Initial Consultation and Case Assessment

• Evaluate the estate to determine whether probate is necessary

• Advise on the probate process, timeframes, and costs

• Discuss the roles and responsibilities of the executor or personal representative

Estate Planning

• Review existing wills, trusts, and other estate planning documents

• Advise on tax implications and potential estate liabilities

Initiation of Probate Process

• File initial documents with the court to open the probate case

• Notify creditors, beneficiaries, and other interested parties

• Obtain letters testamentary or letters of administration, authorizing the executor or administrator to act

Asset Management and Protection

• Identify, locate, and inventory all estate assets

• Appraise the value of estate assets

• Manage and protect estate assets during probate, including the sale of property if necessary

Debts and Claims

• Notify creditors and evaluate claims against the estate

• Pay valid debts and dispute invalid claims, if necessary

• Handle tax filings for the estate, including income, estate, and inheritance taxes

Legal Documentation and Filings

• Prepare and file all required court documents, including inventory lists, accounting statements, and petitions

• Comply with all legal notifications and publication requirements

Distribution of Assets

• Execute the distribution of assets to beneficiaries as per the will or state law in the absence of a will

• Transfer titles and deeds to the appropriate parties

• Distribute any remaining funds

Conflict Resolution

• Mediate disputes among beneficiaries, creditors, or other interested parties

• Represent the estate in court if there are challenges to the will or other conflicts that require judicial intervention

Closure of Estate

• File final accounting statements with the court

• Obtain court approval for the distribution and closing of the estate

• Distribute any final assets and close out estate bank accounts

Post-Probate Matters

• Assist with trust administration if any assets are held in a trust

• Provide ongoing legal advice to beneficiaries or trustees