Tag: Wills

Demystifying Living Trusts and Estate Administration in Miami Beach and Fort Lauderdale

Demystifying Living Trusts and Estate Administration in Miami Beach and Fort Lauderdale

Estate planning is more than just a legal necessity; it’s a critical component of financial wellness and peace of mind. At Parker & Maloney, P.A., we understand the complexities and nuances of estate planning in Miami Beach and Fort Lauderdale. This article is designed to demystify living trusts and estate administration, providing you with the clarity and direction needed to navigate these essential processes confidently.

What is a Living Trust?

A living trust is a cornerstone of effective estate planning. It allows you to transfer your assets into a trust for the benefit of your beneficiaries, bypassing the often lengthy and public process of probate. Whether you’re looking to protect your privacy, manage your assets during incapacitation, or ensure a smooth transition of your estate, understanding the role and benefits of living trusts is paramount.

Types of Living Trusts:

We help our clients navigate the choices between revocable and irrevocable trusts, tailoring solutions to meet their specific needs and goals.

Benefits:

With a living trust, you can avoid probate, reduce estate taxes, and ensure that your estate is managed according to your precise wishes.

How to Set Up a Living Trust in Miami Beach and Fort Lauderdale

The process of establishing a living trust is meticulous but straightforward with the right guidance. At Parker & Maloney, P.A., we assist our clients through every step, from choosing the appropriate trust type to transferring assets into the trust. Our approach is tailored to comply with local regulations, ensuring a seamless and effective estate planning experience.

Estate Administration Basics

Administering an estate is a significant responsibility, involving the management and distribution of assets according to the deceased’s wishes or state law. Our role includes guiding executors and administrators through this complex process, ensuring that all legal, tax, and administrative tasks are handled efficiently and compassionately.

Comparing Living Trusts and Wills

Understanding the differences between living trusts and wills is crucial for any comprehensive estate plan. Each has its advantages and serves different purposes. Our expertise helps clients make informed decisions that align with their estate planning objectives.

The Role of Estate Planning Lawyers in Miami Beach and Fort Lauderdale

The intricacies of estate planning require professional legal expertise. At Parker & Maloney, P.A., we bring years of experience and a deep understanding of local laws to the table, helping our clients navigate the estate planning process with confidence and ease.

Tax Implications of Living Trusts

Tax planning is an integral part of estate planning. We work with our clients to explore the tax implications of living trusts, advising on strategies to minimize tax liabilities while maximizing the benefits to beneficiaries.

Challenges and Solutions in Estate Administration

Estate administration can present various challenges, from beneficiary disputes to legal hurdles. Our experience allows us to anticipate potential issues and provide strategic solutions, ensuring a smooth administration process.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Conclusion

At Parker & Maloney, P.A., we’re committed to providing our clients with the knowledge and tools needed for effective estate planning. Living trusts and estate administration are complex, but with our expertise, you can navigate these processes with clarity and confidence. We encourage you to take the next step in securing your legacy and protecting your loved ones.

FAQs

What’s the difference between a revocable and an irrevocable living trust?

How does a living trust avoid probate?

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Charting the Maze of Probate in Honolulu and Hawaii.

Charting the Maze of Probate in Honolulu and Hawaii.

Dealing with the complex legalities of probate can be overwhelming, especially during an already difficult time. That’s when you need a trusted attorney who not only understands the intricacies of probate law but also has the expertise to guide you through the process smoothly. Look no further than Parker & Maloney, a renowned law firm led by Attorney Jonathan H. Parker, who specializes in probate law in Honolulu and across Hawaii.

The Quintessence of Astute Probate Representation

In the realm of probate affairs, the guidance of a counsel concentrated on this discipline is paramount. Attorney Jonathan H. Parker, alongside his cadre at Parker & Maloney, are connoisseurs of the probate voyage, ensuring your entitlements are safeguarded and the estate’s stewardship is conducted with paramount diligence.

Armed with a profound comprehension of probate statutes, Parker & Maloney adeptly traverse the legal quagmire, attending to every minutiae. From the initiation of requisite documentation to advocacy in the halls of justice, their cadre of proficient attorneys is primed to address every facet of probate proceedings.

