What Are the Steps to Navigate the Probate Process?

Probate is the process of legally validating a will after someone has died. If a loved one has passed away, their will should be located and filed with the court to obtain probate. It’s not mandatory to use a probate lawyer in El Paso, TX, but it’s generally advisable. They can help with more complex estates, and, for smaller estates, they can provide advice on different options that might be possible, such as a small estate affidavit.

What Are the Steps to Navigate the Probate Process in El Paso, TX?

1: Locate the Will

The executor should first locate the will. If the will has been updated, it’s important to find the most recent, valid version. The content of any previous wills that have been revoked should be disregarded. Only wills that have been properly executed can proceed through probate. The probate court will deal with any questions over the validity of a will.

2: File the Application

The named executor must file an application with the probate court. This should include details about the deceased, the named executor, and the intended beneficiaries. A copy of the will must also be provided. Applications must usually be made within the same county where the deceased resided.

3: Posting the Probate Notice

After the application has been filed, the court clerk will post notice of probate. This step typically takes a minimum of two weeks. This gives public notice of the intent to grant probate and provides an opportunity for the will to be contested or a claim against the estate to be made.

4: The Probate Hearing

Once the waiting period for posting is over, a hearing will take place. During the hearing, a judge will formally validate the will and confirm the appointment of the executor(s).

5: Create an Inventory

The executor must create an inventory of the estate within 90 days of the probate hearing. This must include a valuation of all items. This information, together with confirmation of any debts and taxes due, must be provided to the county clerk. There are some exceptions that allow the executor to provide an affidavit in lieu of this information.

6: Handle Any Disputes

All disputes must be settled before the estate is distributed. Common disputes might include the valuation of the estate, the validity of any debts, and intended beneficiaries. Disputes can be referred back to the probate judge but are often resolved via mediation.

7: Distribution

When all the debts and taxes have been paid and any disputes resolved, the executor can distribute the estate in accordance with the will.

Consult a Probate Lawyer

Administering an estate can be a big responsibility, so the assistance of an attorney can be invaluable. They can help with more complex estates, particularly those where disputes have arisen, and with exploring any exemptions that might apply. Some exemptions can shorten the probate process, which can be beneficial for smaller or simple estates.

We offer a compassionate service, with our Texas probate lawyers who have many years of experience in estate planning. Contact Townsend Allala Coulter and Kludt in El Paso, TX to find out how we can help. In addition to serving the areas surrounding El Paso, we also proudly serve clients in Southern New Mexico.

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