Boca Raton Probate Attorney
Probate is a legal process that’s usually necessary after a person passes away. This court-supervised process authorizes a personal representative of the deceased estate to determine and collect the deceased’s assets and pay off the estate’s taxes and debts. The representative must also transfer the estate assets to the beneficiaries.
If you have been appointed the personal representative of an estate by a deceased loved one or have questions about the probate process in Florida, you can seek legal guidance from our Boca Raton probate attorney, Brian K. McMahon, P.A. His experience can ensure the most favorable results for your probate case.
What Assets Require Probate?
Probate assets are assets the deceased person owned in their sole name upon death or those that they owned with a co-owner that were not given an automatic succession of ownership provision upon their death. These assets can include, but aren’t limited to:
- Bank or investment accounts in the deceased’s sole name
- An individual retirement account, life insurance plan, or annuity contract payable to the estate
- Any real estate in the deceased’s sole name or owned with another individual as tenants in common unless it is homestead property.
What Our Boca Raton Probate Attorney Can Do For You
No probate process is the same, and some may require more steps that will also require different procedures. If you have been appointed by your loved one as their estate’s personal representative, you must go to court, perform all the probate procedures, and settle the estate.
But the probate process is rarely straightforward. Personal representatives often feel overworked and overwhelmed. The stress and various steps that come with the job could take a significant toll on their overall health, especially while dealing with the loss of a loved one. When you work with our Boca Raton probate attorney, Brian K. McMahon, P.A., he will handle and guide you through the entire probate process by:
- Validating the deceased person’s will
- Calculating the value of all the estate assets
- Identifying and notifying all the estate beneficiaries
- Distributing the assets to the beneficiaries
- Paying off ay estate debts and taxes, ensuring that any income tax issues will be resolved
- Selling any estate property if needed
- Settling disputes between personal representatives and beneficiaries or creditors.
Unfortunately, many people believe that having a will would automatically ensure that their wishes would be carried out when they pass. But the reality is that there can be various reasons why relevant parties could contest a will during probate, such as undue influence, medical concerns, and disputes about asset distribution or administration and guardianship duties.
Reach Out to a Top Boca Raton Probate Attorney Today
Dealing with a loved one’s passing can be sad and emotionally challenging, particularly if you also need to handle the probate process. Rest assured, our Boca Raton probate attorney will walk you through the entire probate process so you can focus more on grieving and healing.
Arrange your free case review with our Boca Raton probate attorney, Brian K. McMahon, P.A., by sending us an online message or calling our office at 561-485-1382.