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Category: Probate

Probate services refer to the legal services provided to individuals or families involved in the administration of a deceased person's estate. These services typically involve the court-supervised process of distributing the deceased person's assets and properties to their beneficiaries or heirs according to their will or state laws if there is no will. Probate services may include drafting and filing legal documents, representing clients in court, resolving disputes between beneficiaries, managing estate assets, and advising clients on tax implications and strategies for asset protection. The goal of probate services is to ensure that the estate is distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries. Probate services are often provided by lawyers, but may also be provided by other professionals such as estate planners or financial advisors.

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probate and debt

What Debts Must Be Paid Before and After Probate?

Posted on: July 5, 2023 | By: David Parker, Esq.
When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort everything out.
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When Am I Told If I’m a Beneficiary of a Will?

Posted on: May 18, 2023 | By: David Parker, Esq.
Wills must go to probate court to prove their validity. Beneficiaries of a will must be notified no later than three months after the will is accepted for probate.
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New City Probate

What Is Probate?

Posted on: May 1, 2023 | By: David Parker, Esq.
Unless they’ve experienced it themselves, most people don’t know what happens after the funeral is over and mourners return to their lives. A recent article from San Francisco Bay Times, “Probate in a Nutshell,” explains how the probate process works. Probate is the legal process of administering the estate of a deceased person. It includes […]
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How Probate Court works.

What Is Probate Court?

Posted on: March 9, 2023 | By: David Parker, Esq.
Probate court ensures that a will is executed according to the wishes of the individual who has passed away.
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What doesn't Medicare cover.

You Need a Properly Prepared Last Will

Posted on: February 21, 2023 | By: David Parker, Esq.
Although executing a will can seem overwhelming, when the document is signed, you can rest assured that you have given clear instructions to those who will have to handle your estate after your death.
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What doesn't Medicare cover.

Does Will Have an Expiration Date?

Posted on: February 16, 2023 | By: David Parker, Esq.
If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?
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Beware Inheritance Theft

What Is Inheritance Theft ?

Posted on: February 15, 2023 | By: David Parker, Esq.
Receiving an inheritance could provide an unexpected (or anticipated) financial windfall. There’s just one thing you may have to contend with – people attempting to steal what you’ve inherited.
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Can your love ones be disinherited ?

How to Protect Loved Ones from Being Disinherited

Posted on: February 6, 2023 | By: David Parker, Esq.
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
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Can a BDIT save you on taxes?

Is Handwritten Instruction in Bible Valid to Update a Will?

Posted on: February 2, 2023 | By: David Parker, Esq.
A state appeals court has ruled that a handwritten instruction in a Bible that included only the first name of the writer was a valid codicil that changed a will.
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Can a BDIT save you on taxes?

Can Executor Take the Money and Run?

Posted on: December 20, 2022 | By: David Parker, Esq.
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
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