what to look for in a probate lawyer

by Dr. Catherine Robel V 10 min read

Your attorney should be competent, compassionate and honest. A competent probate law attorney knows the law. A compassionate probate attorney will ask the client what the goals are.

Full Answer

What should I look for when hiring a probate attorney?

Communication is important. Phone calls should be promptly returned and the client should be fully informed of the case... Probate is a highly specialized field. Be cautious with the attorney whose practice includes multiple areas. Many...

What does a probate attorney do?

Nov 20, 2019 · There’s two ways to find the best probate lawyers: Trusting Google or doing the homework yourself. Read more by checking out our blog.

How do I handle a probate case?

Finding the Attorney Who's a Good Fit for You. Communicates clearly. Some lawyers just can't seem to talk in plain English. If you can't understand what the lawyer is talking about and don't get ... Respects your efforts to educate yourself. If you're doing your best to learn about your ...

How do I find a probate lawyer as an executor?

A probate attorney can accomplish many things to settle an estate and assist the Executor and beneficiaries, including: Collecting life insurance policy proceeds Determining and paying inheritance taxes Figuring out and paying estate and income taxes that may be due Identifying all estate assets ...

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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.

Why don't I want to hire a probate lawyer?

Don't focus on the price too much. You don't want to hire the cheapest probate lawyer you can find simply because they're the cheapest. Remember, you get what you pay for. Investing more money into a lawyer that has the right experience is well worth the cost.

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 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 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.

Can a probate lawyer help with an estate?

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) through the process. They may still be able to perform all the same jobs, but they may be limited by ...

Can I get through probate on my own?

The specific process of probate varies depending on the sate. Some states have a simple probate process, so you may be able to get through it on your own . However, in most cases, it's better to hire a probate lawyer. Since they know the probate laws inside and out, a lawyer will be able to guide you through the steps quickly and efficiently.

What is probate lawyer?

What is a probate lawyer or 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.

What happens to assets when a person passes away?

When a person passes away, their assets must be disbursed in a manner consistent with state laws and following the directions they put forth when they were alive, as stated in their will. A probate lawyer guides the executor of will or beneficiaries of an estate through the probate process: From identifying estate assets ...

What is the job of a probate attorney?

Obtaining appraisals for the decedent’s real property. Assisting in the payment of bills and debts. Preparing and filing all documents required by a probate court. Determining if any estate or inheritance taxes are due, and making sure those debts are satisfied. Resolving income tax issues.

How to handle probate?

The conventional way to handle a probate is to turn it over to a local lawyer who's experienced with this area of the law. You can't exactly sit back and relax—it's still your responsibility to gather and safeguard assets, pay bills, and take inventory, just for starters. But you may feel better knowing that an expert is handling all the court-related tasks, which in a probate usually means preparing and filing paperwork. (Unless there's a dispute, which is rare, there won't be any adversary proceedings in the courtroom.)

What can a lawyer give you?

The lawyer can give you a list of important dates— for example, when is the cutoff for creditors to submit formal claims, and when will the final probate court hearing be held. Talk to a Lawyer.

How to get help with executor?

There are essentially two ways to get help from a lawyer when you're an executor: You can turn a probate case over a lawyer, or you can take on primary responsibility for handling the probate yourself and consult a lawyer only when you have questions or need limited help.

What is wrapping up an estate?

Wrapping up an estate always involves sorting through the deceased person's papers—lots of them—and making phone calls to various agencies and institutions—lots of them. You can take on a lot of this work yourself; a lawyer is not required.

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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