how do i probate a will without a lawyer in georgia?

by Wayne Powlowski 9 min read

Although the probate process in Georgia does not require a lawyer and can be done on your own, sound counsel may allow you to administer the estate more efficiently and may allow you to save money on taxes, reduce creditor exposure, or protect your own interests since you will be serving as executor and bear a fiduciary responsiblity for serving in that capacity.

How to probate a will without a lawyer
  1. 1) Petition the court to be the estate representative. ...
  2. 2) Notify heirs and creditors. ...
  3. 3) Change legal ownership of assets. ...
  4. 4) Pay funeral expenses, taxes, debts and transfer assets to heirs. ...
  5. 5) Tell the court what you have done and close the estate.
Jul 4, 2021

Full Answer

Can you sell a house without probate in Georgia?

To complicate things further, the executor of an estate has no power to act until opening a probate estate and the court grants such authority. Taken together, these factors make it almost impossible for an executor to sell real estate without going through the probate process. Some gray areas do exist, however.

How long does it take to probate a will in Georgia?

How long does probate in Georgia take? In Georgia, most probates can be done in eight months to a year. Any litigation or fighting could extend the timeline considerably.

How does probate work without a will?

They are as follows:

  • Assets that are jointly owned. For example, a house is jointly owned by a husband and wife. ...
  • Assets with beneficiary designations. For example, a retirement account with a designated beneficiary listed.
  • Assets held in a Michigan Living Trust.

How does it take to probate a will in Georgia?

This document gives the PR the duty and authority to:

  • collect and inventory the deceased person's assets, and keep them safe
  • have the assets professionally appraised, if necessary
  • sell some assets, if necessary
  • pay valid debts and taxes, and
  • give out the remaining property as the will (or if there's no will, state law) directs.

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How much does it cost to probate a will in Georgia?

Common Probate Fees in Georgia An uncontested probate could range from $1500 - $3000. If anyone contests the process, the cost could range from $3000 to more than $10,000. Fees to consider include: Attorney fees (if you use a probate attorney)

Can I probate a will myself in GA?

It is also important to determine whether the Will has a Self-Proving Affidavit. Georgia law provides for the admittance of a self-proved Will to probate, which means that it may be admitted without the testimony of any subscribing witness.

What is needed to probate a will in Georgia?

In order to probate the will, the executor should file the original signed will and, in most cases, Georgia Probate Court Standard Form 5 (Petition to Probate Will in Solemn Form). The standard forms are available at the courthouse or online at the official statewide Supreme Court website.

Can an estate be settled without probate in Georgia?

Is Probate Required in Georgia? Probate isn't always required in Georgia. It is necessary by law if the assets belonged solely to the deceased person with no named beneficiary or with the estate as the named beneficiary. If the assets were included in a revocable living trust, probate won't be necessary.

How long do you have to file probate after death in Georgia?

A will should be offered for probate within five years of a person being appointed the estate's personal representative, or a court order is filed stating that the estate does not require a personal representative or administrator. (Georgia Code § 53-5-3).

How do you probate a will without a lawyer?

How to probate a will without a lawyer1) Petition the court to be the estate representative. ... 2) Notify heirs and creditors. ... 3) Change legal ownership of assets. ... 4) Pay funeral expenses, taxes, debts and transfer assets to heirs. ... 5) Tell the court what you have done and close the estate.

Is probate difficult in Georgia?

Georgia has among the most user-friendly of probate laws, allowing many estates to avoid probate altogether, as well as streamlining the administration of most estates that are probated. Because of this, there are some unique considerations for estate planning.

Is probate necessary if there is a will?

Do you need to go through Probate if there Is A Will? According to the laws of the country, it is not necessary to go through probate if there is no dispute regarding will. However, going through a probate is preferable as it gives court certification to the validity of the will in question.

What assets are exempt from probate in Georgia?

What Assets Do Not Go Through Probate? Property in a Revocable Trust, real estate owned as Joint Tenants with a Right of Survivorship, life insurance policies and retirement accounts with a designated beneficiary, bank accounts with payable on death (POD) or Transfer on Death (TOD) clause.

Who decides if probate is required?

Whose responsibility is it to get probate? If the person who died left a valid will, this will name one or more executors, and it is their responsibility to apply for probate. If there isn't a will, then inheritance rules called the rules of intestacy will determine whose responsibility it is to get probate.

Does a car have to go through probate in Georgia?

