Have you lost someone? 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 […]
Archive | Wills
Probate Defined
How is probate defined? With the current pandemic, loved ones may be caught by surprise by the untimely death of someone. One of the common issues that people misunderstand is what exactly is probate in New Mexico law. Receipt of probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims […]
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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FREE Legal Consultation We offer a FREE Initial probate or estate consultation when you call to set an appointment: 505-266-2566 Additional state resources: https://www.nmcourts.gov/self-help/forms/ Click on “Probate Forms” in the middle of the page. https://www.bernco.gov/probate-court/welcome-to-the-court/