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Assistance Provided By a Probate Attorney to a Personal Representative

The assistance provided by a probate attorney to a personal representative is comprehensive, encompassing legal guidance, administrative support, and emotional understanding. Through their expertise, probate attorneys ease the burden on personal representatives, ensuring a smoother probate process and the fulfillment of the deceased's wishes.

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Assistance Provided By a Probate Attorney to a Personal Representative

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  1. Assistance Provided By a Probate Attorney to a Personal Representative

  2. Initiating Probate Filing Petitions and Documents: Assisting in the preparation and filing of necessary legal documents to initiate the probate proceedings, including the petition to open the estate.

  3. Asset Identification and Valuation Cataloging Assets: Helping the personal representative identify and catalog all assets belonging to the deceased. Valuation Assistance: Providing guidance on obtaining accurate valuations for estate assets, which is crucial for the fair distribution of the estate..

  4. Debt and Creditor Management Notifying Creditors: Assisting in notifying known creditors and publishing legal notices to alert potential creditors. Reviewing and Settling Debts: Reviewing creditor claims, negotiating settlements when necessary.

  5. Legal Formalities Court Filings: Handling the preparation and filing of court documents required during the probate process, including petitions, inventories, and periodic accountings. Ensuring Compliance: Ensuring that the personal representative adheres to all legal requirements and deadlines throughout the probate proceedings.

  6. Distribution of Assets • Asset Distribution: • Guiding the personal representative through the process of distributing assets in accordance with the deceased's wishes . • Finalizing the Estate: • Assisting in the preparation of the final accounting and closing documents to officially close the probate estate.

  7. Post-Probate Planning Estate Planning Advice: Offering advice on post-probate matters, including the potential need for updating or creating new Wisconsin’s estate planning documents for the personal representative and heirs.

  8. CONTACT US (262) 812-6262 www.elderlawcenterofwisconsin.com paralegal@elcwi.com

  9. Thank You

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