How Does a Probate Lawyer in Sarasota Assist and Advise a Personal Representative? A probate lawyer helps a personal representative in the following matters: Acquiring the appraisals, date of death, and values of the departed’s property or properties Securing and locating non-probate assets and probate assets Filing documents needed by the probate court on time Collecting proceeds of life insurance Advising on the settlement of outstanding debts and final bills Making elections and rolling over concerning 401(k)s, retirement plans, and IRAs Addressing issues on income tax Keeping track of the property’s checking account Helping with the estate’s sale Seeing if inheritance taxes or estate taxes have to be paid on state and federal levels (If so, the probate lawyer has to figure out where the cash will come from to pay the said taxes) Requesting permission from the court for a number of actions required by the state probate laws Settling arguments among heirs and personal representatives Distributing the remainder of the departed’s assets among the heirs after the taxes and payment of bills Retitling the departed’s property into the names of the heirs, if it is not going to be sold The probate process can be very complicated – we are here to help. For a free consultation, please call us at 941-365-225.
How Does a Probate Lawyer in Sarasota Assist and Advise a Personal Representative?
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