death.
Name an Executor. The person who will handle your estate and the provisions in your will is called the executor. You designate this person in the will. You should make sure the executor will be up to the task of handling your estate and also that the person is open to accepting the responsibility.
You can also consider how you want to provide for the care of your children; you may want to leave someone else in charge of property they will inherit until the children reach the age of majority.
Having an alternate executor in mind is a good idea in case your first choice can't serve.
That is, if you are married and your spouse holds joint title on an asset, you cannot leave that property to someone else in your will.
Some assets cannot be bequeathed within a will (or may be better handled in other ways such as living trusts ), but at this point, you should get all the assets down on paper so you know what you're dealing with. When listing your assets, remember you can only distribute property you own solely.
Listing your beneficiaries may seem unnecessary, but remember recent births, deaths, marriages, divorces, etc., may influence who you wish to include in your will. At this point, you don't need to specify who you want to receive what; just focus on the people involved so you know you won't be forgetting anyone.
If needed, probate begins soon after you lose a loved one. Probate is a legal proceeding validating a Will (in cases where the decedent has one) to settle an estate. If the decedent passes away without a Will (or other Estate Plan in place), it’s said he or she died intestate, and the estate would go through probate in this instance, too.
This one can widely vary. It’s not often that a probate case takes years, but it’s been known to happen. The longer things drag on, the more expensive they can become - knowing ahead of time how long your attorney estimates the process to be can be helpful (particularly if they will be charging you hourly). Keep in mind, there can be unanticipated delays that arise.
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 paying all the debts the estate may have, to distributing and settling the estate, and more.
Probate can be long, arduous and stressful...not to mention expensive and time consuming. Navigating it on your own can feel like just too much after losing your loved one.
If the decedent had just a Will, there’s no way around it: you’re going to have to deal with probate. So the next logical step is to evaluate how complicated the estate is, and thereby how difficult probate will be. Obviously, the more complicated an estate is, the more alluring an attorney may seem. If the decedent had a well-set up Trust in place, on the other hand, a probate attorney may not be necessary at all.
Probate attorneys are qualified to help with the actual Estate Planning process too, although they tend to charge a high fee for the basics like setting up guardianship, creating a Will or writing a Trust. Online companies like Trust & Will make personalized Estate Planning easy, convenient and affordable, all without the involvement (and cost!) of an outside attorney.
Who does a probate attorney represent? Probate attorneys generally either represent an heir to an estate (a beneficiary) or the personal representative or the estate itself. Though it rarely happens, they can occasionally play more than one role.
Power of attorney dies with you. Once you pass away, the document is no longer valid and your will then controls what happens to your assets. Fund your revocable trust. If you fund your revocable trust during your lifetime, you may not need to use your power of attorney although you should still have one just in case.
In a power of attorney, you name someone as your attorney-in-fact (or agent) to make financial decisions for you. The power gives your agent control over any assets held in your name alone. If a bank account is owned in your name alone, your attorney-in-fact will have access to it.
Consider your options. There are two types of powers of attorney. A durable power of attorney is effective when you sign it and survives your incapacity. A springing power of attorney springs into effect when you are incapacitated. A springing power of attorney seems more attractive to most people, but it is actually harder to use. Your agent will need to convince the bank that you are incapacitated and, even though the document spells out how to do that, your local bank branch often does not want to make that determination. Translation: your lawyer often needs to get involved. For that reason, most attorneys advise you to execute a durable power of attorney. The attorney will often hold the original power of attorney until it is needed as an extra protection.
If you have transferred an asset to your trust, your trustee will have control of the asset. Consider your options. There are two types of powers of attorney. A durable power of attorney is effective when you sign it and survives your incapacity.
Name an alternate. If your named agent dies before you or is incapacitated, you want to have a back-up who can act. Also, consider nominating a guardian and conservator in your power of attorney in case one is needed down the road. Read the document. This seems obvious, but clients often do not read their documents.
The power of two. Consider naming two agents to act together if your state allows for it . While having two people serve can be cumbersome, it often is worth the extra effort to have an extra set of eyes on the use of the power of attorney. This can substantially reduce your risk and ensure your assets go to the people you’ve designated in your will.
