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PROBATE ADMINISTRATION
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COMPREHENSIVE PROBATE ADMINISTRATION

Sarah M. Meinhart, PLLC is a client focused boutique law firm specializing in Estate Planning. Sarah M. Meinhart strives to provide professional services tailored to your specific state in life as you plan for your future and loved ones. The firm’s goal is to give each client a map of the attorney representation and to provide clients with predictability and peace of mind regarding the process and fees associated with the services rendered. 

What is Probate?

Probate is a legal process that helps one transfer his or her estate in an orderly and supervised manner. This takes place after a person passes away. Probate includes proving the validity of a will and any codicils, identifying what is included in a decedent’s estate, paying valid debts and taxes, and distributing the property to the beneficiaries according to the will. In the event someone died without a will, the probate court will appoint a personal representative to supervise the distribution of the estate according to statute.

Do I need an Attorney for Probate Matters?

Probate can be a complicated process that takes at minimum 5 months. Between filling paperwork to open an estate, navigating the inventory of what is and is not a probate asset, and determining who is a creditor, most appointed personal representatives need at least some direction, even for an uncontested estate. An attorney can ensure you are protected throughout the process, ease stress through their knowledge of the process, and solve problems before they arise. The loss of a friend or family member is already emotionally difficult situation, one through which easing the burden of the legality of the procedure with an attorney can reduce pressure and family tensions.

How Does the Process Work with Your Firm?

It all begins with an initial consultation. Being prepared for the meeting will help us get right to work. Bring any necessary documents, including wills, codicils, and death certificates, and any questions you may have about the process. Our goal is to make sure you are comfortable with the process before moving forward. If you decide to retain our firm, a contract will be drawn up outlining the scope of the attorney’s work and fees involved for attorney and office staff work. Throughout the following months, you will be kept informed of the process and any questions that may arise will be addressed in a timely manner.

There is no charge for the initial consultation. The initial consultation is to meet with an attorney and to learn about the general process of probate.

How Long Does the Process Take?

Most estates need at least 6 months to complete the process. Some estates can take up to 9 months and beyond, depending on the complexity. Estates with unique assets such as patents, real estate, and businesses can take over a year to properly administer. Small estates can be administered with a shortened process.

Is it Possible to Avoid Probate?

The only way to completely avoid probate is to pass away without any assets held solely in the decedent’s name at the time of death. Jointly held property is one example of an asset that would not need to be probated. Probate can be avoided altogether for privacy reasons with the use of proper estate planning, gifting, joint tenancy, and payable on death accounts.

Probate Litigation

Whether you are an acting personal representative, beneficiary, close family, or friend; there are rights and duties for each party in the process of probating a decedent’s will, filing for guardianship, or filing for conservatorship. When questions or speculation arise due to inadvertent errors or grievous actions by fiduciaries, an experienced attorney can guide you through the process and advise you on the proper route to secure your rights of the rights of a loved one. Ms. Meinhart can assist for specific matters or advise during the entire process.

PROBATE: THE PROCESS

Amongst the flurry of losing a loved one, planning a funeral service, and locating a will; the process of probate administration can be stressful, frustrating, and burdensome.  An attorney can easily dissipate the situation with her knowledge and skills. Knowing what to expect and how long the process will take gives clients peace of mind throughout the process.

Initial Meeting

First, a meeting is conducted for the attorney to become familiar with the estate, assets, heirs, beneficiaries, and Will if one exists. The attorney will determine what type of administration is necessary for the estate. Fees are reasonable and the role of the attorney is discussed.

Paperwork

After our firm is retained, we will begin to prepare the documents necessary to open a probate estate. To keep communication open between all parties, our attorney is available via e-mail, phone, and in-person meetings to ensure understanding of the probate process.

Review

The attorney will prepare the documents necessary for administration.  Assets will be located and valued, taxes will be filed, and expenses, claims, and inventory fee will be paid and the remaining assets will be distributed.

Finalization

After the Creditor's Rights Period has ended and all the assets have been disbursed, the attorney will prepare paperwork to close the estate.

INITIAL PROBATE CONSULTATION

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