what type of lawyer to contact if your parent died without a will

by Prof. Cordia Swaniawski 5 min read

Full Answer

What to do when a parent dies without a will?

What to Do When a Parent Dies Without a Will? Can You Close an Estate if a Lawsuit Has Been Filed? The probate process itself isn’t dramatically altered when someone dies without a will. The major differences occur at the beginning and end of the proceedings.

Do you have to go through probate if your parent dies?

Real estate, bank accounts, stocks and securities may have survivorship or payable-on-death provisions and, if so, they don’t have to go through probate either. If your parent was collecting Social Security, notify the Social Security Administration of her death and return any payments that come in after the date of her death.

What are the Probate Procedures for a house without a will?

Probate procedures are largely the same with or without a will. If you’ve already identified the property that requires probate, the next step is to complete an inventory for the court, listing the assets and citing their values. Some property might require professional appraisals.

How do I find out if my parent has a lawyer?

Look through your parent’s records and file cabinets, talk to their close friends and other relatives, ask their accountant and any lawyer they worked with in the past. Look around the house for business cards of lawyers, accountants or financial advisors.

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Introduction

Indian laws distinctly mention the circumstances in which if a parent dies without making a last will or testament, then how will his/her assets like estate, finances, properties, etc., be settled.

What are the types of Succession?

Succession Certificate NRI: Introduction There are many struggling situations for NRIs when they have to access their inherited property. Or assets that are present in India. As they are not aware of the Indian laws and regulation, most of the times they don’t even possess the required documents at the time of accession.

Who is the person in-charge: Intestate Succession under different religions

The state law has provided a list of successors who will be eligible to be granted with the assets of the deceased person. If a probate court procedure is essential, then the court will choose someone based on the list of priorities. But it should be noted that each and every state has a different set of priorities based on different religions.

Guide to create Intestate Succession during Covid-19

If an NRI is suffering from the recent loss of his/her parent dying due to covid-19 and they have left no will, here is the process to be followed:

Validate Whether a Will Has Been Made

Crafting a Last Will can be done at any point in time, so be sure to exhaust all measures before assuming your lost loved one did not have a will. Oftentimes, people will place important documents in privately secured locations without informing their loved ones. Check with the bank and any safety deposit box in your parents’ possession.

What Is Intestate Succession?

Before arriving before a probate judge, it helps to understand the process that is about to unfold. When an individual dies without a will put in place, the assets involved in their estate will go through intestate succession.

Undergoing Probate Proceedings

In the state of Arizona, a family will undergo probate proceedings when a lost loved one does not have a will put in place. A local probate judge will oversee all assets within the estate for residents in Arizona before applying appropriate state laws to the assets involved in the estate.

Find Help at Dana Law Group

Dana Law Group is a prestigious and elite estate planning and probate law firm that specializes in trust administration for individuals and families throughout the great state of Arizona. Dana Law Group helps clients put a legal plan in place to ensure that their loved ones are protected.

What is it called when your parents die without a will?

This is called an intestate estate, which means mom or dad died without a will. The beneficiaries will then be determined by state law, which dictates who inherits the money. Of course, most of this can be avoided if your parent creates an estate plan, including a will, before they die.

What happens if my mom dies without a will?

Since there is no will, you will need to bring a petition under the laws of the state where mom died (or where she owned assets) asking the court to appoint you as Personal Representative (or Administrator) of the estate. This is called an intestate estate, which means mom or dad died without a will.

What happens if you find an old will?

If you have found an “old will” – and it was not revoked by your parent – it is the will that will be probated. Check to see if mom or dad had a safe deposit box. The will may be in the safe deposit box. This poses a particular challenge because the authority to get into the safe deposit box may be in the box.

What to do if mom dies on March 19th?

If mom died on March 19, you should gather up all of the financial statements that cover the entire month of March. Date of death values of assets will be needed for probate and estate tax returns. Financial statements will often indicate ownership of the account.

How to find a will?

Make a diligent search for a will. Look through your parent’s records and file cabinets, talk to their close friends and other relatives, ask their accountant and any lawyer they worked with in the past. Look around the house for business cards of lawyers, accountants or financial advisors. They may have gone to a lawyer and not told you about the appointment. I cannot tell you how many times a client has told me, “I have a will, but it’s old.” Wills are not like cartons of milk; they don’t have expiration dates. If you have found an “old will” – and it was not revoked by your parent – it is the will that will be probated.

Does a joint owner of an account have to be paid on death?

If there was a joint owner of the account, the ownership will most likely pass to the surviving joint owner and probate of that asset may not be needed. The same is true if the account had a “POD” – Payable on Death – listed. The asset gets paid on death to that named person listed and avoids probate.

1. Limits of a Will

The first part of understanding what to do when a parent dies without a will is to know what a will is and what its limits are.

2. Filling the Role of Executor

The first major step to distributing property when a person has died intestate is to find an eligible executor. In most cases, the executor will be the closest living relative to the deceased person.

4. Cremation and Funeral Arrangements

Funeral plans are often not mentioned in a person’s will. However, cremation can come into play when it comes to deciding who gets the ashes.

What to do When a Parent Dies Without a Will

Deciding what to do when a parent dies without a will becomes a lot easier when you understand the inheritance process. There are a lot of steps to this, but it’s definitely worth understanding.

What happens if your spouse dies without a will?

If your spouse or parent dies without a Will, State law determines who will inherit his or her property. These laws, called intestacy laws, are essentially state-written Willls that determine who gets the decedent's property. The word "intestate" describes a person who dies without a will. A person who dies with a Will is said to die "testate."