Non-Probated Will Georgia title – The title submitted must be issued in the name of the deceased owner(s). If the Georgia title is in the name of the deceased owner(s) and is not available, a Georgia title can be applied for in the inheritor's name, as long as the current/valid vehicle registration is submitted.

What is considered a small estate in Georgia?

In Georgia, if you die with less than $10,000 in a bank account, a family member, or legal heir, may obtain a simplified small estate affidavit from the Probate Court to gain access to this account. Beyond this small estate provision, most Wills will go through one type of formal probate process.

According to Georgia probate law, what are the other requirements for a valid will?

An individual wanting to make a legally binding will must be 18 years of age or older. Georgia requires that a valid will be in writing. You can wr...

According to wills and probate law in Georgia, do I have to leave my property to my spouse or children?

No. There is no law against leaving everything to strangers and leaving out the surviving spouse and other family members in a will. However, it is...

How long do you have to file probate after a person dies, according to the Georgia probate process?

According to federal law, anyone who is in possession of an original signed will of a deceased person must file it at the county courthouse where t...

What do Georgia probate rules require if my family doesn’t want to probate my will?

Within 90 days after your death, a person who has the will must file it with the appropriate probate court, and the court oversees the next steps....

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How long does it take to get a probate notice in Georgia?

After being appointed personal representative, the personal representative has 60 days to publish the notice of the probate in a local newspaper. The notice advises creditors they have three months (not 90 days) from the final publication to submit claims or they lose their priority. Note this is different from many states where the state statute reads claims are “forever barred” if not submitted within the deadline given in the notice. Creditors in Georgia, however, can still collect after the three months. Creditors simply “lose all rights to an equal participation with creditors of equal priority”, meaning they can still collect, but they no longer have the priority claim they would have if they submitted the claim before the deadline passed. The notice must be published once a week for four weeks in the official newspaper of the county in which the personal representative was appointed. GA. Code § 53-7-41.

What are some examples of probate assets?

Examples of probate assets include: Single name bank or investment accounts. Assets owned jointly as tenants in common (as opposed to joint tenancy)

What is the job of a probate attorney?

If you are the one who either intends to manage the probate estate or you are named in the will to manage the probate estate (and you accept the position), it is your job to give notice and gather the signatures.

What do you need to get before probate?

Before you file for probate, there are a few things you need to get in order: A death certificate. The will (if there is one) The names and addresses of the heirs or beneficiaries. The first step is generally to give notice to all the beneficiaries or heirs. If you are the one who either intends to manage the probate estate or you are named in ...

What percentage of probate estate is paid?

A fee will sometimes need to be paid to the person managing the probate, which is usually a percentage of the probate estate, for example, 2%. (The fee is often waived.) If an asset in question has an uncertain value and needs to be appraised (such as cars or antiques), you will want to be prepared to pay an appraisal fee.

What happens if no one is named in a will?

If no one named in the will can serve as personal representative, then the beneficiaries of the will must appoint a personal representative. The beneficiaries must either agree unanimously or reach a majority vote. If not, the probate court decides.

What is a personal representative in a will?

If there is a will, a personal representative is named in the will to manage the probate estate. If the named personal representative is unable or unwilling to serve, then the next personal representative named in the will (called the successor personal representative) may serve. Note that sometimes the word “executor” is used instead ...

What is a testamentary letter?

Letters testamentary serve as evidence of the executor/administrator's authority to act.

What to do if you are not named executor?

The executor is the person who should submit the petition for probate to the court. If you are not the named executor, you can notify the executor of the fact that he or she has been named and, if that person is willing to accept the responsibility, your work is done.

How to file a petition in person?

You may file the petition by mail or in person. If you file in person and you are the executor, the court may permit you to take the executor's oath at the time you file the petition.

What happens after the court approves the petition and consents to the appointment of the Executor?

After the court approves the petition and consents to the appointment of the Executor, the court will notify the Executor of the opportunity to take the Executor's Oath. Before the court will issue letters testamentary, the Executor must take the Executor's Oath.

What form do you use to ask witnesses to a will in Georgia?

Once you have found the witnesses, you should ask the witnesses to complete Georgia probate court standard form number 6 ("GPCSF 6"): an interrogatory for the witness of a will.

What to do if the court does not contact you regarding your appointment?

If the court does not contact you regarding your appointment in a reasonable time, contact the court to ask about the status of your petition. When contacting the court, it is best to use the unique "estate number" identifier issued by the probate court.

What is the first step for the executor/administrator to begin administering the estate?

