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Probate is the legal process for distributing a deceased person's assets and settling debts. It includes validating the will, appointing an executor, and resolving estate claims. The complexity varies based on the estate's size and circumstances. Careful navigation of state laws and court procedures is essential to honor the loved one’s wishes and ensure beneficiaries receive their inheritances. Professional guidance can simplify this process, offering peace of mind during a difficult time.
Large Estates Over $40,000.00
Letters of Administrations
Supervised vs. Independent Administration
Testate vs. Intestate
Personal Representative
Publication Process
Inventory of Assets
Creditor Claims
Annual and Final Accounting
Minor Inheritance Issues
Asset Collection and Distribution
Tax ID and Estate Accounts
Small Estates Under $40,000.00
Determination of Heirship
Refusal of Letters Spouse/Minor Children
Last Will Asset Distribution
Will Admittance
Trust and Will Review
Trust Administration
Inheritance or Special Needs Trust
Power of Attorney Accounting
Power of Attorney Revocation
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Guardianship is a court-appointed relationship where a guardian makes decisions for a person who is unable to care for themselves due to age, incapacity, or mental disability. Guardians oversee their health, residence, education and more per court terms.
Minor Guardianship
Adult Guardianship
Termination of Guardianship
Limited Guardian
Child Custody
Medical and Educational
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Conservatorship similarly protects those unable to manage their affairs, with a conservator handling the person’s finances after a person is appointed. Both roles focus on prioritizing the individual’s needs under court supervision.
Financial Protection for Adults and Minors
Annual Accounting Requirements
Final Settlements
Minor Inheritance
Court Compliance
Probate/Heirship
Probate administration
Large estates
Small estate administration
Heirship
Petition to determine heirship
Asset distribution
Last will and testament review
Will admittance
Trust administration
power of attorney Accounting
annual settlements / accounting
creditor claims
Guardianship
MINOR GUARDIANSHIP
ADULT GUARDIANSHIP
INCAPACITATED
DISABILITIES
Termination of Guardianship
Limited Guardianship
Conservatorship
FINANCIAL PROTECTION OF AN ADULT OR CHILD
Annual account requirements
Inventory
Final Settlements
Minor inheritance
Minor settlements