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Even with the best-laid plans, questions might come up regarding the true intentions of one's will, which may involve the help of a probate lawyer. While there may a misconception that the probate process can be time-consuming and expensive, there are things that you can do to get organized and help move this along. Here are three things that you can do to help your probate lawyer do their job efficiently and execute your loved one's will in the best manner possible.
1. Gather Legally Binding Documents Besides a Will
While a will might traditionally seem like the most legally binding document needed in settling a recently deceased's probate case, there are other documents that you will want to gather. This might include items such as insurance documents, deeds to property, and tax returns. The more transparent your loved one's current financial situation can be laid out, the easier this will be for a probate lawyer to review and decisions.
2. Become the Primary Contact for Online and Mail Forwarding
If your loved one passed suddenly, there might be loose ends when it comes to their assets and debts. It is important to contact banks, mortgage lenders, trusts and investment firms to have all current information forwarded to you. It's better if you can sort through information first so that your probate lawyer doesn't have to waste their time with this step. If you have incoming paper mail and email forwarded, you can make sure that you are in full control of any new information to pass along to your probate lawyer.
3. Be Efficient With Your Billed Time
If you can be the family contact with your probate lawyer, this can help with efficiency. This might involve getting dates for court hearings and a timeline for the probate process to communicate with family members. The more family members in direct contact with the probate lawyer handling your case can lead to inconsistencies and wasted time. Be sure to keep communication open with other concerned family members and bring all questions and queries with you when you do meet with your probation attorney.
If you are the executor of a loved one's will, this can feel like a daunting process. The best thing you can do is be transparent, calm, and work closely with probate lawyers on the process. While your family may be emotional and there might be disagreements on a will's interpretation, this is the reason to involve a probate attorney (such as one from Wilson Deege Despotovich Riemenschneider & Rittgers). The hope is that the best resolution of your loved one's will can be executed and completed as quickly as possible.
Share29 March 2016
