Probate

Overview

Probate is the court-supervised process of validating a will, paying debts, and distributing a deceased person's assets. It's a process most people encounter only when settling a loved one's estate — often while grieving and unfamiliar with the steps involved.

Typical Timeline & Costs

Probate timelines and costs vary widely depending on the size and complexity of the estate, whether the will is contested, and court schedules. Simple estates may resolve in several months; more complex ones can take considerably longer. Court fees, executor compensation, and legal fees typically factor into the overall cost.

When Is Probate Required?

Assets held solely in the deceased's name, without a beneficiary designation or trust, generally must pass through probate. Assets in a properly funded trust, jointly owned property, and accounts with a named beneficiary typically pass outside of probate.

What's Included

• Guidance through the probate filing process from start to finish
• Support gathering, valuing, and managing estate assets
• Assistance with creditor claims and required notices
• Coordination of distributions to beneficiaries
• Strategies to help future estates avoid probate altogether

Why It Matters

Missteps during probate can delay distributions or create personal liability for an executor. Experienced guidance keeps the process moving correctly — and for future planning, trust-based strategies can help your family avoid probate entirely.