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Estate Planning
Estate Planning
Drafting wills and trusts
Designating beneficiaries
Establishing powers of attorney
Creating advance healthcare directives
Tax planning and advice
Probate Process
Probate Process
Initiating probate proceedings
Inventory and appraisal of estate assets
Settling the decedents debts and taxes
Distributing assets to beneficiaries
Closing the estate
Will Contests & Disputes
Will Contests & Disputes
Challenging the validity of a will
Defending a will against challenges
Mediation and litigation support
Resolving disputes among beneficiaries
Handling claims of undue influence or fraud
Trust Administration
Trust Administration
Advising trustees on their duties
Assisting with trust funding
Managing trust distributions
Handling trust accountings and records
Navigating trust modifications or terminations
Guardianship/Conservatorship Issues
Guardianship/Conservatorship Issues
Establishing guardianships for minors or incapacitated adults
Appointing conservators to manage estates
Advising guardians on legal responsibilities
Representing clients in contested guardianship hearings
Assisting with annual reporting and compliance
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What is a Probate Lawyer and What Role Do They Play in Estate Planning and Administration?
May 27, 2024
A probate lawyer, also referred to as an estate attorney or estate lawyer, is a licensed legal professional who specializes in the area of law that deals with the administration of a deceased person's estate.. Their role is multifaceted and encompasses guidance through the probate process, which is the court-supervised procedure for authenticating a last will and testament if one exists, appointing the executor or personal representative, and distributing assets according to the will or state law.
At the heart of their practice, probate lawyers serve as advisors to personal representatives—often family members—who are tasked with carrying out the wishes stipulated in a deceased individual’s will.