Moreover, Attorney Jonathan H. Parker’s bespoke strategy distinguishes him. He invests time to delve into the idiosyncrasies of each client’s predicament and aspirations, crafting his legal maneuvers accordingly. Through lucid and succinct elucidation of legal proceedings, he equips clients with the knowledge to make enlightened choices at every juncture.

Advocacy Across Honolulu and the Hawaiian Expanse

Nestled in Honolulu, Parker & Maloney has been the pillar for clients throughout the Hawaiian realm for more than a decade. Attorney Jonathan H. Parker’s acumen in probate law spans the entire state, enabling assistance to clientele in myriad locales, inclusive of (mention specific regions if desirable). Whether ensconced in Honolulu or any other Hawaiian locale, you may entrust Parker & Maloney with unparalleled legal advocacy in probate matters.

Within the intricate domain of probate law, the alliance with a veteran attorney is a treasure of immense value. Attorney Jonathan H. Parker and his ensemble at Parker & Maloney are committed to shepherding clients through the complexities of probate in Honolulu and the splendid Hawaiian state.

Their steadfast pursuit of excellence, tailored approach, and deep-seated knowledge of probate law, have established Parker & Maloney’s eminent reputation for surpassing outcomes. Electing Parker & Maloney means allying with a squadron that will accompany you at each stride, guaranteeing your entitlements are defended, and your probate affairs are managed with the highest degree of attention. Eschew the solitude of facing probate challenges. Engage Parker & Maloney forthwith to arrange a counsel and unveil how their expertise can illuminate your probate proceedings. Allow Attorney Jonathan H. Parker and his dedicated team to bestow the legal insight required to traverse the probate process with assurance.

Parker & Maloney
1050 Bishop St. Ste 268
Honolulu, HI 96813

Phone:
(808) 371-6771
(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Navigating Probate in Miami Beach and Fort Lauderdale: Guidance from Parker & Maloney, P.A.

Navigating Probate in Miami Beach and Fort Lauderdale: Guidance from Parker & Maloney, P.A.

In addressing estate settlement affairs in Miami Beach and Fort Lauderdale, the necessity of legal expertise cannot be overstated. Parker & Maloney, P.A., under the stewardship of Attorney Jonathan H. Parker, specializes in estate settlement law and is committed to furnishing adept legal guidance to clientele in these regions. Within this narrative, we shall delve into the significance of retaining an estate settlement attorney, the principal stages inherent in the estate settlement progression, and how Parker & Maloney, P.A. can furnish comprehensive assistance at each juncture.

The Significance of Retaining an Estate Settlement Attorney

Confronted with the prospect of navigating the estate settlement trajectory, many individuals might contemplate self-management. Yet, estate settlement proves to be a convoluted and time-intensive undertaking, necessitating a profound comprehension of legal protocols and documentation. This underscores the indispensability of a reputable estate settlement attorney like Jonathan H. Parker from Parker & Maloney, P.A. With a wealth of experience in estate settlement law, Attorney Parker possesses a nuanced grasp of the complexities inherent in estate settlement affairs. He can aid in formulating a comprehensive estate plan, safeguarding assets, and ensuring the welfare of beneficiaries. Additionally, Attorney Parker can provide expert counsel in mediating disputes and facilitating a seamless estate settlement administration.

The Estate Settlement Disclosed

Estate settlement denotes the legal process of administering and disbursing the assets and liabilities of a deceased individual. It encompasses various phases that demand meticulous adherence to ensure equitable and expeditious resolution. Presented herewith are some pivotal stages intrinsic to the estate settlement process:

Commencement of Petition: The estate settlement process commences with the submission of a petition to the court. Attorney Parker shall shepherd you through this inaugural phase, guaranteeing meticulous preparation and filing of requisite documentation.

Asset Assessment and Valuation: The assets of the deceased must be discerned, evaluated, and cataloged. Attorney Parker can lend assistance in this pivotal phase, ensuring comprehensive asset identification and accurate valuation.

Settlement of Liabilities and Levies: Prior to asset distribution, liabilities and taxes necessitate settlement. Attorney Parker shall labor assiduously to ensure the discharge of all outstanding liabilities and the fulfillment of tax obligations.

