Working with a probate attorney Palm Desert CA

Probate can be a complex process for a personal representative of an estate most especially if he does not have an expert knowledge on the subject. However, he may ask help from a probate lawyer to make the legal works a lot easier. But what does it like to be working with a probate attorney Palm Desert CA?

A probate attorney can help in a number of ways, which include the following:

  • Works to locate and secure both probate assets and nonprobate assets; this can help you have a clear view of which particular assets are subject to probate.
  • Helps obtain date of death values and appraisals of all of the decedent’s property.
  • Helps prepare and file all the documents needed as required by the probate court – job that should be done in a timely manner.
  • Helps collects life insurance proceeds
  • Works to determine if there are any taxes and/or inheritance taxes that will be due both at the federal and state levels; if there is, he could recommend where the cash will come from to pay those taxes.
  • With regards to retirement plans such as IRAs and 401(ks), a probate attorney can do roll over and makes appropriate elections
  • Assists with the sale of the estate property
  • Requests court’s approval for a various actions as required by applicable probate laws in California
  • A probate attorney Palm Desert CA also keeps track of the estate checking accounts
  • Retitles the decedent’s real estate into the names of the estate beneficiaries (should they choose not to sell the property)
  • A probate attorney also works to settle possible disputes arising among Personal Representatives and beneficiaries
  • Works to distribute what’s left of the decedent’s assets after the payment of bills and taxes to the beneficiaries (as specified on the documents/will)

Above are examples of work that a probate attorney Palm Desert CA can offer to clients. However, there’s more to that.

If you need help from a probate lawyer, don’t hesitate to contact Ficara Law Office, a legal service provider that is expert on Estate Planning, Trusts, and Bankruptcy.

Contact us at (760) 365-7000

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