Preparing for your Uncontested Probate Appointment

OUR TEAM

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ONE:

Your Details

Premack wants you to be prepared for your appointment. He needs complete information to best serve you. Please have this information:

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A - Documents:

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• We need the original Will if one exists. If there is no Will, bring a list of family members with addresses and phones

• We need an original death certificate

• We need any letters you received from Banks, Brokers, etc.

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B - List of Assets to the best of your knowledge.

We need values as close to the date of death as possible. If a formal inventory is required, there is plenty of time to gather this information after our first consultation.

• If there is real estate, bring a copy of the deed

• If there are oil or mineral interests, bring copy showing that interest

• If there are bank or brokerage accounts, bring the latest statement

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C - List of debts to the best of your knowledge. 

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• Was the decedent ever on Medicaid? When?

• Is there a mortgage on the house? Reverse Mortgage?

• Are there other bills from credit cards, car loans, utilities, etc?

D - Prepare your List of Questions, if you have any.

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E - Our consult will be by phone or video. We'll talk to make those arrangements. Here is a link to how the video consultation operates​.

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TWO:
Fees

New client consultation fee is $380. Existing client consultation fee is $330.

Each consult will go up to 1 hour. 

If you buy our current eBook THINKING BEYOND TOMORROW, let us know and we will credit the cost of the ebook ($10) to the cost of the initial consultation.

At your consult, the Attorney will discuss possible legal procedures to settle the estate. He will give you a written fee agreement (Limited Engagement Agreement) setting out flat fees and costs. He likes to quote flat fees so you know exactly what you are spending.

Please review our Rescheduling Policy.

THREE:

Confidentiality

For Executor: You are the representative named in the Will, and will be the client. 

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Support: You may request that other people - like a family member - attend your consultation to assist with communication and provide information. Attorneys are required to preserve the confidentiality of discussions with clients. If you allow other people to participate, you understand that attorney-client confidentiality may be waived.