Tips For Dealing With A Complex Probate Case

Posted on: 15 December 2015

Probate cases are difficult because they usually involve multiple people, tangled up property, and high emotions. Here are some tips for making sure that you simplify the probate case as much as possible so that you can get through it smoothly.

1. Go to the Probate Attorney's Office Alone

If you're worried about making the probate case as simple as possible or at least making a complicated probate case bearable, chances are good that you are the person whom the deceased has charged with carrying out all of the different parts of the will and dividing up the estate. If this is the case, you are going to want to do everything in your power to go to the probate attorney's office by yourself, rather than with other relatives. The other relatives might not like this because they might have a stake in the case that they are worried that you might undermine, but it's important that you go alone in order to make sure that you retain attorney-client privilege and that the attorney is not told additional, secret information by other relatives that could create a conflict of interest with regards to your case. Doing this will allow you to greatly simplify your attempts at getting legal assistance.

2. Notify Relevant Parties Immediately

Once you are in touch with a probate attorney and have seen him or her alone, you are going to need to make sure that you notify all relevant parties about the transfer of the estate. You first need to notify creditors so that you can get the most up-to-date information about the deceased's debts and get more accurate information with regards to how much of the estate is going to be left to split up. Next, you are going to need to tell everyone who is named as a beneficiary in the will about their status so that they can make travel arrangements if need be and can provide you with any information you might need. Finally, you will need to start transferring money to all of the creditors that you can ascertain. Doing this allows you to get all of the most accurate information you will need, as well as increase the chances that you will be able to get consent in a timely manner so that the complex probate case can move forwards.

3. Don't Give Estimates

Finally, if a beneficiary asks you what you estimate his or her share is going to be for the estate, don't answer the questions. This leads to issues because people never seem to remember that an estimate is not a guaranteed amount. If you don't want to deal with angry beneficiaries, don't answer the questions until the numbers are final.

For more information, talk to a probate attorney like the ones at Leon J Teichner & Associates, P.C.