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 (please do NOT use a method that requires a signature for delivery; our preferred method is US Priority Mail).
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 and Debts 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.
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.?
Please submit info to Premack by clicking here.
C - Prepare your List of Questions, if you have any.
D - Our consult will be by phone or video.
Premack will send you an email with a clickable link to join the conference. Here are instructions on how to join the scheduled conference.
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.