Professional probate and estate lawyer you need to draft a will, create trusts, or handle estate-related litigation, it’s important to work with a professional who is well-versed in the legal process and can help you make wise decisions. A skilled New York probate and estate lawyer can also provide you with advice about your best course of action for transferring your assets after death.

When Should I Consider a Professional Probate and Estate Lawyer?

When a loved one dies, the complexities of handling their affairs can be overwhelming. A skilled probate attorney can manage the legal process of validating a will, settling debts and distributing assets to beneficiaries. A New York estate and probate lawyer will work to ensure that the deceased’s wishes are carried out according to law.

Probate involves a series of tasks such as filing the will with Surrogate’s Court, identifying and listing assets, obtaining appraisals, notifying heirs and beneficiaries and publishing notice, paying estate taxes, settling outstanding debts and distributing estate property to heirs and beneficiaries. A probate lawyer can guide executors and administrators through these complex legal duties, making the process less stressful.

A professional probate and estate lawyer can also help with estate planning, including the creation of documents like healthcare directives to ensure that your preferences are known in case you lose capacity. They can also assist with minimizing taxes throughout your lifetime and after death by advising on strategies such as trusts. They can also review beneficiary designations on retirement or life insurance accounts to make sure that they align with your intended wishes.