The first step for the Executor/administrator to begin administering the estate is to file the notice to debtors and creditors. This notice should be published in the county legal organ. This notification is not the only notification required of the executor/administrator, but is required by Georgia law.

What Does Probate Involve?

When someone dies, survivors must do certain things such as arranging a funeral or obtaining a death certificate, and figuring out what to do with all the loved one’s belongings, both tangible and intangible, such as bank accounts, mortgages, and more. This is where probate comes in.

How Do Probate Laws Work in Georgia?

Probate is the process by which assets of an individual, known as the decedent, who recently passed away, transfer to the individual’s heirs. As part of this legal process, the probate court will validate the decedent’s last will and testament, distribute assets to the heirs, and settle all debts.

When Is Probate Required in Georgia?

Probate is not always necessary, and this is true whether the decedent died testate or intestate (died with or without a valid will).

How to Start the Probate Process in Georgia?

To begin the probate process, the executor must contact the local court office and file papers, or petitions, and the process may take a matter of weeks or even years, depending on the estate’s magnitude.

How Long Does Probate Take?

Depending on the complexity of the case, the probate timeline may take anywhere from a few months to a year and longer.

How Much Does Probate in Georgia Cost?

Depending on the value of the estate assets, probate can cost anywhere from 3 percent to 8 percent. Probate costs differ by state, and can include:

Frequently Asked Questions

According to Georgia probate law, what are the other requirements for a valid will?

What happens if the executor denies a claim?

If the executor denies a claim, the creditor can appeal that to the probate court. The executor also needs to determine if any taxes are due by the estate, including federal estate and income taxes, state estate and income taxes, local property and income taxes, and any other types of taxes. The executor must prepare and file any tax returns due ...

What is probate in 2021?

By Katie Kao. Probate is the legal process that ensures your debts are paid and legal title to your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid.

How long does probate take?

During the process, an executor will be appointed to administer the estate. Probate can take anywhere from a few weeks or months to years to wind up the estate. Probate is necessary to wind up all estates, but having a last will ...

What happens at the first hearing of a will?

Also at the first hearing, the court decides whether to declare the will submitted to the court to be valid. The executor might be required to present to the court one or more of the witnesses to the will to testify that he or she did witness the deceased sign the document.

What is the first step in probate?

At the first hearing the court usually formally appoints the executor and authorizes him or her to act on behalf of the estate. This often is known as grant of probate. After receiving a grant of probate, the executor must obtain a federal tax identification number for the estate. The estate can’t conduct business using the deceased’s Social Security number or other taxpayer ID number. In addition, the executor should open a bank or financial account for the estate.

What documents are needed to open probate?

The names and content of the documents required to start the probate process vary around the country but most often are called a petition to open probate. Usually the initial filing must include the death certificate and the original version of the last will and testament.

What is the process of proving a will?

This part of the process, known as proving the will, usually is a formality. But if someone challenges the validity of the will or submits a different will to be considered by the court, the process could be more significant.

What is the penalty for not filing a will in Georgia?

It is classified as a misdemeanor with a fine up to $500 and a jail sentence not to exceed 20 days. That’s reason enough to at least file the Will.

How long does probate take in Georgia?

Don’t get me wrong, estate planning has costs of its own, but an ounce of prevention is worth a pound of cure. On average, the probate process lasts 6 to 12 months in Georgia. That’s an average. Sometimes it’s less, but sometimes it’s more. Going through the probate process is a bit like Forrest Gump’s feeling on life.

What is a revocable living trust?

Create and fund a Revocable Living Trust – this is a great addition to a Last Will and Testament and is being used more and more these days to avoid the probate process. The Trust will own your property, yet you remain in charge of all decisions regarding your assets until your death. After you pass away, your successor Trustee (the person you’ve named to take care of your affairs after you pass away), manages your assets pursuant to your instructions. This works really well in conjunction with an experienced estate planning attorney.

What is probate process?

The probate process is the court-supervised distribution of your assets upon your passing. Sometimes, this supervision can be avoided and I’ll explain that a bit more later in this article. Some people believe that the Probate Court only becomes involved if you have a Last Will and Testament. But, this isn’t true. The Probate Court also becomes involved if you don’t have a Last Will and Testament. The key isn’t whether you have a Will or not, it’s whether you have probate assets or not.

What to say when someone says they need to probate a will?

If a person were to say to me that they need to probate a Will, my first response is “I’m sorry to hear that.” The probate process isn’t something that families look forward to and they never end the probate process saying they were glad to go through it. It’s just something that people would prefer to avoid and I can’t blame them.

