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Complete Assistance With the Estate Probating Process

When a family member is deceased, their assets must be properly handled. Probate is the judicial process in which the court processes those assets in accordance with state law and the wishes of the decseased. 


In most cases, the testament specifies how the property and assets are to be distributed to the heirs or beneficiaries. If you're unsure of the details stated in the will or if you have any other questions, call the attorneys at Nickloy, Albright, Gordon, & Siebe Attorneys At Law LLC. We can answer all your questions and make the probating process as smooth as possible.   


For individuals who pass away with fewer assets to their name, the family of the deceased can file a small estate affidavit in the court. But, for other individuals who pass away with more assets, and an estate must be opened with the court's permission by a personal representative. 


The personal representative has the legal authority to value the estate's assets, pay bills and taxes, and distribute the assets to the heirs or beneficiaries.

Documents Necessary for the Estate Probate Process

 

  • Wills, trusts, or testaments
  • Insurance policies and retirement plans
  • Estate planning documents
  • Birth and death certificates
  • Checkbook and check register
  • Marriage license(s)
  • Military discharge papers
  • Driver’s license and social security card (and passport, if applicable)
  • Deed to house and title to any vehicles
  • Tax returns from the last two years
  • Date of death of your spouse (if applicable)
  • Date(s) of divorce(s) (if applicable)
  • Beneficiary contact information
  • Any other “legal” documents 
  • Stock certificates, bonds, annuities, CD statements, and any other investment accounts

 

All the above-mentioned documents are necessary for us to determine how to distribute the assets and to whom. Creditors and heirs must be informed of all matters regarding the estate to prevent any further issues.

Get Comprehensive Probate Assistance

Call us today to schedule your consultation.

(317) 773-3030

(317) 773-3030