A Simple Guide to the Probate Process

Step 1: File a Petition and Notify Heirs and Beneficiaries

The probate process officially begins when you file a petition with the probate court. After filing, notify all heirs and beneficiaries as the law requires.

Step 2: Appoint an Executor or Administrator

If there’s a will, it usually names an executor. If there isn't a will or no executor is named, the court appoints an administrator.

Step 3: Inventory the Deceased’s Assets

The executor must find and inventory the deceased’s assets, determining their value. This includes bank accounts, securities, real estate, and other property.

Step 4: Pay Debts and Taxes

The executor must pay the deceased’s debts and final bills, including any taxes owed.

Step 5: Distribute the Remaining Assets

After paying debts and taxes, the executor can distribute the remaining assets to the beneficiaries as the will directs.

Step 6: Close the Estate

Finally, file a final account with the court to close the estate.

Each probate case is unique, but every step must be taken with attention to detail and adherence to the law. If you're involved in a probate process, consider working with an estate lawyer to navigate the proceedings effectively.

For more information, contact our office at Askew & Associates, P.A. by calling 954-546-2699.

Disclaimer: this blog post is not intended to be legal advice. We highly recommend speaking to an attorney if you have any legal concerns.