Who inherits all the property left by a decedent?

In some states, for example, a surviving spouse will inherit all the property left by a decedent, if all of that person's surviving heirs are also descendants of the surviving spouse. For example, in a state like that, if John dies intestate, leaving behind a wife, Kate, a baby daughter, Sally, a brother and both parents, Kate, the surviving spouse, would inherit everything.

What are state intestacy laws?

State intestacy laws are written like computer programs, not like novels, although they do have a certain soap-opera like quality to them. (It can be mind-boggling to imaging a person with all those complicated family relationships at the same time!) Basically, you can think of state intestacy laws like a long series of "IF/THEN" statements -- IF the decedent was married, and had no children, THEN the spouse inherits all." Once you find the right set of "IF's", you can determine who gets the property at issue. The people with the right to inherit are called "heirs."

How much of John's estate does a spouse inherit?

In some states, though, a surviving spouse would only inherit a portion of John's estate. In New York, for example, Kate, as the surviving spouse, would inherit $50,000 and one-half of the estate, while Sally, the daughter, would inherit the rest. In some states, Kate might inherit one-half of the estate and the other half would go to John's surviving parents. And in some states, if John had been married before he married Kate, and had children from that first marriage, Kate would inherit a portion of his estate (one-half or maybe one-third) and the rest would be divided between his children from both marriages.

What happens to property in intestate succession?

Generally, in intestate succession, property goes to close family members, starting with a surviving spouse and children, and then gradually widening out to parents, siblings, nieces and nephews, grandparents and their legal descendants, and more distant relatives after that. If absolutely no relatives can be found, then a decedent's property goes to the state.

What is considered intestacy?

Intestacy law applies to everything else owned by a person at death--such as bank accounts held in the name of the dead person, real property held individually or as a tenant in common, stocks and bonds held in investment accounts in that person's name, and all of a person's tangible personal property (furniture, clothing, cars, and the like).

Does the intestacy law apply to property that has been passed?

Before going into detail about how to understand State's intestacy laws, it's important to realize that these laws only apply to some of what a person might have owned at death. Intestacy law only applies to property that would have passed by a Will (if that person had written one)--but this does not include assets that pass to people at death by beneficiary designation or joint tenancy, which can be most of what a person owned.

What to do if you don't receive a death certificate?

You will need a death certificate to claim certain benefits, and for the estate process as well. If you need additional copies of the death certificate, you should contact your local Department of Vital Records.

Who to contact if deceased person filed taxes?

If you are unsure about the tax situation, you should contact the person who handled returns for the deceased. They should have copies of past tax returns, and they should be up to speed on any outstanding audits, tax debts or other issues.

How Do I Handle Notification of the Death?

You should not simply assume that everyone who needs to know about the death will find out. With physical newspapers becoming rarer and rarer, you cannot rely on the obituaries to get the word out, and word of mouth may not be as reliable as you would think.

How Do I Obtain a Death Certificate?

The death certificate should become available after the funeral process has been completed, and most funeral homes will help loved ones get the documentation they need.

Why is it important to notify everyone you know when a loved one dies?

You should also contact an estate attorney about the notification process, including required death notices in the local newspapers and elsewhere. This will provide the notification you need to protect yourself legally and prevent others from contesting the estate.

What happens if you don't open a probate estate?

If you fail to open a probate estate, you could be liable for taxes and other claims. Even if you do not think a probate estate is necessary, it is important to discuss your options with an experienced estate attorney.

How to contact an estate attorney in Arizona?

Call Arizona Estate Attorney Dave Weed at (480)426-8359 to discuss your case today.

What happens if there is not enough money in an estate?

But if it looks like there won't be enough money in the estate to pay debts and taxes, get advice before you pay any creditors. State law will set out the order in which creditors get priority, and it's not always easy to figure out how to parcel out the money. The estate won't owe either state or federal estate tax.

Can you fight a will?

No one is fighting. If disgruntled family members want to contest the will, or are threatening a lawsuit over the will, get a lawyer's help right away. You may be able to head off a court fight—which will consume more money and time than you can probably imagine—or at least figure out how to win it.

Do you owe estate tax?

The estate won't owe either state or federal estate tax. More than 99% of estates don't owe federal estate tax, so this isn't likely to be an issue. But around 20 states now impose their own estate taxes, separate from the federal tax—and many of these states tax estates that are valued at $1 million or larger. If you will be responsible for filing an estate tax return with the state where the deceased person lived or owned real estate, you should get legal and tax advice. An estate tax return is not a do-it-yourself job.

Is probate easier in states?

Probate is easier in states that have adopted the Uniform Probate Code (a set of laws designed to streamline probate) or have simplified their own procedures. The estate doesn't contain a business or other complicated asset.

Do you need probate if you have a trust?

But you won't need probate if all estate assets are held in joint ownership, payable-on-death ownership, or a living trust, or if they pass through the terms of a contract (like retirement accounts or life insurance proceeds). The estate qualifies for simple "small estate" procedures.

Can executors wind up estates?

Many executors decide, sometime during the process of winding up an estate, that they could use some legal advice from a lawyer who's familiar with local probate procedure . But if you're handling an estate that's straightforward and not too large, you may find that you can get by just fine without professional help.

Can you transfer property without probate?

Most or all of the deceased person's property can be transferred without probate. The best-case scenario is that you don't need to go to probate court, because assets can be transferred without it. This depends on the planning the deceased person did before death—you can't affect it now.

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