Probate

Probate

 

Courtroom3

 

Probate is the legal process where a personal representative (the person either named in the Will or an otherwise interested party) pays the decedent’s final debts, including medical expenses and funeral expenses and then distributes real and personal property according to the Will, or if there is no Will, according to state law. In a probate matter, the person who has died is called the “decedent,’ and his or her real and personal property is called the “estate.’ A Probate is necessary for estates in excess of $50,000 and where the personal representative needs court authority to convey title, or where a Will is in dispute.

We can assist you in your duties as personal representative or as heir or distributee in understanding the process of Probate.  The possible tax issues that may arise during estate or trust administration can demand significant tax and legal expertise from the estate planning advisor.  We can help guide you through the paperwork, process, and pitfalls, whether the Probate will need to be supervised, unsupervised, formal, or informal.

Probate Frequently Asked Questions