How to Prepare When Meeting with Your Palm Springs Probate Attorney

When a person dear to you passes away, you can’t delay going through legal procedures. Even if you are grieving, these procedures still remain. They include managing the property and assets of the deceased, especially if you are the executor of the will.

One way to handle these legal procedures is to hire a Palm Springs probate attorney who can help you with the procedures. Meeting a probate lawyer in your grieving state may be difficult, but you can prepare for it in advance. Here are some of the things you can do in preparation to your meeting with a Palm Springs probate attorney.

Have Your Questions Ready

If you are still contemplating whether to hire a probate attorney or not, asking the right questions will help you in making a decision. Ask the probate lawyer about their experience, fees, methods of communication, and what you expect when you hire him or her.

Ask them to give you a brief explanation of the legal processes that you will be facing and what documents will be necessary. The way the lawyer answers your questions helps in assessing how qualified they are, especially if they can suggest several ways to make the process as smooth as possible.

Write down your questions so that you can avoid missing important details.

Bring Your Documents

Our Palm Springs probate attorneys look forward to helping you. Have your documents on hand so that we can review them with you.

The deceased’s last will and copies of his financial records are just some of the documents that you will need.

Examples of other documents include land titles, deeds of real properties, outstanding credits, bank accounts, investment accounts, tax returns, and others. You will also have to provide your lawyer with the names and contact information of all the beneficiaries.

Contact Our Palm Springs Probate Attorneys

If the deceased hired an estate planning attorney while they were still alive, things will go more smoothly. Most of the time, all documents are already prepared, and the lawyer can go from there to handle the wishes left in the will.

Our Palm Springs probate attorneys can handle your estate planning or probate needs. Contact us at 760-322-2275 to schedule a consultation.

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