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Frequently Asked Questions about Probate and Estate Administration

Q: What is probate?

A: Probate is the court procedure by which a will is proved to be valid or invalid. Creditors of the estate are provided the opportunity to file claims against the estate and receive payment of those claims. After the administration fees, taxes and creditor claims are paid, any remaining assets of the estate are distributed to the beneficiaries.

Q: What is a will contest?

A: A will contest is a legal action that challenges the validity of a will and/or the terms of the will. A will may be invalid if it was the result of forgery, undue influence, inadequate execution, or other issues. A later will may invalidate an earlier version.

A will contest can result in a significant delay in the distribution of a loved one's assets, and can also be expensive. The costs of will contest are paid out of the estate, which may significantly deplete the available funds.

Law Offices of Richard A. Sarner, LLC - Stamford, Connecticut - New York City -Experienced Probate Attorneys

While some of our clients avoid probate through the effective use of trusts, it is sometimes unavoidable in a large, complicated estate. At the Law Offices of Richard A. Sarner, LLC, we work with our clients closely to plan their estates in order to minimize the costs of probate, including the drafting of wills. When administering an estate, we do not unnecessarily extend the process, and allow our clients’ wishes to guide the process. We staff probate matters with a fiduciary accountant to assist in the final accounting, and seek to make the probate process as efficient and accurate as possible. In addition to probate, we can handle all of your estate planning needs.

Our attorney Richard A. Sarner has over twenty-five years of experience in estate planning. The firm has attained the prestigious Martindale-Hubbell® AV rating* and is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™ In addition, Mr. Sarner has lectured widely on estate planning topics and co-authored the books, “Giving: Philanthropy for Everyone,” (Quantum Press, 2002) and “Love, Money, Control: Reinventing Estate Planning—Practical Answers from America's Foremost Estate Planning Advisors .” (Quantum Press, 2004).

If you need an experienced probate attorney in Westchester and Fairfield counties, contact the Stamford, Connecticut, Law Offices of Richard A. Sarner, LLC, at (800) 392-8550.

The Law Offices of Richard A. Sarner - www.SarnerLaw.com

Probate and Estate Administration - An Overview

Estate administration refers to the process of probating the estate of a decedent, which generally includes collecting, inventorying and appraising assets; paying and collecting debts; filing and paying estate taxes; and distributing any remaining assets to beneficiaries. An attorney experienced in probate and estate administration can help simplify this complicated process. If you need help in the administration of an estate, call an attorney in your area today.

The Probate Process

Probate is the court process used to determine the validity of a will and oversee the payment of creditors and distribution of estate assets. Even if there is no valid will at the time of death, the estate will still go through the probate procedure. Since probate is regulated by state laws, there are specific procedures proscribed by each state for carrying out the process.

Role of the Executor

An executor is the person named by the creator of the will (the testator) to carry out the terms and provisions of his or her will. In addition to locating documents left by the testator (i.e., wills, trusts, deeds, etc.) and notifying Social Security, pension providers, annuity providers, and other entities of the death, the executor has numerous other legal responsibilities.

Avoiding Probate

Assets disposed of outside the probate process are part of the non-probate estate. Since a probate proceeding is not required, these assets are distributed more quickly to the appropriate beneficiaries. Many people seek out these assets and ownership models in order to save their loved ones from the difficulties associated with going through the probate courts.

Will Contests

The fact that a person (the decedent) leaves a will does not guarantee that the decedent's property will be distributed according to the will's terms. A court generally must provide an opportunity to allow others to object to the will, and a challenge may be brought by anyone with an interest in the will who believes the document is invalid in some way. A will contest is an action challenging the validity of the will and is commonly governed by state statutes.

Probate and Estate Administration Resource Links

Uniform Probate Code
Maintained by Cornell University Law School, this site identifies the states that have adopted, at least in part, the Uniform Probate Code. Links are also provided to each state's version of the code.

Internal Revenue Service
The IRS web site has information on the federal estate tax, including information on recent reforms to estate tax laws.

Executors
This page is maintained by the H.E.L.P. organization, and provides an overview of the executor's, personal representatives', and trustee's estate administration responsibilities.

Smart Money: Estate Planning
Provides information to consumers on the process of gathering information and documentation for estate planning.

AARP: Estate Planning Guide
Guide provided by AARP with useful information on wills, powers of attorney, estate administration, choosing an executor, and other estate planning resources.