Asset Dissemination: After debt and tax resolution, residual assets can be apportioned to beneficiaries in accordance with the deceased’s testamentary intentions or statutory provisions. Attorney Parker shall oversee this process to ensure equitable and lawful asset distribution.

Parker & Maloney, P.A.: Your Esteemed Estate Settlement Advocates

At Parker & Maloney, P.A., cognizant of the emotional and fiscal strain accompanying estate settlement, our team is committed to furnishing empathetic and proficient legal assistance to patrons in Miami Beach and Fort Lauderdale. Endowed with profound acumen and experience in estate settlement law, Attorney Jonathan H. Parker instills confidence in clients by ensuring their estate settlement affairs are entrusted to capable hands. Our tailored approach and meticulous attention to detail serve as differentiators, as we endeavor to secure optimal outcomes for our clientele.

Engage Parker & Maloney, P.A. Today

For those seeking seasoned and dependable legal representation for estate settlement matters in Miami Beach or Fort Lauderdale, Parker & Maloney, P.A. stands ready to assist. Schedule a consultation with Attorney Jonathan H. Parker today, and embark on the estate settlement journey fortified with assurance.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Probate Process Simplified: Your Guide in Fort Lauderdale

Probate Process Simplified: Your Guide in Fort Lauderdale

Introduction to Probate in Fort Lauderdale with Parker & Maloney, P.A.

Probate Process

Probate is the judicial procedure for validating and executing the will of a deceased person. This formal process ensures the appropriate distribution of assets to heirs while settling all existing debts. In Fort Lauderdale, as elsewhere, probate can seem intricate. However, with expert legal assistance, such as that from Parker & Maloney, P.A., the maze of probate becomes far more manageable.

Why You Need Expertise in Fort Lauderdale’s Probate Process

The vibrant real estate scene in Fort Lauderdale means many estates comprise valuable assets. Furthermore, Fort Lauderdale’s diverse population indicates a myriad of wills, trusts, and estates requiring probate every year. Engaging experts like Parker & Maloney, P.A. ensures you’re well-positioned to navigate these complexities.

Kick-starting the Probate Process

  1. Unearthing the Will: The primary task is to locate the deceased’s will. If present, this legal document will guide the distribution of assets. In its absence, asset distribution is governed by Florida’s intestacy rules.
  2. Designating a Personal Representative: This individual, usually named in the will, oversees the estate’s management. Should the will not specify, the court takes the reins and appoints one.
  3. Listing Assets: Led by the personal representative, this step entails compiling a list of all assets, which can range from property and vehicles to jewelry and bank accounts.

Efficiently Tackling Probate Court in Fort Lauderdale with Parker & Maloney, P.A.

The Fort Lauderdale probate court, consistent with Broward County’s mandate, has specific protocols and schedules. Post the personal representative’s appointment, there’s a necessity to inform all potential creditors. They typically have 90 days to claim against the estate.

Simultaneously, a ‘Notice to Creditors’ gets published in local newspapers for two successive weeks, giving even ascertained creditors an opportunity to come forward.

Addressing Debts and Taxes

The estate’s assets can only be dispensed after the clearance of all genuine debts and outstanding taxes. Parker & Maloney, P.A. offers invaluable guidance during this delicate phase, ensuring that all financial obligations are met before asset distribution.

Dissemination of the Estate’s Assets

After settling all financial obligations, the personal representative, under the advisory umbrella of Parker & Maloney, P.A., can distribute the assets. This distribution must mirror the will’s instructions or, if absent, abide by Florida’s legal provisions.

Concluding the Probate Journey

This phase requires the personal representative to present a comprehensive account of their activities to the court. This dossier should encompass the estate’s inventory, settled debts, and distribution methods. Once the court gives its nod of approval, the representative’s role concludes, and so does the probate journey.

Potential Roadblocks in Fort Lauderdale’s Probate Process

Even with a structured approach, probate isn’t free from potential snags. Issues such as ambiguities in the will, beneficiary disagreements, or complications with creditors can arise. This is where the seasoned expertise of Parker & Maloney, P.A. proves invaluable, steering the process away from potential pitfalls.

