If you have been appointed as Personal Representative of a probate estate, you are likely overwhelmed. There are so many forms and processes, and you are not sure where to start. Greg Steele Law can help advise you through the process. We can help you do the things you are able to do on your own and do what you can’t do for you. We can make the complicated process a little easier, and give you a little bit more room to breathe.
What Happens During Probate?
Step 1: File An Application or Petition
To begin the process, an application or petition is filed and the court will appoint someone to be the personal representative of the estate. This person will oversee the entire probate process and make decisions. They will be doing so on behalf of the estate, so it’s very important to make every decision carefully and intentionally.
Step 2: Cover Debts and Taxes
Once a personal representative of a probate estate is chosen, information about the property of the estate can be requested and determined. This involves contacting every financial organization with the proper paperwork proving your identification, as well as being notified of any standing debts and unfiled taxes. These need to be settled before moving forward.
Step 3: Property is Transferred
Finally, a plan can be established that determines a transition of assets. This has to be approved by the court, which will take into account the family structure, approval by beneficiaries, and more. Alongside transfer of assets, documents for some of the transfers must be drawn up and filed with the appropriate state or county officials to finalize the decision.
Greg Steele Law Is Ready To Help
Even with complete agreement on a plan, probate administration is not an easy process. Paperwork has to be filed at every point of the process and multiple organizations that must receive notification. Having an experienced probate administration lawyer by your side is crucial to a successful conclusion. Greg Steele Law has the understanding to help you through the entire process.
About Greg Steele
Greg Steele is owner, founder, and attorney at Greg Steele Law, LLC. He focuses his practice on family law and estate planning and administration, the two areas that most allow him to apply his brand of small town service to people’s big problems. While many lawyers nowadays have specialized, routinized, and impersonal practices, Greg ensures each and every client gets the individualized concern, respect, and attention they deserve.