Probate and Probate Issues
Probate is the process which is required to transfer assets which are “titled” to your loved ones after you die. “Titled” assets are things like real estate, cars, boats, stock certificates, investment accounts and anything else which is not held jointly with a spouse or other person. If you have been named Executor of an estate, we can walk you through the process of probating an estate. We offer as much or as little assistance as you need, with affordable fees that reflect the amount of work that is needed to navigate you through the process and make sure it is done correctly.
Some people try to avoid probate by using things like Payable Upon Death (“POD”) accounts, joint ownership and lifetime gifts. These are sometimes appropriate options but also can lead to costly and complicated problems which were never anticipated. For instance, if you give your child legal access to your accounts, and that child runs into legal difficulties, the child’s ex-spouse or creditors may make successful claims to your money A quick, free consultation with us can save you a lot of headaches and expense in the future.
Most estates are probated without problems. Other times there are issues which arise due to family disagreements, poor advance planning or documents which were prepared improperly or are unclearly drafted. If you are in this type of situation, please call us for a free consultation to see if we can help.