Conclusion

To navigate the Fort Lauderdale probate landscape, having a firm like Parker & Maloney, P.A. by your side is invaluable. This guide, coupled with our expert legal counsel, ensures that the probate process in this dynamic city remains a well-orchestrated endeavor.

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Comprehensive Estate Planning Services in Miami and Fort Lauderdale, Florida

Comprehensive Estate Planning Services in Miami and Fort Lauderdale, Florida

Are you a resident of Miami or Fort Lauderdale, Florida, seeking expert guidance for your estate planning? Look no further. With Parker & Maloney, P.A., you can rest assured that your assets, estates, and loved ones are in safe, experienced hands.

Why Estate Planning is Essential

Estate planning is not just for the wealthy; it’s crucial for everyone, regardless of the size of your estate. It ensures that your assets are distributed according to your wishes, reducing potential disputes and misunderstandings among your heirs. Additionally, estate planning helps mitigate hefty estate taxes and enables you to establish guardianship for your minors.

Parker & Maloney, P.A. – Your Trusted Estate Planning Partners in Miami and Fort Lauderdale

Parker & Maloney, P.A. is a top-rated law firm specializing in estate planning services in Miami and Fort Lauderdale, Florida. We offer personalized, comprehensive services aimed at safeguarding your estate and ensuring a smooth transition for your loved ones in case of your absence.

Our services range from drafting wills and trusts, asset protection, probate and trust administration, to special needs planning and guardianship. Whatever your estate planning needs, we are ready to guide you through every step.

Why Choose Parker & Maloney, P.A.?

Choosing the right law firm to handle your estate planning is a decision that requires careful consideration. Here’s why you should trust Parker & Maloney, P.A. with your estate planning needs:

  • Experience: Our skilled attorneys have extensive experience in estate planning law. We’ve been serving the communities of Miami and Fort Lauderdale, Florida, for years, providing legal solutions tailored to individual needs.
  • Personalized Attention: We value our clients and work closely with them to understand their unique circumstances and goals. This personalized approach allows us to develop effective estate plans that meet their specific needs.
  • Comprehensive Service: Our law firm offers a full range of estate planning services, ensuring that all aspects of your estate are meticulously planned and legally sound.

Remember, it’s never too early to start planning for the future. Contact Parker & Maloney, P.A. today for comprehensive estate planning services in Miami and Fort Lauderdale, Florida. We’re here to provide you with peace of mind, knowing that your estate will be managed exactly how you desire.

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Parker & Maloney, P.A.
3921 Alton Road #404
Miami Beach, FL 33140

Phone:
(305) 444-4900
(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Navigate Your Estate Planning with Parker & Maloney, P.A. in Miami & Fort Lauderdale, Florida

Navigate Your Estate Planning with Parker & Maloney, P.A. in Miami & Fort Lauderdale, Florida

Planning for the future is not an easy task, especially when it involves your estate. If you live in Miami or Fort Lauderdale, Florida, Parker & Maloney, P.A., are here to guide you through the complexities of estate planning. Our deep experience and tailored approach ensure your financial legacy is protected for future generations.

Why Is Estate Planning Vital?

Estate planning, while not something we like to think about, is essential. It ensures your wealth, properties, and assets are appropriately distributed upon your death. Without an estate plan, state laws will dictate what happens to your property – which may not align with your wishes. For residents of Miami and Fort Lauderdale, Parker & Maloney, P.A. are the trusted guides in navigating these potentially turbulent waters.

How Can Parker & Maloney, P.A. Assist You?

With over 25 years of combined experience in Florida law, our attorneys have the expertise to navigate you through the process of estate planning. We take the time to understand your specific situation and create a unique estate plan tailored to your needs.

Wills & Trusts

Our Miami and Fort Lauderdale estate planning attorneys help you draft wills and establish trusts, ensuring your assets are distributed according to your wishes. Whether it’s a simple will or a more complex trust structure, we provide professional and personalized service.

Probate & Estate Administration

Parker & Maloney, P.A. assists with the probate process, making it smoother and less stressful. Our expertise includes formal and summary administrations, trust administration, and dealing with ancillary probate issues.

Estate Tax Planning

Our lawyers are experienced in navigating the complexities of Florida and federal estate tax laws. We help you structure your estate in a way that minimizes tax liabilities and maximizes wealth for your beneficiaries.

