what to ask lawyer before probate court

by Hermann Zemlak 10 min read

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.
  • Do I need a probate case?
  • How do you charge for your services?
  • How long does probate take?
  • What can I expect during probate?

Full Answer

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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How do you get around probate court?

How can you avoid probate?Have a small estate. Most states set an exemption level for probate, offering at least an expedited process for what is deemed a small estate. ... Give away your assets while you're alive. ... Establish a living trust. ... Make accounts payable on death. ... Own property jointly.

Will preparation questions?

5 Questions An Attorney Will Ask When Drafting A WillWhat Do You Hope To Achieve With A Will? ... What Is Your Family Situation? ... What Assets Do You Own? ... Where Do You Want Your Assets To Be Distributed? ... Who Will Be Responsible For Your Estate?

What are good estate planning questions?

Common questions about estate planningWhat makes up my estate? ... Who needs estate planning? ... What makes up a well-designed estate plan? ... If I have a living trust, do I still need a will? ... What is probate? ... Is probate a concern only for those with large estates? ... What is a trust? ... What Is a Revocable Living Trust?More items...

How do I get a grant of probate?

A person applies for a grant of probate from the Probate Office in cases where a person dies and has left a will. The person named as the executor in the deceased's will has the responsibility to apply for the grant of probate and carry out the terms of the will as laid out by the deceased.

What to ask probate attorney about case?

Experience with cases similar to yours is essential, so ask about the past experience of the probate attorney. Have they recently handled a case that was similar to yours in size, scope and complexity? If so, what was the outcome of that case? Were there any unexpected twists and turns, or did the case go largely the way the attorney expected?

What to do when probate office is closed?

All kinds of things can crop up during a probate action, and you may need to reach an attorney or paralegal when the office is closed. Ask about the procedure for doing so, and how you can reach someone if something unexpected comes up.

How to get an accurate time frame for probate?

When you meet with the probate attorney and discuss the specifics of your own probate case, ask for their estimate of the time frame. Be sure to provide all of the relevant details, and bring copies of all of the paperwork that may be needed. The more the probate attorney knows about your case, the easier it will be to provide an accurate and realistic time frame.

How to find out about probate attorney?

You can find out a lot about your proposed probate attorney before you even get to the office. Start by taking a look at the company website – does it list multiple specialties or focus on probate law? Once you are in the office, you can discuss past cases, levels of expertise and training and other critical areas.

How to test probate law firm responsiveness?

You can also test the responsiveness of the probate law firm during and after your initial meeting. Send an email in advance of the scheduled meeting and see how long it takes for someone to respond. Give the office a call and ask to speak to a paralegal. Does someone answer the phone right away, or are you put on hold? Does the staff seem friendly? Is it easy to get answers to your questions? If the firm is unresponsive now, their response time is unlikely to improve once you are a client.

How long does it take to close a probate case?

A simple probate case could be decided within a week, while a complex action could take months to close.

Can a probate attorney give you a figure?

Even so, an experienced probate attorney should be able to give you a ballpark figure, based on the paperwork and documentation you have provided. Be sure to get information about fees and expenses in writing. Even if the figure is just an estimate, it will give you something to work with and make your life a lot easier.

What other areas of law do you practice?

Estate attorneys often have to represent clients in other areas of law. When you hire a probate /estate attorney, ask them about the different fields they are knowledgeable and experienced with such as immigration, criminal defense, or real estate closing transactions.

Do you regularly practice before the court to which my case will be assigned?

Many attorneys know immigration law very well and others are proficient in criminal cases. When hiring a probate attorney, make sure they have experience with other areas of the law so you’re not surprised when your case is one that’s out of their expertise.

What is your experience in this area?

This question will give you a sense of whether or not the attorney has had any previous probate law matters like yours, and how difficult it was for them to solve similar problems—as well as what they would recommend moving forward if faced with another estate law case.

What is the approximate time frame for completion?

This can be a difficult question to answer as many factors come into play, but in my experience, it generally takes about six months from probate being granted until everything has been processed and finalized by all parties involved and distributed accordingly.

What are the estimated legal fees and are there any other fees?

How much you may have to pay for legal fees depends on the type of fee. A flat rate is a set price for an entire case and hourly rates are closer to what your attorney charges by task, but both can be expensive depending on how long it takes them.

How long does it take to probate an estate?

The answer to this depends on the size of your estate. Smaller estates can take a few months, while larger estates can take up to a year or more to probate. As one of the questions to ask an attorney, this probe helps weigh their field expertise.

What are the issues that can complicate probate?