Depending on the language of the power of attorney, your agent may be able to change the ownership of your bank accounts or change your beneficiary designations. This is a common scenario in second marriages.
A former judge or justice of a court of record who is certified by the Commission on Judicial Performance to administer oaths (as long as the judge or justice was not facing charges at the time of resignation or retirement). CCP § 2093 (c); Gov. Code § 1225
Please note, you cannot be sworn in before your certification for admission has been accepted by the Supreme Court of California and without having received your registration card.
Taking the attorney's oath is not just a ritual. It is required for admission to practice law in California.
Important note: California notaries public cannot administer the attorney's oath virtually, they can only administer the oath in person.
In general, State's Attorneys are elected by the people they represent. Their duties are spelled out in the laws of the local governments they represent, and they're held accountable by the voters for how well they do their jobs and how well their performance matches up with the local politics of the area. But a State's Attorney hardly ever does ...
Before a trial takes place, the process of discovery takes place, at which the State's Attorney and the defense attorney share information they intend to introduce as evidence at trial.
Criminal prosecutions are the chief duty of most State's Attorney offices. In many states, such as Michigan, criminal prosecutions follow a predetermined series of steps [source: Prosecuting Attorneys Association of Michigan ]. First, police file a warrant or charging request with the State's Attorney following an investigation.
A State's Attorney, along with a phalanx of Assistant State's Attorneys, prosecutes criminal and civil cases for the people.
An arraignment in court follows, at which the suspect is formally charged with a crime and enters a plea. Depending on the type and severity of a crime, there can be several pretrial hearings. At some point during these hearings, a plea bargain may be offered to induce the suspect to enter a guilty plea. Advertisement.
But a State's Attorney hardly ever does the job alone . Many have offices that contain dozens or even hundreds of appointed assistant or deputy State's Attorneys, as well as support staff. These assistants or deputies are the ones who routinely appear in court, representing the State's Attorney's office.
Either a judge or a jury may decide the verdict on how well the State's Attorney proved the case. During the trial, the State's Attorney may make opening and closing statements, offer evidence, question witnesses and challenge the defense attorney's legal actions.
A notary public or attorney must witness your loved one signing the letter of attorney, and in some states, you’ll need two witnesses. The chosen agent must be over 18 and fully competent, meaning they understand the implications of their decision. When filling out the form, the parent must specify exactly which powers are transferring to the agent.
At its most basic, a power of attorney is a document that allows someone to act on another person’s behalf. The person allowing someone to manage their affairs is known as the principal, while the person acting on their behalf is the agent.
A durable power of attorney lasts after the principal’s incapacitation. What you can do with a durable POA is based on both the document and state laws. In some cases, you may only be able to manage the principal’s finances and will need a separate medical power of attorney to make health care decisions. These POAs are used when a person can no longer handle their affairs, and it can end in several ways. They can be revoked upon the principal’s death or when a guardian is appointed. The principal can revoke the POA if they’re no longer incapacitated. For example, if a person wakes from a coma, they can take back control of their finances. There may also be conditions in the document that, if fulfilled, end the POA. A durable power of attorney comes into effect on the day it’s signed unless otherwise specified.
Arranging a power of attorney for your parent is a good way to open up a discussion with them about their wishes and needs for the future. Jeter continues, “Having those respective POAs in place means that an elderly parent has had time to think about what they really want for their medical care and their finances when they aren’t coherent to make such decisions.”
The first step to getting power of attorney over an elderly parent is to research powers of attorney, understand how these documents work in your state and the scope of available powers. Talk to your parent so they understand why you want to take this step and the benefits and drawbacks of the action. Consult a lawyer who can help you draw up a document that details your parent’s rights and the agent’s responsibilities, whether that’s you or another person. Finally, execute the document by getting all parties to sign it and have it witnessed as required by state law.