Your Estate Planning Attorney in Miami and Fort Lauderdale

If you’re looking for estate planning attorneys in Miami and Fort Lauderdale, you’ve come to the right place. At Parker & Maloney, P.A., we are committed to providing high-quality and personalized service. Our comprehensive approach ensures your peace of mind, knowing your estate will be managed according to your wishes.

Contact us today to schedule a consultation. With our team by your side, estate planning becomes less daunting, allowing you to focus on what’s important – enjoying life in beautiful Miami or Fort Lauderdale, Florida.

Your future starts now. Entrust it to Parker & Maloney, P.A., your expert in estate planning in Miami and Fort Lauderdale, Florida. Visit our website for more information.

Parker & Maloney, P.A.
3921 Alton Road #404
Miami Beach, FL 33140

Phone:
(305) 444-4900
(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Personal Representatives: who they are and what they do

Personal Representatives: who they are and what they do

Personal representative graphic attorney Jonathan H. Parker

Simply stated, personal representatives or legal personal representatives are the executors or administrators for the estate of a deceased person. Unless the decedent specifically named an individual in the Will, the probate court will appoint a personal representative. This might be a private entity, bank, or individual.

The personal representative may be the executor — the person named as such in the decedent’s Will. It could also be the successor to the executor or, if the decedent died without a Will naming an executor or administrator, the court could appoint one. In some states, including Florida, the term personal representative is used in place of administrator or executor during the probate process, and these terms are often used interchangeably by the court.

What a Personal Representative Does

A personal representative serves as fiduciary for the estate’s beneficiaries. This person or entity has the duty to act in good faith in the best interest of all involved. The law requires personal representatives to follow the terms of the deceased Will (assuming that individual had a valid Will). If the deceased died intestate, meaning without a Will, the personal representative serves as the administrator of the intestate estate.

Working with family members and/or beneficiaries, some of the tasks the personal representative may perform include arranging funeral services and notifying those entitled to part of the estate’s property. The personal representative must file all required forms, contacting financial institutions and government agencies including the IRS, and ultimately distributing estate property according to the Will.

Many people think being a personal representative allows you to choose who gets what.  Not so. It is important to note that the personal representative does NOT make random decisions him or herself unless specifically specified in the Will. The personal representative is bound by the terms of the Will, and this includes any and all distributions.

As a Personal Representative…

Most people think this means they just have to locate the Will and file it with the court, but that is not the only required tasks. As the deceased’s personal representative, you have a fiduciary responsibility to:

  • Identify and secure all the assets in the deceased’s estate. 
  • Identify all creditors and notify them that the estate has been opened.
  • Pay off any and all valid debts.
  • Dispute invalid claims.
  • File any outstanding tax returns and pay all taxes.
  • Pay all court fees and other associated fees incurred during the probate process.
  • Distribute or administer the assets.
  • Close the estate and the probate process.

All expenses come out of the estate before the remainder is distributed to the beneficiaries. And, given the significant amount of work involved, a personal representative often receives compensation from the estate as well.

We do this all the time!

Have you been assigned as a personal representative but are unfamiliar with how to do it, don’t have the time, or are concerned with the tasks involved? No problem. We represent estates in Florida, New Jersey, and Hawaii. Call now 877.727.5379 to schedule a free initial consultation with our experienced probate and estate planning attorneys by phone or Zoom.

Contesting a Will After Probate

Contesting a Will After Probate

Contesting a will after probate - information from attorney Jonathan H. Parker

Have you been left out of a will or aren’t getting what you deem is your fair share? If this has happened to you, you may have a legal option to contest the Will but be prepared to face an uphill battle.

What is contesting a Will?

Contesting a will is a type of estate litigation in which one or more interested parties challenge the validity of a Will or some provision found in it.

Under probate law, Wills can only be contested by spouses, children or people who are mentioned in the probated Will or a previous one. The process starts when one of these people notifies the court they believe there is a problem with the Will submitted during probate.

Grounds for contesting a Will

You need a valid reason to contest a Will, not just because you don’t like your share or for having been left out completely. Each state has its own laws and rules governing Will contests, but typically there are very few legal grounds for bringing one. These include: 

  • The deceased did not have the required mental capacity to understand what was going on when the current Will was signed.
  • The Will was signed under pressure and/or under undue influence.
  • The one submitted to the Court is a forgery.
  • The Will was not signed and/or properly witnessed, failed to meet state regulations, and is therefore not legal.

