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Season's Greetings in Probate: Navigating the Process with Ease

It can be hard to enjoy the holiday season if you are facing the challenge of managing probate issues at the same time. California probate law can be daunting and confusing, which is why you need a legal expert to help.

Probate law includes specific regulations and procedures that must be followed to distribute assets after a person passes away. Even if that person had a will or trust, it’s still necessary to go through the probate process to ensure that everything is transferred correctly to the named beneficiaries.

When to Call for Probate Legal Services

There are two instances when it makes sense to call a probate lawyer for help:

  • Managing a Loved One’s Estate: If you have a family member who has recently passed away, then the family might be navigating the probate process right now. You need legal assistance to protect the assets and ensure that as much wealth is transferred to the beneficiaries as possible.

  • Preparing for the Future: A probate lawyer can also be helpful if you are preparing your own estate for the future. You want to make sure that your assets are preserved for your family members. Creating the right type of trust and will is essential to reduce the complications and problems after you are gone.

What Happens in Probate?

There are three main goals that probate is aiming to achieve: organize and itemize the person’s assets, settle any outstanding debts, and distribute the remaining assets to heirs.

Not only does probate identify the assets that heirs can receive, but this process also determines the legal rights of the beneficiaries. The goal is to ensure a smooth settlement, helping to reduce the risk of legal disputes between family members.

But there are red-tape logistics that need to be managed through the probate process, which is why it can be helpful to have legal assistance every step of the way.

Call a Local Probate Lawyer

What questions do you have about the probate process? If you need assistance, then Miles & Hatcher, LLP is here to help. Call to book your free consultation: (909) 481-4080.

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