why use a lawyer for after probate

by Mr. Keanu Raynor 3 min read

Probate attorneys can help you create a last will and testament so that your family members can have some security in the event of your passing away. They also can assist with trust planning (including living trusts) as well as powers of attorney and medical powers of attorney.

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.

Full Answer

Why would I need a probate attorney?

Feb 05, 2021 · What is a Probate Lawyer/Attorney and Why Do I Need One: Key Takeaways. A probate lawyer guides the executors of an estate through the probate process. A probate lawyer might provide helpful assistance to the executor on more complex matters that relate to closing an estate. Bigger and more complex estates usually require a probate lawyer more than a …

What happens after probate has been granted?

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 There Was No Will? If someone dies without a will, all their assets must be …

When do you need to consult a probate attorney?

When someone dies, an individual acting on their behalf (known as a personal representative) will need to ensure the decedent’s outstanding liabilities are settled and their remaining assets are properly distributed. If the decedent has a will, their assets will flow to their beneficiaries based on the instructions in their will.

Do I need a lawyer as an executor of an estate?

If you have issues with an estate that has been closed or you have found new assets, you can hire a probate attorney who can assist you on the next steps to take based on the laws of your state. This can be a complicated process, and an attorney can provide guidance to ensure everything is resolved. Sources:

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What is Probate?

Probate is the judicial process of administering the estate of a person who has passed away. This process results in a deceased person’s assets to be properly identified, valued, and redistributed to his beneficiaries.

The Role of a Probate Attorney

A probate lawyer is a state-licensed attorney who helps the beneficiaries with the distribution of an estate and settling the affairs of the decedent. He may also help with the estate planning such as drafting of wills or giving advice on powers of attorney.

Do you Need a Probate Lawyer?

Not every probate requires hiring an attorney. You can avoid hiring a probate lawyer in the following circumstances:

5 Reasons for Hiring a Probate Lawyer

The following are our top five reasons why you need to hire a probate lawyer.

Reach Out to Us

Lacey Lyons is a leading law firm in Brevard County, committed to providing exceptional probate services. We ensure that the whole process is carried out in a timely and efficient manner. Contact us today to schedule a consultation.

Why do you have to go to probate court?

There really are only five reasons why you'd have to go to probate court to either make your claim on the deceased's assets or to prove that you are a legal beneficiary. If any one of the following applies to you or to the deceased, then you might want to consult a probate attorney. 1. Probate court is necessary if the will is deemed invalid ...

Why is probate court necessary?

Probate court is necessary if the will is deemed invalid for one of these reasons: Improper Execution – it wasn't written clearly or it was not a legal will. Mental Incompetence – the deceased was not mentally competent when he or she made up the will so their decisions are questioned.

What happens if you don't have a will?

2. Probate is required if the deceased didn't have a Last Will and Testament. If there is no will, then there has to be a legal and equitable probate court process for distributing the deceased assets and for transferring the title of probate property. The only way to do this is with probate. 3.

What happens if all the beneficiaries of a trust pass away?

But if all the named beneficiaries have passed away or if the deceased didn't name beneficiaries, then probate is required to transfer the money or title to the beneficiaries.

When is probate required?

Probate is required if the assets were owned as a Tenant in Common or Joint Tenancy. What this means if the deceased owned property jointly with another person, such as in the case of a common law marriage, then probate is required to ensure that the deceased's share of the property is properly distributed to legal heirs.

Can you probate a deceased person's assets?

Assets eligible for probate varies from state to state, country to country . You have to check for specific probate laws or with a probate lawyer in your region to determine if the deceased's assets were significant enough to warrant a probate .

What is the first step to take when you wind up an estate?

If you read the conventional advice for executors, the first step is usually "hire a lawyer. ". And you may well decide, as you wind up an estate, that you want legal advice from an experience lawyer who's familiar with both state law and how the local probate court works. Not all executors, however, need to turn a probate court proceeding ...

How many states impose estate taxes?

Close to 20 states impose their own estate taxes, and many of them tax estates that are valued at $1 million or larger.

Can assets be transferred without probate?

Ideally, all assets can be transferred to their new owners without probate court. Some common examples of assets that don't need to go through probate are assets are held in joint tenancy, survivorship community property, or tenancy by the entirety. Assets held in a living trust can bypass probate, too.

Do you have to give consent to a text message from Martindale-Nolo?

You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply.

Can you wrap up an estate alone?

(If you don't know the answers, ask a lawyer—before you agree to hire the lawyer to handle things for you.) The more questions you answer with a "yes," the more likely it is that you can wrap up the estate without a professional at your side.

Is probate a UPC?

If the state where the deceased person lived has adopted a set of laws called the Uniform Probate Code, probate should be pretty straightforward. In UPC states , most probates are conducted with minimal court supervision. A few other states have simplified their procedures without adopting the UPC.

