What Legal Services are Needed for Probate?

Examples of services provided to executors and administrators handling the administration of a decedent’s estate include:

  • Evaluation of the need for probate of a will and qualification of the executor/administrator and assistance with probate and qualification, if necessary.
  • Identifying estate assets and assisting with actions to obtain possession and control of the assets.
  • Identifying resources for property appraisal and sale, if necessary.
  • Assisting with income tax and estate tax requirements, or working with third party CPAs, if needed.
  • Assisting with the handling of creditor claims and evaluating enforceability of claims.
  • Advice regarding duties and responsibilities of executors, administrators, and trustees.
  • Representation on disputed creditor claims.
  • Assisting with the preparation of the inventory and accountings for the estate.
  • Advice regarding family allowance, exempt property, and homestead exemption property issues.
  • Representation regarding estate litigation.
  • Representation regarding distribution proceedings.
  • Advice regarding proper distribution of estate assets under a will or applicable law.
  • Handling or providing assistance regarding ancillary administration inĀ other states.