Estate Planning
Introduction
Stuck In Probate?
We are here to help with the often long, overwhelming, and confusing probate process. Without proper legal guidance, probate can take years, and risk the fulfillment of your loved one’s final wishes.
With our dedicated assistance, you can efficiently navigate all areas of the probate process, including compliance with legal regulations, completion of corresponding forms, tasks, and paperwork, and attendance at required court dates.
Overview
Probate Essentials
What is Probate?
Probate is the legal process used to settle an estate and oversee the distribution of assets after a person’s death - including any assets not held in a trust. As part of the process, the court will ensure that:
- Debts are paid
- Assets are properly valued
- Claims are resolved
- Assets are distributed according to the will, or state law if no will exists.
Between court oversight, paperwork, notifications, and detailed administrative tasks, probate can often be overwhelming for families during an already difficult time.
Possible Probate Issues
As can be expected, when a will or trust has not been executed, the probate process can become complicated very quickly. Instead of relying on documented wishes, the court must apply state laws, and it’s best judgment. Accordingly, even routine decisions can become challenging.
Even in cases where a will or estate plan is in place, probate issues can arise. This can include:
- Unclear or conflicting terms in the will
- Excessive debts that exceed the assets
- Estates with unresolved claims
- Contested claims or creditors
- Multiple wills
- Concerns of fraud, deception, or undue influence
- Challenges to the will
- Improper execution or procedural errors
- Testator concerns
- and more...
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