
Summary of Overview of the Probate Process
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Summary of Overview of the Probate Process
The probate process is not necessarily as difficult as people are led to believe. Much of the effort expended to wrap up a person’s affairs is necessary, even if probate court is avoided entirely. The process often goes smoothly, and when it does not, it is often because of difficulties—legal, financial, or personal—that are attributable to the decedent’s situation, not the court. These same issues would adversely affect the "peaceful" transition even if probate were avoided, and in some cases are better dealt with under court supervision.
Consider the pros and cons of probate as they apply to your own estate before making a decision one way or another about avoiding probate. Sometimes the best solution is to transfer some assets outside probate and others under its umbrella.
Practical Ideas I Can Start with Today
- Review (or write) my will so that it appropriately directs the disposition of my estate if I died tomorrow.
- Appoint a qualified personal representative for my estate.
- If I am a personal representative, learn my duties so that I will exercise them properly when the time comes.
- Decide which assets I can transfer outside of probate.
- See an attorney for more complex planning if my situation is out of the ordinary.
What you have learned
- How Probate Begins
- The Three Basic Steps of Probate
- The Duties of Personal Representatives, Executors, and Administrators