Finance and Law

Probate Attorneys: 5 ThingsThe First Time Client Should Know About Them

A probate attorney, also known as an estate lawyer, is someone you can turn to for advice and guidance to take you, as the executor, from start to finish in everything pertaining to your family’s, estate. While their input is important, it can be intimidating to meet with a probate lawyer for the first time if you are not prepared.

Here are five things you should know about probate attorneys and what to expect from them before you meet for the first time.

5 Things Clients Should Know About Probate Attorneys

The estate is footing the bill.

As the estate’s executor, you do not have to pay the fee for the attorney. It comes out of the estate itself before the assets are distributed to the inheritors.

Probate costs are separate from legal fees.

Your probate attorney will likely charge by the hour, a flat fee, or a percentage of the estate. Ask your lawyer when you meet with them how they will be billing their fee.

They also will probably add on costs and expenses, which are different than the hourly rates. Expenses and costs include things like postage, filing fees, appraisals, and other fees. Make sure you understand how the estate will be charged.

Probate lawyers have to have a deep understanding of taxes.

In addition to giving you a step-by-step process from start to finish of the estate’s probate, your lawyer has to know how each step will have taxable consequences.

He or she must understand and advise you on how to handle retirement plans, life insurance policies, income taxes, estate and inheritance taxes at both the federal and state levels, and more.

If you want proper representation from probate attorneys that understands your situation, get in touch with Giles & Robinson, P.A. today.

In addition to a probate expert, your attorney also has to be a skilled mediator.

Inheritances are often tricky subjects and families may fall into discord when they don’t agree on an estate’s terms.

A probate attorney often ends up settling disputes between the beneficiaries through negotiation and mediation. All official disputes must be settled before any assets can be dispersed.

A probate attorney must take into account all outstanding debts prior to distributing assets.

The probate lawyer will secure probate and non-probate assets and compile an inventory of assets and debts. Once the documents are all filed correctly and the bills and taxes are taken care of, then the beneficiaries are given their portion of the estate.

Your Probate Lawyer is There to Help

It’s easy to feel intimidated by someone when you are going through the loss of a loved one and you have to deal with their estate as executor. But the probate lawyer is there to help you through this tough process as your guide into the legal areas of inheritances.

Armed with a better understanding of what a probate attorney does and what to expect when you meet with them, you can utilize this opportunity to reduce your stress, get advice and instructions, and focus on healing from your loss instead of worrying about the estate concerns.

Hardik Patel

Hardik Patel is a Digital Marketing Consultant and professional Blogger. He has 12+ years experience in SEO, SMO, SEM, Online reputation management, Affiliated Marketing and Content Marketing.

Share
Published by
Hardik Patel

Recent Posts

Why Learning API Design is Important?

One of the most asked questions is why do seasoned developers such as ourselves stress…

2 weeks ago

The Easiest Way to Pick Out (The Right) Auto Parts

When you’re shopping for auto parts, what matters most are their quality, fit, performance and…

4 weeks ago

The Thrill of WWE SmackDown Episode 1488: A Fan’s Unforgettable Journey

Mark had always been a die-hard WWE fan. Growing up, he watched the likes of…

4 weeks ago

The Flowers Secrets That You May Not Know

For centuries, flowers have been a source of inspiration, enchanting everyone with its beauty. Like…

1 month ago

How to Make Creamy Pea Risotto: A Step-by-Step Recipe

Are you ready to tantalize your taste buds with a delectable and creamy dish? Look…

1 month ago

6 Cool Apps to Improve Your Work-Life Balance Effortlessly

If someone had told us we would be as dependable on mobile apps as we…

1 month ago