Considerations

Here are a few things to consider before going forward with contesting a Will:

  • To succeed, you must have one of the legal grounds to contest the Will, all of which are difficult to prove.
  • It makes financial sense, and that the potential gains will far outweigh the legal costs and will not unduly deplete the estate.
  • It makes emotional sense as the process is long, and often extremely stressful.
  • Are there alternatives that don’t involve legal action? Talk with us about how realistic your chances are of getting the Will invalidated, as well as other approaches available to you.

Still want to move forward?

Our job is to counsel our clients, help them navigate the entire process of creating and executing necessary legal documents before, during probate, and, if necessary, for contesting a Will. We represent clients in Florida, New Jersey, and Hawaii. Call now 877.727.5379 to schedule a free initial consultation with our experienced estate planning and probate attorneys by phone or Zoom.

#wills #probate #contestwill #estateplan #trusts

What is Probate and why you need a lawyer?

What is Probate and why you need a lawyer?

Probate legal services from attorney Jonathan H Parker

Probate is the legal process that occurs after someone dies. It is through this process that property is legally transferred from the estate of the person who has passed to their beneficiaries.

What does probate involve?

Probate involves getting everything in order from locatind a properly executed Will; identifying and dealing with property, debts, and taxes; notifying government agencies, insurance companies, and financial institutions; and distributing proceeds to heirs. It may also involve selling assets. There is a lot of paper and legal work at a time when you are dealing with grief and loss.

If you haven’t already done so, you’ll want to hire an experienced probate attorney who knows how to navigate the process for you and minimize your stress. 

Probate — what happens when someone dies?

Your probate attorney’s first step is to determine if your deceased loved one had a Will and, if so, if all the estate’s assets are covered by the Will. 

Let’s look at ensuring the Will is proper so it can be executed:

  • It must be in writing. These days, that means it’s printed from a computer or typed, though handwritten Wills (called “holographic Wills”) are accepted in some states.
  • The Will was signed and dated by the person who made it. 
  • At least two adult witnesses signed it in the presence of the person who’s executing the Will. A witness cannot be anyone who is named to inherit property under the Will. 

Executing the Will

The Will is filed with the Court for it to go into effect. A properly executed Will helps you go through probate with the fewest delays in getting the estate settled. A Will improperly executed refers to one not signed or witnessed correctly and, as such, might be invalid. And, if it is improperly executed, it can cause confusion and complications. Even the smallest error can cause a dispute when probating the estate.

Not all estates require probate, but all should have a properly executed Will to avoid problems.

When must a Will be probated?

When the assets of the decedent are not transferred automatically upon death.  For example, if there is joint ownership of any asset or account, you may simply have to show a Death Certificate.  Otherwise, probate is necessary to transfer ownership of property.  If your loved one had a valid Will, we can submit it to the Court, and upon the Court’s validation, it Will be admitted as such. It isn’t a requirement that all assets go through probate to transfer ownership. But when arrangements weren’t made to transfer assets automatically, the beneficiaries cannot obtain legal ownership without going through the probate process.

Don’t go it alone

The average person might have to deal with Probate once in a lifetime, if that.  A probate attorney does it all the time.  You want an attorney who listens to your issues and concerns, works on your behalf to guide you through the entire process, represents you in Court, and intervene with the beneficiaries when necessary. It is our goal to help you understand what is best for you and the estate, represent your interest, and relieve you of the burdens associated dealing with your loved one’s estate. We represent clients in Florida, New Jersey, and Hawaii. Call now 877.727.5379 to schedule a free initial consultation with our experienced probate attorney.

 Expertise

Our attorneys come from different backgrounds with diverse expertise. Our clients can always count on our attorneys to relate to their situation.

 Affordability

We strive to maintain a practice designed to be competitive when it comes to legal expenses AND to meet out client’s needs and expectations.

 Commitment

We work closely with our clients to enhance our technical knowledge of the specifics of each case we take on. It’s all about reaching the best outcome for you!