What is a Testamentary Will?

This is the document that gives you, as the Executor, the authority to handle the business of the estate.

Do I need to file a last will and testament?

As I mentioned above, it may be necessary to only file a Last Will and Testament. For example, imagine that a husband and wife have what we call “mirror” Wills. In other words, each Will leaves the entire estate to the other which is somewhat typical with married couples. Now imagine that the only asset they have is a home. You’d need to imagine that they don’t have any bank accounts (although the bank accounts could be joint bank accounts in this situation) or other types of assets. If the home is titled properly, it may be necessary to file a simple Affidavit with the Court if one of them were to pass. Then, there’s really no need to probate the Will. After all, what is the Court going to supervise? So, you’d simply file the Last Will and Testament with the Court “for informational purposes only.”

What to do if you are not sure of your intestate heir in Georgia?

If you are not sure of your legal rights as an intestate heir in Georgia, contact a probate attorney who specializes in Georgia probate law to find out.

What happens to the intestacy in Georgia?

When this happens, the intestacy succession laws found in the Georgia Probate Code will dictate who inherits the assets in the probate estate. Whether the deceased person left a surviving spouse is a determining factor, but surviving children, parents, or other relatives can also impact your inheritance.

What happens when there is no surviving spouse?

When there is no surviving spouse, the deceased person's descendants will inherit the entire probate estate according to per stirpes. 1

What happens if a deceased person is not survived by any family members?

In the unlikely circumstance that the deceased person is not survived by any family members as described above, then the entire probate estate will escheat to the State of Georgia.

How much of a deceased person's estate will be divided between themselves?

However, the spouse will receive one-third of the probate estate if the deceased person is survived by a spouse and four children, and the children will equally divide the remaining two-thirds between themselves.

What happens if a relative leaves a trust in Georgia?

If your relative left all non-probate property or had a living trust, the estate made void the probate process in Georgia. You also might not get anything if the debts your relative owed at the time of death exceeded the value of the probate estate, which makes the estate insolvent.

Can a deceased person be survived by a spouse?

Deceased Person Is Not Survived by a Spouse or Descendants. Here is what will happen under the Georgia intestacy laws if the deceased person is not survived by a spouse, children, grandchildren, great-grandchildren, or any other descendants.

What is Martindale Nolo?

Nolo is a part of the Martindale Nolo network, which has been matching clients with attorneys for 100+ years.

What happens if there is no will in Georgia?

If there is no will, or the person named in the will isn't available or willing to serve, the probate court will appoint an "administrator." This person does the same job as an executor and is also called the personal representative. The surviving spouse, if any, has first priority to be appointed as administrator (unless the couple was getting a divorce at the time of the death). GA. Code Ann. GA. Code Ann. § 53-6-20

How long does probate take in Georgia?

Probate in Georgia can commonly be conducted in about eight months to a year, unless there is a court fight over the will (which is quite rare) or unusual assets or creditors' claims that complicate matters.

What is probate in Georgia?

Probate is a court-supervised legal process that may be required after someone dies. Probate gives someone, usually the surviving spouse or other close family member, authority to gather the deceased person's assets, pay debts and taxes, and eventually transfer assets to the people who inherit them. Probate in Georgia can commonly be conducted in ...

What is the name of the executor of a will in Georgia?

If the deceased person named you to serve as executor (generally called a personal representative or PR in Georgia) in his or her will, it will be up to you to step up and take charge of settling the estate. GA. Code Ann. § 53-5-2. If probate is necessary, you will go to the court and request to be formally appointed as personal representative of the estate.

How does the PR distribute estate assets in Georgia?

The PR can distribute estate assets to inheritors only after debts and taxes are paid. The PR follows the instructions in the will, or if there is no will, turns to state law to determine who inherits. Georgia law provides that the deceased person's closest relatives inherit his or her assets. For example, if the deceased person is survived by a spouse and children, they share the estate. The PR usually prepares an accounting, showing who gets what, before distributing property. GA. Code Ann. § 53-2-1

How long does a PR have to serve as a personal representative?

Within 60 days of starting to serve as personal representative, the PR must publish a notice of the probate proceeding in a local newspaper. This serves to let creditors know that they have three months (after publication ends) to come forward if they want to present a formal claim to the estate. Most creditors don't make formal claims; they just send regular bills to the deceased person's address. GA. Code Ann. § 53-7-41.

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