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 […]
Archive | Probate
Probate – Defined
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 […]
How to Determine if Probate is Necessary
By attorney on September 10, 2016 in Blog, Estate Planning, Note from the Probate Attorney’s Desk, Probate, Wills
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 […]
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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/