One adult will be named in the POA as the agent responsible for making decisions. Figuring out who is the best choice for this responsibility can be challenging for individuals and families, and your family may need help making this decision. Your attorney, faith leader or a family counselor can all help facilitate this process. It’s a good idea to select an agent who is able to carry out the responsibilities but also willing to consider other people’s viewpoints as needed.
An agent doesn’t have the exclusive right to act and make decisions for the principal. Additionally, agents must act as fiduciaries. This means that if you’re the power of attorney for your parent, you must manage their affairs to their benefit, not your own.
Revocation. The principal of a power of attorney can revoke it at any time. The only caveat is that they must be competent at the time of revocation. They may revoke the POA in two ways: 1 Verbal revocation: As long as you are of sound mind, you can revoke someone’s POA privileges simply by telling them out loud and in front of witnesses that you no longer wish for them to retain power of attorney privileges over your property and/or affairs. It’s that simple. However, depending on the circumstances, simply verbalizing this wish leaves the matter open to question and interpretation. 2 Written revocation: In order to avoid any issues, executing a written revocation identifying the POA and sending it to your agent is by far the better option. It should be signed by you in front of a notary public and delivered to the attorney-in-fact – plus any third parties with whom your agent has been in contact on your behalf (your bank, doctors, nursing facility, etc.).
Submit a discovery request to the agent’s attorney and any other concerned party for documentary evidence to support your grounds for revocation. Whatever your reasons, ask for the documents supporting them – financial transactions, medical records, etc. If the recipient of your request refuses to cooperate, ask the court to issue an order to produce the records you seek.
Many times, the termination date is not included in the document, which makes it “durable’ or valid indefinitely. Other reasons someone might have a termination date include: if the POA is meant to cover ...
Limited Power of Attorney. Gives an agent the power to act for a very limited purpose.
But instead of revoking the POA, you can request to be appointed as the principal’s guardian.
Death. Every power of attorney is automatically terminated upon the principal’s death. The only exceptions made are typically in regard to tying up loose ends, such as paying out final bills and taking care of funeral arrangements.
Review the POA document for any grounds to challenge its validity. In Florida, it must be signed in the presence of two witnesses in order to authenticate it. However, it need not be sealed, acknowledged, or recorded in order to be valid. And only in regard to property held in trust must the delivery of the release be necessary to make it valid.
Choosing a lawyer is a crucial step in the resolution of your legal matter. Whether you are a plaintiff or a defendant, or merely a party looking for counsel, the right lawyer is key. But like all relationships, the lawyer-client relationship does not always last forever. Common problems that clients report with attorneys include: 1 Poor results. The lawyer is simply not achieving the results you were led to believe he or she could achieve. 2 Bad communication. The lawyer is not communicating about crucial legal matters and decisions, leaving you uncertain of where your matter is or what's expected of you. 3 Lack of professionalism. The lawyer perhaps arrives late to meetings, doesn't remember key facts about the case, cannot find documents already provided by the client, and even forgets to submit documents by key deadlines.
Notify your attorney in writing that you have decided to terminate his or her services. Be sure to mention how you would like a copy of the contents of your case file (mailed to you, to your new attorney, or provided to you in person, for example).
Judges in particular might become annoyed at a client who is "lawyer shopping," because this delays the matter and clogs their dockets. It also suggests that you are a difficult client, or that your claims are not meritorious.
If you believe that professional conduct was violated, you can report your attorney for ethics violation.
Lack of professionalism. The lawyer perhaps arrives late to meetings, doesn't remember key facts about the case, cannot find documents already provided by the client, and even forgets to submit documents by key deadlines.
Bad communication. The lawyer is not communicating about crucial legal matters and decisions, leaving you uncertain of where your matter is or what's expected of you. Lack of professionalism.
Choosing a lawyer is a crucial step in the resolution of your legal matter. Whether you are a plaintiff or a defendant, or merely a party looking for counsel, the right lawyer is key. But like all relationships, the lawyer-client relationship does not always last forever.
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A: No, you do not have to be a licensed attorney to take a deposition. If you are in pro per, you have the right to take depositions on your own, without an attorney.#N#Yes, you would just properly notice the deposition, order a court reporter, and conduct the deposition.