what questions to ask lawyer for probate

by Delbert Sauer 9 min read

Questions to Ask a Probate Attorney

  1. Do You Specialize in Probate Law? It is important to find out if the probate attorney you are meeting with is a true specialist, or just a generalist who ...
  2. Do You Have Experience In Front of the Court Where My Case Will Be Heard? ...
  3. Have You Handled Similar Cases? If So, What Was the Outcome? Experience with cases similar to yours is essential, so ask about the past experience of the probate attorney. ...
  4. What Kind of Time Frame Do You Anticipate? Once again, every probate case is different, and the time frame for completion can vary widely. ...
  5. What Kinds of Issues Do You Anticipate? All kinds of things can crop up in the course of a probate action, and it is important to be ready for ...
  6. Can I Reach You If I Need You, Even Outside Office Hours? ...
  7. What Fees Will I Be Asked to Pay?

Questions to Ask a Probate Attorney
  • What is the focus area of your practice? ...
  • What is the job as a probate attorney? ...
  • Have you executed a will before? ...
  • My loved one died without a will.
  • How do you charge for your services? ...
  • How long does probate take? ...
  • What can I expect during probate? ...
  • What are the duties of an executor?

Why is it so important to hire a probate attorney?

What do probate attorneys do?

  • For preparing, drafting and filing the probate documents effectively and timely
  • For securing all the assets of the decedent (be it probate assets or non probate assets)
  • For obtaining the real value and conducting the actual appraisals of the assets
  • For conducting the life insurance process, if any.
  • For managing bills and final payments of the decedent

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What are the main duties of a probate attorney?

  • Important Facts About This Occupation
  • Education and Skills. If you're a prospective estate lawyer, you typically must attend law school to earn your Juris Doctor degree, and then pass your state's bar exam.
  • Salary Information and Job Outlook. As of March 2021, Payscale.com reported that estate planning attorneys made a median annual wage of $78,000.

Why do you need to hire a probate attorney?

What Does a Probate Lawyer Do?

  1. Keep the Family from Conflict. Hiring a probate attorney is a great way to prevent needless family conflict. ...
  2. Access the Estate Faster. Probating can be a lengthy process – it often takes over a year. ...
  3. Prevent Claims Against the Estate. ...
  4. Prevent Rejection. ...
  5. Answer Questions. ...
  6. Deal with Debts Properly. ...
  7. Avoid Overpaying. ...
  8. Stay Away from Lawsuits. ...

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How do I choose the best probate attorney?

  • What area of law do you specialize in?
  • What percentage of your practice is devoted to probate (litigation, administration, planning)?
  • How many situations similar to mine do you handle in a year?
  • How often you do work on conflicts that end up in getting litigated?
  • Described the timeline of how my case should proceed?

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What does it mean when a deceased leaves a pour over will?

If the deceased left a pour-over Will, it means that the assets mentioned be put in a trust. A probate attorney with estate planning or trust administration skills can be of great assistance. 12.

Can a decedent's assets be frozen?

In the blink of an eye, a decedent’s assets can be heisted, pillaged, squandered, or frozen. Probate attorneys help to execute the deceased’s estate plan or intestacy laws so that this doesn’t happen.

What is the role of a probate attorney?

The role of any reputable probate attorney is to make the process of sorting through estate matters and filing the required paperwork as seamless and stress-free as possible for anyone dealing with the loss of a loved one.

What assets do not need probate?

Assets that do not need to go through probate may include: • Retirement accounts where a beneficiary was named. • Life insurance proceeds (unless "the estate" is listed as the beneficiary) • Property that's held in a living trust. • U.S. savings bonds registered as "payable upon death". • Pension plan distributions.

Is a car titled to the deceased subject to probate?

Typically, any property that was solely owned by the deceased person is subject to probate. This usually includes things like a car titled to the decedent alone or real estate the individual owned. Shared property is also subject to probate.

Do law firms have answering service?

Some law firms have an answering service while some attorneys will provide their personal contact number for clients. Also, ask how they normally communicate with their clients. Even if there are no issues with probate, you'll still want to be kept informed of how the process is going.

Do all assets need to go through probate?

Not all assets will need to go through probate. If the deceased person was married and almost everything was jointly owned, probate is not usually necessary with those assets. The same is true if the individual did some planning prior to their death to avoid probate.

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.

What is a dependent probate administrator?

The term “dependent” refers to the administrator’s need to get the court’s approval for the transactions that are a normal part of the probate process , such as the sales of real estate or personal property.

What happens after a testamentary hearing?

After the hearing, the executor receives the Letter of Testamentary granting authority to act on behalf of the deceased. This document can be taken to banks and financial institutions, stockbrokers, title offices, etc. who will follow the executor instructions to transfer assets.

Why do you need a bond for a deceased person?

The court may also appoint the appraisers who will determine the value of the deceased’s property to prevent the stealing of estate assets or the cheating of heirs.

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 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.

Who manages the assets of a 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. A Beneficiary is a recipient who will inherit the assets of the trust at some point.

What should an experienced attorney know?

An experienced attorney should be able to tell you which nuances of your case may cause delays and how to plan for them. Knowing this information in advance can help you obtain any necessary paperwork in advance, saving time. 6.

Do probate attorneys know immigration?

Some attorneys know immigration very well, others are proficient with criminal law, yet others primarily focus on real estate closings. When hiring a probate attorney, ask them (or look at their website) about other areas of law they practice.

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