Preparing for your Uncontested Probate Appointment
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Premack wants you to be prepared for your appointment. He needs complete information to best serve you. Please have this information:
A - Original Documents. You will need to drop these at our office through the front-door mail slot, or send them with a tracking number:
We need the original Will if one exists
We need an original death certificate
If there is no Will, we need a list of family members with addresses, emails, and phones
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.
Copy of deeds to real estate, homestead, mineral rights
Copy of statements for bank or brokerage accounts
Copy of any letters you received from Banks, Brokers, etc.
If you don't have a home scanner, you can use your android or iphone to create PDF files; read this tutorial for instructions. All the apps discussed are available for iphone and android.
You can upload documents by clicking here.
C - List of debts to the best of your knowledge.
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.
E - Our consult will be by phone or video. Look at your email for the clickable link to join the zoom conference. Here is a link on how to join a zoom meeting.
Each consult will go up to 1 hour.
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.
For Executor: You are the representative named in the Will, and will be the client.
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.