How Personal Representatives Should Prepare For Probate

An experienced lawyer can help an executor through every step of the probate process, from conducting an estate's inventory to distributing its assets.

Your attorney will need a fair amount of information in order to best assist you. To reduce the costs of probate and facilitate the process more quickly, it is important to be prepared. Drawing on more than 40 years of experience in the field, the attorneys at the Law Offices of Craig Donoff, P.A., can help you prepare for probate.

What Does Your Lawyer Need To Know?

To begin the probate process, your attorney will need to know a number of pieces of information, including:

  • The deceased's name, birth date and Social Security number
  • Whether the deceased had a will
  • Whether the deceased had established any trusts
  • Whether the deceased kept a safe deposit box
  • The names of the deceased's surviving family members and their relationships
  • Whether anyone is likely to challenge the executor's role
  • An estimate of the value of the deceased's estate
  • An estimate of the deceased's liabilities and debts
  • Documentation, to the extent possible, of the deceased's bank accounts, stock holdings, mutual funds, saving bonds and real estate titles
  • Documentation, to the extent possible, of any extant retirement funds or pensions
  • Documentation, to the extent possible, of the deceased's life insurance policy
  • A listing of the deceased's personal property

Put simply, the more information you are able to supply your lawyer, the better able he or she will be able to help. Likewise, you should go into your first meeting prepared to ask any questions you may have about the probate process, so that they can be addressed.

Get Started Today

To learn more about how we can help, reach out to our firm. With offices in Boca Raton and Aventura, we serve throughout southern Florida. You can reach us at 561-288-2267 or 800-416-4543, or schedule an appointment online.