To learn more about the role of a probate lawyer in Pennysylvania, reach out to our skilled Montgomery County, PA probate attorneys today. Our legal team is on your side no matter what you are facing.
What is a probate lawyer?
A probate lawyer is a state-licensed attorney that works with the executors and the beneficiaries of an estate to settle the matters of the deceased. In specific circumstances, probate can be evaded entirely if all the decedent’s assets have been put in a trust. A trust can provide a smooth transfer of property outside of court and legal proceedings.
To learn more about probate and the role of a probate lawyer, continue reading and reach out to our experienced firm today. Our legal team is on your side.
What are the responsibilities of a probate lawyer?
A probate lawyer has a number of different responsibilities. Below you will find some of the common tasks a probate lawyer may help an executor and beneficiaries with during the probate process:
- Recognizing and securing estate assets
- Gathering proceeds from life insurance policies
- Getting appraisals for the decedent’s real property
- Helping in the payment of bills and debts
- Preparing and filing all documents required by a probate court
- Deciding if any estate or inheritance taxes are due, and making sure those debts are satisfied
- Resolving income tax issues
- Managing the estate checking account
- Transferring assets in the decedent’s name to the appropriate beneficiaries
- Making a final distribution of assets to beneficiaries after all bills and taxes have been paid
What is the difference between a probate lawyer and an estate attorney?
A probate lawyer is also known as an estate attorney and is typically involved in various ways depending on the individual circumstances of that estate. Their inclusion will rely on the worth of the decedent’s assets and whether or not they had a last will and testament at the time they passed away. In cases where no will exists, beneficiaries will likely file claims and pursue legal action to obtain what they believe they are authorized to. In cases where there is a will, challenges may surface as to the validity of the will, also resulting in possible litigation. Do not wait to reach out to our skilled Montgomery County, PA wills, trusts & estates attorneys today to learn more about your options and whether or not you will need a probate attorney on your side. We are ready to help.
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