The Probate Process  

Probate is a court proceeding that transfers and distributes a decedent’s assets to the beneficiaries.  Multiple steps are involved each with precise paperwork requirements.  First the will is “lodged” with the court.  Then the personal representative is appointed and a listing of assets is assembled.  Notice has to be published in local papers for a 4-month period giving anyone who might have claims a chance to step forward.  Bills are paid and at the appropriate time, property is distributed.  An estate planning professional will serve as quarterback for the process, tend to all the court filings, and transfer assets that need to be recorded with the county.  The legal fees might approximate $1000 for a simple probate and are billed on an hourly basis.  Additional assistance from an estate planning professional is available on an hourly bases [for example to help with other asset transfers or to oversee the preparation of special tax returns].   Special note:  assets conveyed through trusts are not subject to probate.



Net Worth:    < $300,000     Up to $1,000,000      1 to 5 Million      Over 5 Million

Life's Complexities that can be protected against
- Your beneficiary has an accident and is sued
- Surviving Spouse Remarries into fiscal irresponsibility
- Keeping your wealth in the family should your surviving spouse remarry
- Keeping your wealth in the family upon divorce of a beneficiary
- Surviving spouse needs both money and money management
- Surviving spouse has an accident and is sued

The Process we follow:      New Client               Probate                 Picking a Trustee

Some Helpful Information:     Definitions
                                                Additional Reading
                                                Frequently Asked Questions [FAQ]

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