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. Her husband was the owner of a successful business in Pennsylvania that remained profitable through the time of his passing. Because the husband was co-owner of the business with other individuals, our client was now tied into the business with his former partners. Additionally, the husband owned real estate in Pennsylvania in his sole name which he acquired long before the marriage. Although our client was now the rightful owner under his will, the property was occupied by distance relatives who refused to leave.

We proceeded to petition the Register of Wills to open an estate for the late husband requesting our client to be name Executrix. Once Letters Testamentary were issued to our client, we handled all aspects of this complex probate process and settled the estate. We represented our client in negotiations for a sale of her interest in the husband’s business with the former business partners. Because our firm is also well equipped to resolve estate property roadblocks, we helped our client eject the occupant from the estate property. The property was later listed and sold, and our client was able to move on from entanglements with distant relatives.

Our client and all the rightful heirs received their inheritance due under the will and were satisfied with the outcome. The estate administration process was completed by our firm so that our client could focus on her own needs, not legal matters.

As a probate law firm for estate executors, we help settle estates efficiently and reduce stress. If you know someone faced with a probate process or roadblocks to an estate property sale, please have them contact us for a free evaluation at:

Phone: (215) 918-4242

Email: info@pennsylvaniaprobatelawfirm.com

If you are not quite ready for a consultation, download our complementary probate handbook HERE. We’ll send you helpful probate guides and resources so you know how to handle the estate.

Disclaimer: While we’re proud of our past victories, please note that past results are not indicative of future results and each case is unique.