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 -   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 phone numbers.

  • If you cannot deliver the originals before your appointment, you need to upload PDF copies for Premack.

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

 

Before our initial consultation, you should learn as much as you can about the assets and debts. If you cannot locate something now, you'll have time to find it later. 

We prefer if you submit PDF copies before the initial consultation, but if you cannot locate something don't worry. There is time after the consultation for you to submit PDF copies of documents.

Please find and submit what you can regarding:

  • 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.?

Submit PDF copies to Premack by clicking here.

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

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

TWO:
Fees

Each consult will go up to 1 hour. 

At your consult, 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.