WHAT YOU NEED TO KNOW ABOUT PROBATE PITFALLS
It may be challenging to know where to begin after losing a loved one.
We know that stress and uncertainty may make it difficult to ask for support. But we are the right place to seek help during your time of grief.
This probate handbook will show you how our firm helps you avoid the stress of the probate process. We are here to help the estate representative avoid pitfalls and reduce the risk of personal financial liability.
Our team and this probate handbook will help answer some basic questions about matters that are unclear, guide you how to start, and most importantly, help you avoid costly mistakes.
The last thing an estate representative should ever face is financial liability for avoidable mistakes. Representatives are personally liable to beneficiaries, creditors and government agencies for mistakes in handling claims on estate assets.
Here are some common risks we help you avoid…
✔ Interest and penalties for inheritance tax return mistakes.
✔ Closing the estate without a release of liability.
✔ Claims by disappointed beneficiaries.
✔ Mistakes in handling creditor claims.
✔ Poor recordkeeping and financials.
✔ Improperly handling jointly-owned property.
As a probate law firm, we know that settling an estate and dealing with the complexity of the inheritance tax law can be overwhelming. We handle legal roadblocks you may encounter and are here to resolve problems every step of the way.
You can entrust us with the administration process knowing everything is in good hands. We help keep you out of trouble and close the estate without fear of future legal or financial liability.
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