Probate Lawyers: How They Can Help with Your Case

Probate LawyerIf you have been named an executor to a loved one’s estate, you know it’s a lot of work. People usually know that they need a lawyer’s knowledge and their assistance to clear up matters, whether it’s a divorce, buying a home, or investing in a business. Working with a probate lawyer will likely be a better experience — working well together will require cooperation from both parties.

What to expect as part of the working relationship

Miller & Steiert, P.C. and other legal professionals explain that there are two things you can do if you are named an executor — you can let a probate lawyer in Denver handle the entire case or handle it yourself and consult them on issues.

More often, people choose to let a lawyer handle their case. Of course, you still need to be involved in gathering, monitoring, and safeguarding assets, paying bills related to the estate, and even manage the asset inventory. Where the lawyer can help is in handling all the court-related paperwork.

Doing some of the tasks, you will save you a lot of money as opposed to handing over the entire job to a lawyer. Some of the tasks involve going through all the papers and making calls to all kinds of agencies and also dealing with banks. For instance, it is good to know who will:

  • Order and get death certificates certified
  • Ensure that the original will is lodged in the right probate court
  • Inventory the estate and all property
  • Get property appraised
  • Prepare and also file the final tax returns of the deceased with the IRS

Consulting with a Probate Lawyer

If you, as the executor are willing to take on the job of handling the probate, there are probate lawyers who can help you. They can help with “unbundled services” and answer your questions and offer guidance through the process.

Most often than not, the majority of cases involve a lot of paperwork. If all the named beneficiaries in the will are happy with their share, the probate is easy to handle. As part of the process, it will be your job to keep them informed about the process and the timeframe. A lawyer can look over your letters or emails before they are sent out to ensure that they are in the right format.

Regardless of how you handle the probate and estate, make sure to share all documents with the lawyer so that the case proceeds smoothly. If you have doubts, don’t be afraid to ask questions so that you have what you need. When you are paying by the hour for their advice, keep the questions crisp. Stay in touch to find out how the case is progressing so that the beneficiaries have an idea and don’t get impatient.