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Probate

After a death, one step at a time

Settling an estate is mostly paperwork, patience and a few decisions. We take the paperwork and explain the decisions, so the family can grieve first.

Whether there is a will or not, a court usually has to approve who is in charge and how the estate is handed on. We guide the executor or administrator through each stage and keep the family informed. If the person died without a will, we explain who inherits and why.

We handle

  • Opening the estate in court

  • Listing what the person owned

  • Notices to creditors and heirs

  • Paying the debts and taxes owed

  • Estates with no will

A box of papers beside a laptop on a desk

The stages

Four stages, in the order they happen

Some estates close in months; others take longer, usually because of a debt, a missing document or a family disagreement. We tell you which kind yours looks like.

  1. 01

    Step 1: Gather

    The will if there is one, a death certificate, and a list of accounts, property and debts.

  2. 02

    Step 2: Open

    We file with the court and ask it to name the person who will carry out the will.

  3. 03

    Step 3: Settle

    Notices go out, debts and taxes are paid, and property is kept safe and insured.

  4. 04

    Step 4: Hand over

    What is left goes to the people named, deeds are recorded and the estate is closed.

What people ask in the first days

Does every estate go through probate?

No. Property that already has a named owner on the way, such as a house in a trust or an account with a named beneficiary, may pass outside of it. We look at what the person owned before telling you what is needed.

Do I have to pay my father’s debts myself?

Generally no. Debts are paid from the estate, in an order the law sets. Please don’t pay or promise anything before talking to us.

There was no will. What now?

The law decides who inherits, starting with a spouse and children. We help the family ask the court to name someone to manage the estate.

You don’t have to start with the paperwork

Call the office nearest you. We will tell you what to gather and what can wait.