What is the Role of a Probate Lawyer in California? | What to Know

A probate lawyer has a critical role in the execution of an estate plan. To learn more, continue reading and reach out to our firm today. With a skilled Woodland Hills probate attorney on your side, you can rest assured that your future will be in good hands. Contact us today to get started.

What is a probate lawyer?

A probate lawyer is a state-licensed attorney that works for the executors and the beneficiaries of an estate to resolve the affairs of the decedent. In some cases, probate can be evaded if all the decedent’s assets have been put in a trust. A trust can assure a smooth transfer of property outside of court and legal proceedings. Essentially, a probate lawyer directs the executor of will or beneficiaries of an estate through the probate process, whether that be with identifying estate assets and beneficiaries to distributing assets and inheritances.

What does a probate lawyer do?

There are a number of different tasks that probate will have to complete. Some of the most common duties a probate lawyer may have to assist an executor and beneficiaries with during the probate process includes the following:

  • Identifying and securing estate assets
  • Obtaining appraisals for the decedent’s real property
  • Assisting in the payment of bills and debts
  • Collecting proceeds from life insurance policies
  • Preparing and filing all documents required by a probate court
  • Determining if any estate or inheritance taxes are due, and making sure those debts are satisfied
  • Resolving income tax issues
  • Managing the estate checking account
  • Transferring assets in the decedent’s name to the appropriate beneficiaries
  • Making a final disbursement of assets to beneficiaries after all bills and taxes have been paid

Are probate attorneys and estate attorneys the same thing?

A probate lawyer is also referred to as an estate attorney and is involved in a number of different ways relying on the individual factors of that estate. Their involvement will count on the value of the decedent’s assets and whether or not they had a last will and testament at the time they passed away. In instances where no will exists, beneficiaries file claims and pursue legal action for what they think they are authorized to receive. In cases where there is a will, challenges may surface as to the validity of the will, also causing possible litigation. Reach out to a dedicated Woodland Hills estate administration attorney today to learn more.

Contact our Firm

Working with an experienced estate planning attorney, such as Jaci Feldman of the Woodland Hills, California, Law Offices of Yacoba Ann Feldman, will ensure that you are taken care of when you need it most. Do not delay. Estate planning is a more urgent matter than you may think. You never know what the future holds. Contact The Law Offices of Yacoba Ann Feldman to schedule a consultation today.

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