What You can Expect in Your Probate Case with O’Flaherty Law - Your Path, Our Process
After speaking with one of our Client Intake Specialists, you will be scheduled for a consultation with our experienced probate legal team. Our consultations typically occur over the phone but can be in-person or online upon request.
During the initial consultation, we will get some preliminary information from you to determine what type of estate is involved and some basic information about the decedent.
This may include some of the following information:
Once we have obtained the preliminary information from you and have had an opportunity to review any estate planning documents, we will set up another call or meeting with you to discuss the estate in greater detail. We will advise you of the following:
We will also be requesting additional information and documentation from you:
We will also advise and assist you with any assets that do not require probate or pass outside of probate
We will prepare the necessary documents needed to open the estate, whether it is testate (with a will) or intestate (no will). These documents include the following:
Once the claims period has run and all outstanding issues have been resolved we will prepare the estate for closing, which will include:
During probate, we will provide you with information regarding all court dates. It is highly unlikely that you will ever need to appear in court. We will provide you with copies of all orders entered and keep you advised of events as we move through the process. You will be working directly with our probate legal team throughout the process and should feel confident at every step of the process.
The following will be addressed after the estate is opened: