Guide to 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 do your best to gather this information before your appointment:

A -   Document Scans

 

  • A PDF copy of the Will, if there is a Will.

  • A PDF copy of the death certificate.

  • Submit PDF copies to Premack by clicking here. If you cannot upload PDFs you can mail photocopies.

B -   Information about the Estate, to the best of your knowledge. 

 

Before our initial consultation, you should learn as much as you can about the decedent's estate. If you cannot locate something now, you'll have time to find it later. Please find and submit what you can regarding:

  • A list of family members with addresses, emails, and phone numbers.

  • Most recent Deed to real estate, homestead, mineral rights

  • Statements for bank or brokerage accounts near date of death

  • Letters you received from Banks, Brokers, etc.

  • 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.?

  • Your list of questions and concerns.

  • Submit PDF copies to Premack by clicking here.

The law requires that the Original Will be submitted to the court when we file the Application for Probate. Please confirm that you possess the actual physical original of the Will.

C -   Our consult will be by video or phone. Click here for details.

TWO:
Fees

Your consultation will last up to 1 hour. 

At your consultation, the Attorney will discuss possible legal procedures to settle the estate. He will email 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. 

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.