what does a probate lawyer do?

by Ms. Heather Kuhic 9 min read

Probate lawyers can help with a variety of tasks, including:

  • Determining and collecting life insurance policy;
  • Determining and paying inheritance taxes;
  • Paying estate income taxes;
  • Identifying all estate assets;
  • Distributing and settling the estate;
  • Opening/managing estate checking accounts;
  • Determining and paying all debts and final bills;
  • Prepare/file probate court documents;
  • Retitling assets to beneficiaries;

A probate attorney usually handles the process of estate administration after a person dies. An estate planning attorney, on the other hand, works with living clients on how their client's estates should be administered. The attorney could do that by helping clients prepare trusts, wills, and other relevant documents.May 8, 2020

Full Answer

What are the main duties of a probate attorney?

A probate lawyer is a state licensed attorney who works with the executors and the beneficiaries of an estate to settle the affairs of the decedent. In some instances, probate can be avoided if all the decedent’s assets have been placed in a trust. A trust can ensure a smooth transfer of property outside of court and legal proceedings.

How much do lawyers charge for probate?

Mar 15, 2022 · A probate lawyer is also known as a trust lawyer. These are lawyers who help the executors of an estate to manage the probate process, especially if there is no will. A probate lawyer can also assist with the drafting of the last will and testament or setting up a trust.

Can probate be done without lawyer?

So, what does a probate lawyer do? In short, they help you through the process of distributing someone's assets after they pass away. Not sure where to find good probate lawyers in your area? Our team at De Bruin Law Firm can help you with any of your probate needs. Don't hesitate to give us a call today. Share this with a friend: Aaron De Bruin

How do we file for probate without an attorney?

Jun 07, 2021 · A probate lawyer deals with the process of estate administration following a person’s death. An attorney working as an estate planning attorney is tasked with helping clients prepare trusts, wills, and other relevant documents before or during their lifetime to ensure that their estates are given proper attention after they die.

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Why do you need a probate lawyer?

Most importantly, however, hiring a probate lawyer will help you focus on what really matters, which is mourning your loved one who passed away and being with family and friends.

How many years of experience do probate lawyers have?

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.

What are the duties of a life insurance agent?

Some of the jobs they might take care of including the following: 1 Appraising the property of the person who passed away 2 Securing all that person's assets 3 Finding out how much (if any) estate taxes are owed 4 Handling the proceeds from life insurance 5 Filling out any necessary documents

What happens when a person passes away?

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. This process can often be complicated and confusing.

What to do if someone passes away with life insurance?

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.

What happens if someone dies without a will?

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) ...

Who is Aaron DeBruin?

Aaron De Bruin is an Estate Planning and Criminal Defense attorney serving Greenville, SC and the surrounding upstate. Aaron fights for the rights of every one of his clients works hard to make sure they are treated fairly – no matter how small or large a legal case may be.

What does an estate lawyer do after death?

At the end of life, an probate lawyer helps to settle all affairs.

What is the difference between a probate lawyer and an estate lawyer?

A probate lawyer deals with the process of estate administration following a person’s death. An attorney working as an estate planning attorney is tasked with helping clients prepare trusts, wills, and other relevant documents before or during their lifetime to ensure that their estates are given proper attention after they die.

Can the executor of the estate take everything?

An executor is a fiduciary to the estate beneficiaries, not necessarily a beneficiary.

How much do they charge for a probate lawyer?

When choosing an attorney, one thing people often don’t realize about their bill until after signing on the dotted line is just what form billing might take: flat fee, hourly rate, or contingency-based compensation (wherein only if there’s success does the lawyer receive money).

How does one fire a probate attorney?

If you are the executor of the estate, there is nothing stopping you from firing an attorney. If not, then your best option may be to convince her or him to choose another lawyer. This cannot happen if they refuse and might have more luck petitioning in court for their desired outcome.

What does a probate attorney do?

What a probate attorney does. In general, a probate attorney manages the probate process. That means that they—or their paralegal or legal assistant—fill out forms to submit to the local probate court, get appraisals, keep track of relevant dates, and accompany you to court hearings if needed. These activities don’t require a law degree.

How much does a probate attorney charge?

Many probate attorneys charge a flat fee for probate cases. This fee could range from $3,000 to tens of thousands of dollars, depending on the attorney and the complexity of the estate. A flat fee provides certainty ...

What to do if you are named executor of an estate?

If you’ve been named executor of an estate or find yourself in a position to administer an estate, your first thought may be to hire a probate attorney. But before you rush to sign an agreement, you may want to think carefully about what a probate attorney does and whether you actually need one.

What is flat fee in probate?

A flat fee provides certainty to both the attorney and the client about the final cost of the project, but it may result in your paying for things you don’t actually need someone else to do — like a legal assistant filling out the probate forms.

How much does an attorney charge per hour?

While a flat fee is often the standard, more and more attorneys are willing to work on an hourly rate. Hourly rates could be anywhere from $150 to $300 or $400 per hour. With an hourly rate, you have the ability to limit your costs and contact the attorney only when you absolutely need to.

Do you need an attorney to probate an estate?

While many people think that the probate process must be handled by an attorney, only two states actually require that an executor hire an attorney for the process — Texas and Iowa. Florida also requires an attorney if there are more than two heirs. In all other states, you are permitted to probate an estate on your own.

How long do you have to keep a probate case open?

State law requires you to keep the probate case open for months, to give people time to come forward with disputes or claims—but in most probates, beneficiaries don't argue about anything in court, and few creditors submit formal claims. By all means, ask the lawyer any questions you have about the proceeding.

What to do when winding up an estate?

When you're winding up an estate, there's usually a lot of legwork to be done—things like making phone calls and gathering documents. Many of these tasks don't need to be done by someone with a law degree. So if you're paying the lawyer by the hour, you'll probably want to volunteer to take on some of this work yourself.

What is a Probate Attorney

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.

What Does a Probate Attorney Do?

Also known as a probate lawyer, probate attorneys are hired to help settle an estate. After the death of a loved one, their Estate Plan dictates the next steps. If they have a Will, probate will be necessary. Trusts won’t go through probate, which can sometimes make the process a bit less complicated and much more private.

Do I Need a Lawyer for Probate?

Whether or not you need a probate lawyer will depend on multiple factors and scenarios. You’ll want to consider things like:

Questions to Ask a Probate Attorney

If you do end up using a probate attorney, there are a few things you should know before retaining one. Asking questions up front will ensure there are no (costly) surprises along the way. Use the following list to help you find an attorney who will be the right fit for your exact needs.

A Probate Attorney Does the Hard Work For You

Probate is a very procedure-driven process. You create some documents, you file some documents, you wait for a little while, you file some more documents, you do some other things, and eventually, you are done.

Probate Attorneys Make Your Job Easy

The Personal Representative has quite a bit of work to do when put in charge of a probate.

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