Sometimes the will has very ambiguous clauses or gifts that can trigger intestacy. Jurisdiction problems, Will challenges, and a beneficiary’s death are also other issues that can complicate probate. The best probate attorney should have experience in these matters.

Is a probate lawyer a fair arbitrator?

You may come face to face with angry beneficiaries and family members. A probate lawyer should be a fair arbitrator.

Can creditors make claims that the executor does not believe he or she is eligible?

Creditors can make claims that the executor does not believe he or she is eligible. Measurement problems may arise. Your attorney can review the legal issues surrounding your case and provide you with legal advice.

Can a probate lawyer dispute a will?

A probate lawyer can help to dispute a will if you suspect its authenticity. They can help, via the courts, remove a will executor who is biased or mismanages the estate.

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.

Do all assets go through probate?

When planning your estate, it’s important to remember that not all assets go through probate when you die. An estate planning attorney can help to create a will and plan your estate with strategies such as joint tenancy and trusts.

What to do after a semi truck accident?

While it may be an important step to take, waiting to file a claim, one of the best things you can do for yourself immediately after a semi-truck auto accident is to contact an attorney. Even in the early stages, a semi truck accident attorney, such as Gauntt, Koen, Binney & Kidd LLP, can become a major assistance. They can help to gather evidence and organize all of your paperwork while making sure your timeframe for filing does not run out. Many times even having the extra help can take a good majority off your shoulders so you are able to recover from your accident and not stress about if you are doing everything correctly.

How to represent yourself in court?

One of the biggest tips for those who choose to represent themselves in court, consult with a law attorney, such as the Woodlands law firm , Gauntt, Koen, Binney & Kidd. They may be able to assist in a small way, and they may also inform you of how difficult your case may be and whether self-representation would be the wisest decision. This is not to try and persuade you to hire an attorney, but it is important to remember that not all cases are the same and having a professional to help sort out the case will only help you in the long run. While a consultation will still cost some money, it is nowhere near the amount you may have had to spend if a lawyer took on your case right away.

Why do people prefer mediation over litigation?

Some of the best reasons to choose mediation over traditional lawsuits are they have fewer expenses, faster resolutions, better flexibility and they tend to have better compliance over the outcome for all parties. They also tend to be less formal which helps to make everyone be more engaged and maybe more at ease. Mediations are confidential unlike public court cases, which means no records or evidence that may be used later against you. These types of resolutions are meant to preserve the relationships, if any can be saved.

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 is probate in a will?

Probate is the court-supervised process of authenticating a will. It's a process that includes locating and determining the value of assets, paying any required taxes, debts and other final bills, and distributing the remainder of the estate or available assets to the designated beneficiaries or legal heirs.

Why do people choose mediation over lawsuits?

If trying to solve a problem in the most non-confrontational way, while still wanting to hold on to some of the relationship because these are important to you , is one of the best reasons to choose mediation over a lawsuit. Being able to handle your own affairs in a private and informal, unbiased setting helps to create a sense of collaboration between all parties making for a greater sense to end the resolution in favor of everyone involved.

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.

What does probate lawyer do?

Probate lawyers help transfer assets from a descendant to the appropriate beneficiaries. They also make final disbursements of assets based on the defendant’s will or living trust.

What is the area of law that Attorney Froehle practices?

Attorney Froehle practices in several areas, focusing primarily on the areas of Estate Planning, Probate and Trust Administration, Real Estate, and Municipal law. She is licensed to practice law before all courts in Wisconsin, including the Eastern and Western District Federal Courts, along with the Seventh Circuit Court of Appeals. She is a member of the Wisconsin Bar Association, Jefferson County Bar Association, and the Dodge County Bar Association.

What to do if a probate lawyer doesn't sound confident?

Every case is a little different. If the probate lawyer doesn’t sound confident about their abilities to help you, keep looking. Choosing someone who has handled a similar situation in the past will give you peace of mind.

What should an experienced lawyer know?

An experienced lawyer will know what potential problems to look out for. They should also know how to take the necessary steps to avoid the same issues .

What to do when one lawyer's time frame is too long?

As you speak to different lawyers, pay attention to each one’s answer. If one lawyer’s time frame seems too long, scratch that lawyer off your list. They might have too much on their plate to help you.

Why choose a lawyer with years of experience?

Choosing a lawyer with years of experience will give you peace of mind. You’ll feel reassured that they have the know-how you need.

Is it difficult to lose a loved one?

Losing a loved one is difficult enough. It’s important to find a probate lawyer you can trust. Their expertise and experience can ensure the process is handled properly.

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