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.

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.

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 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.

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.

How long does it take to reclaim an estate after probate?

After probate is closed, interested parties have up to six months to file an objection to the personal representative’s actions. If the estate isn’t properly closed, the statute of limitations is extended up to three years from the decedent’s date of passing. That said, it’s extremely difficult to reclaim assets that have been lawfully distributed ...

What is the testator in a will?

The testator was incapacitated and not of sound mind. The testator (the person writing the will) is a minor. If you’re reluctant to hire an attorney because they’re too expensive, think again.

What happens if a person doesn't have a will?

If the decedent doesn’t have a will, their estate is considered “ intestate ,” and their assets will be distributed to their legal heirs based on the state’s intestate succession laws. Either way, probate is necessary to make sure the decedent’s assets don’t remain frozen in their name or seized by creditors.

What happens when someone dies?

When someone dies, an individual acting on their behalf (known as a personal representative) will need to ensure the decedent’s outstanding liabilities are settled and their remaining assets are properly distributed. If the decedent has a will, their assets will flow to their beneficiaries based on the instructions in their will. ...

What do personal representatives need to do before distributing assets?

Before the personal representative can start paying bills and distributing assets, they’ll need to take an inventory of the estate’s assets and determine the fair market value. Liquid assets like bank accounts and brokerage accounts are easy to value with the most recent account statements, but illiquid assets like real estate, vehicles, and personal possessions will probably need to be professionally appraised. If the will specifically bequeaths certain assets, the personal representative will usually set these aside and try to use other liquid assets to settle the liabilities.

What is probate in Arizona?

Probate is the legal process of settling a deceased individual’s estate. In the state of Arizona, the probate process is based on the Uniform Probate Code (adopted by 18 states) and regulated by Arizona Revised Statutes Title 14.

How long does it take to contest a will?

Once the interested parties have received notice of the probate proceedings, they’ll have four months to file a will contest with the court if necessary.

What is the number to call after probate is closed?

1-800-959-1247. If you have concerns about how an estate was handled or if new assets are discovered after probate is closed, you may wonder what can be done. If you’re the executor of an estate, you may also want to know what can happen after your duties have been completed. It’s important to understand why some estates never close, ...

What to do if your estate has been closed?

If you have issues with an estate that has been closed or you have found new assets, you can hire a probate attorney who can assist you on the next steps to take based on the laws of your state. This can be a complicated process, and an attorney can provide guidance to ensure everything is resolved. Sources:

Why is my estate moving so slowly?

Another issue is a problem with the tax returns, which can lengthen the timeline by a year or even longer. If the estate has assets that are difficult to value or sell, the process can move slowly.

How to know if an estate is closed?

You may need to contact the court where probate was handled, which is usually in the county where the deceased person lived . If the estate was not closed, you can proceed as normal. However, if the estate was closed, your next steps may be a bit more complicated.

What happens if a will is contested?

Contested wills or beneficiaries who don’t work together can cause major delays. The executor may need court approval for every step if the beneficiaries don’t agree. If the beneficiaries don’t agree to the stipulations of the will or produce what might be another will, the court process can last for months.

What happens after a bank account is closed?

If the account is closed, you can find out if the bank will reopen it without an order from the court. What happens after the closing of probate will depend primarily on state law. Some states follow the Uniform Probate Code, which allows a person to file a petition with the probate court to have the estate reopened.

Who has the right to file an objection to the executor of an estate?

During this time, beneficiaries and creditors have a right to file a claim against the estate or the executor. Each state has its own timeline for how long someone has to file an objection to the actions of the executor.

What does a probate attorney do?

A probate attorney mainly gives legal advice regarding the estate administration. The attorney's role will differ based on whether the deceased had a will or if they died intestate (without a will). Some of the things an attorney can help you with include: Transferring real estate and other assets to beneficiaries.

How long does probate take?

If there are issues with the will. If there are taxes and debts that need to be paid. Depending on how complicated the case is, the probate process may take anywhere from a few years to decades.

What happens if you die without a will?

However, if the person died without a will ( intestate ), the state's intestate succession laws will be applied. If there is a will, the person who passed away will usually have named a specific person as an executor. This person is in charge of managing the decedent's affairs.

Does an estate have to go through probate?

Whether or not an estate has to go through probate depends on the laws of the state. Some states, for instance, have simplified procedures to transfer property if the estate doesn't have enough money or if the estate's worth is under a certain amount.

Is probate easy?

Navigating through probate is not an easy task. It requires you to know your state's specific probate rules and procedures. If you are an executor or are somehow involved in a probate process, speak to an experienced attorney near you to get proper legal advice. You Don’t Have To Solve This on Your Own – Get a Lawyer’s Help.

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