Louise B. Zeuli, P.A. - Attorney & Counselor at Law Louise B. Zeuli, P.A. - Attorney & Counselor at Law
Probate & Estate Administration
[After Death Proceedings]

Probate is the court procedure by which a deceased person’s assets, liabilities and necessary taxes are determined before any final distribution is made to the deceased’s heirs. These activities are usually carried out by the personal representative (executor/executrix) while under the supervision of the Probate Court. Once the deceased person’s assets and liabilities are determined, the personal representative can distribute the net assets to the heirs.

Depending on the circumstances, not every estate needs to go through the probate process. Consulting an attorney in regard to probate is the best course of action for your deceased loved one’s estate, as failing to do so may result in negative consequences to the estate.

When preparing for a meeting with the probate attorney, you should bring the following documents:

1)  

The original Last Will & Testament AND any codicils (changes) of the deceased person (the original must be filed with the probate court)
 

2)   The original of all trusts, revocable or irrevocable
 
3)   Decedent’s death certificate that does NOT show cause of death (3 certified copies)
 
4)   Deeds to all real estate owned by the decedent anywhere, regardless of who else may be on the deed (1 copy of each)
 
5)   All bank accounts, stocks, bonds and other financial assets owned by the decedent anywhere, regardless of who else may be on the account (1 copy of each)
 
6)   Title for all vehicles, whether cars, planes, motorcycles and/or boats and the like, owned by the decedent anywhere, regardless of who else may be on the account (1 copy of each)
 
7)   Safety deposit box documents (1 copy)
 
8)   Mortgages the decedent had, i.e., the decedent owed the money, on any type of property, whether real property or otherwise (1 copy of each)
 
9)   Mortgages the decedent held, i.e., someone owed the decedent money, on any type of property, whether real property or otherwise (1 copy of all)
 
10)   Insurance policies, whether life, health, property, automobile and/or mortgage
(1 copy of each)
 
11)   Beneficiary cards for insurance policies
(1 copy of each)
 

 


 

Getting Started

 

Getting started is often the most difficult hurdle to overcome in addressing your particular concerns. The Firm’s questionnaire will help you get organized and prepared for the meeting. If you would like to meet with Ms. Zeuli, please contact the Firm to set up an appointment. The personnel at the Firm look forward to helping you achieve your objectives in planning your estate, probating a loved one’s or friend’s estate, or, as the case may be, resolving conflicts among beneficiaries, heirs, and with other life and business issues.

 

 

Ask these 6 questions to try to avoid missteps in striving to meet your goals when making an estate plan.

1. Do you have an estate plan in place in case you or a loved one suffer/s a catastrophic illness?

2. If you have or are thinking of having a trust, did you know that you also always need a will?

3. Do you own property in a way that will minimize the changes of your estate being placed in probate, i.e. designating beneficiaries of your IRA's?

4. Have you consulted an estate planning attorney discussed different ways to create and carry out your estate plan?

5. Have you selected persons who are emotionally strong enough to make your plan happen, even in your darkest hour?

6. Once you have selected the person/s to act for you, have you discussed your estate plan with each on of them?

Home  •  Who the Firm is  •  What the Firm Does  •  Why Choose this Firm  •  Contact the Firm  •  Legal Links

© 2011