Probate is a court-supervised process for distributing the individually owned assets of a deceased person.  Assets are distributed to beneficiaries in accordance with the instructions written in the person’s will.


When a person is alive, they can transfer property as they see fit.  However, in most cases, a person will still own property after they pass away.  In the probate process, a personal representative is appointed by the court in order to transfer the property to the people named in their will.


Depending on the circumstances, the probate can proceed as either a formal probate, or an informal probate.  While clients will often prefer an informal probate, there may be good reasons to proceed formally instead.  For example, where there are disputes among family members, or problems with the will.


Whether the process will be handled formally or informally, a probate can be a complicated process for a family.  Our office can help navigate the process including:


  • Reviewing the estate documents and estate assets and creating a strategy for the probate;
  • Collecting the necessary information and making an application to the court;
  • Notifying interested persons including family members, beneficiaries and creditors;
  • Accounting for the assets, income, and expenses associated with the estate;
  • Preparing federal and state income tax returns for the deceased person and for the estate;
  • Preparing federal and state estate tax returns;
  • Paying expenses and distributing money to beneficiaries.


Our goal is to simplify the process, and to make things easier for the personal representative and the family.  If you have questions, we can help, please call our office at 651-705-6277 for a free consultation,