How does someone get started in the process after someone’s death? Upon death, the personal representative named in the Will or the trustee named in the Trust would contact my office and set up an appointment. We would review the financial situation of the deceased at the time of death and either start a probate […]
Keep Up with what’s happening in Probate Law in New Mexico with Attorney Rick Grodner.
Receipt of probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property under a will. A probate court (surrogate court) decides the legal validity of a testator‘s will and grants its approval by granting probate to the executor. The probated will becomes a legal document that may be enforced by […]
I am also involved with representing people who want to request guardianship and/or conservatorship for a loved one. A guardianship and/or conservatorship proceeding is a legal proceeding where someone is incompetent to manage their financial affairs and/or their daily care for reasons such as an auto accident, dementia, stroke, etc. The court would then appoint […]
Upon the death of a loved one, probate is not always necessary. If there are no assets, or very little in the way of assets, probate is probably not necessary. • If all assets are in a joint ownership, • or for insurance policies and retirement accounts that have a named beneficiary, • or for […]
Notes from the Probate Attorney’s Desk Probate – The Estate Tax was one of the most hotly contested tax topics in 2013. Where we sit in 2014 is a permanent extension of the $5.1 Million dollar threshold for the tax to take effect. For New Mexico, this will only affect a handful of people inheriting […]
We offer a FREE Initial probate or estate consultation when you call to set an appointment: 505-266-2566 Additional state resources: https://nmsupremecourt.nmcourts.gov/legal-forms/vprobate_code.php https://www.bernco.gov/welcome-to-probate-court-2887/