Read Case Studies and Testimonials From Our Valued Clients
As a Pennsylvania Probate Law Firm, we know that the prospect of serving as an estate executor can feel stressful and uncertain. We help navigate both the legal challenges and the family dynamics to help you accomplish your goals and settle the estate. Our firm carefully handles all aspects of estate administration so that the process stays on track.
Read below to hear the stories of our other satisfied clients whose estate matters were solved.
PROBATE CASE STUDIES
Probate Process Resolved for Surviving Spouse
Case Study
It is never easy coming to terms with the passing of a beloved spouse, especially the major lifestyle changes and financial challenges.
The spouse’s grieving process itself takes time and energy to process. Unfortunately, the burden of dealing with the administration of the loved one’s estate becomes a pressing matter while still working through the grief. This was exactly the situation for a Pennsylvania client of ours who lost her husband in 2019.
Our client was faced with numerous complicated estate matters involving the deceased husband’s assets.
Husband Leaves a Business Interest for Surviving Wife
Case Study
Our client was the surviving wife whose beloved husband passed without a Will. Her husband was a successful business owner who built his business from a small startup to an enterprise with many employees. His death came at a great surprise because he was always a vibrant man who passed well before his expected time. The sudden shock and trauma of the loss combined with the lack of a Will created an overwhelming situation. His wife and family were now faced with a confusing probate and business succession situation.
Our client was the surviving wife. She came to us with limited experience with her husband’s business matters. Although the couple went through life together as the business was built, she was generally unfamiliar with the details of the business. She knew and trusted her husband’s business partners but was unsure what her rights were in the business.
The first step was to bring clarity to our client’s legal situation.
Probate Pitfalls Avoided for Surviving Son
Case Study
The passing of a loved one is very difficult for a family. Sometimes a loved one’s end-of-life phase is a long struggle for those who provided care and support during the aging process. Our beloved client found himself in that very situation with the care of his mother. Our client’s mother fought a long and difficult battle with cancer before her eventual passing. Both he and his siblings cared greatly for her wellbeing but were exhausted after a two-year struggle.
It was our client who stepped forward to handle the legal and financial issues for the family after the funeral. He knew that his mother had a Will, but the original was lost. The surviving beneficiaries also had many questions. Who would serve as the estate representative? What should be done with the residence and rental properties? Would the representative or beneficiaries have to go to court? How long would probate take?
Our client came to our office to gain clarity and direction for what to do next.
Court Appearances Avoided for Family Members at Odds
Case Study
Sometimes the most difficult part of probate is not the legal or financial issues but interacting with difficult family members. Long-held resentments between family members can surface as emotions run high after a loved one’s passing. When family members refuse to cooperate, or actively create delays, a legal case is one potential solution. But our client managed to avoid litigation when our office successfully navigated difficult family dynamics.
Our client was very close with his brother and became even closer to him in the years leading up to passing. The deceased brother lost his spouse several years earlier and had no children. Because the brother had no descendants, the three heirs to his estate was our client, a second brother and a niece. But it became apparent the probate process would be off to a rocky start when the niece refused to cooperate.
Roadblocks Cleared for Beneficiary of Estate Property
Case Study
Our office routinely helps our clients resolve roadblocks to selling their estate inheritance property. It is not uncommon for properties passed by a will to be encumbered by legal problems. Some of the legal problems our clients may face include estate properties that were co-owned by the deceased and title problems that prevent clear title to the property.
We recently handled a case in which our client was the beneficiary of an estate property, but legal problems prevented the property from being sold.
Tangled Title Resolved for an Estate Property
Case Study
Our client was the primary caregiver of his mother for many years. He also maintained her home for a long time and contributed money for its maintenance. As his mother moved through the later stages of life, he moved into the home to assist with the property. Our client’s mother was generally in good health, but he was concerned that she was unable to keep everything in working order.
Our client came to our office years later to find out if probate was required and what tasks should be done. He was confident that probate could be avoided because his name was on the deed. He presented the deed and explained that his mother had placed his name on the deed a number of years prior to her passing.
Unbeknownst to our client, the language used in the deed did not help avoid probate.
TESTIMONIALS
Do you want to become estate personal representative? Call us for help to handle the details and efficiently settle your estate matter.
Whether you are a family member, beneficiary of a Will, or professional appointed in the Will to serve, we can help you reduce stress and avoid costly mistakes.
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