How To Find the Right Probate Attorney in 2024 (For Executors)

When someone dies, it is often necessary to go through the probate process. After someone passes away and leaves behind a Will, the executor is responsible for probating the Will. Probate entails, among other things, proving that a Will is valid, gathering and inventorying assets, paying debts and taxes, and distributing remaining assets to beneficiaries. If you are the executor of someone’s Will, you are legally obligated to see the probate process through in an honest and diligent manner. Otherwise, you may face liability. In California, you are not required to have an attorney to probate a Will. However, because the probate process can be complex, it is highly advisable that you hire an attorney. A probate lawyer can help you navigate the complex legal process.

If someone recently died and you are the executor of the decedent’s Will, you may be wondering, “How do I find the right probate attorney?” So, how do you find the right probate attorney in 2024? Below are a few tips for finding the right probate attorney;

Make a List of Potential Candidates

The first thing you need to do when looking for a probate attorney is to create a list of potential candidates. Ask friends, family, or colleagues if they have ever worked with a probate lawyer. If you find someone who has ever worked with a probate lawyer, ask them to share details of the lawyer. You can also find potential candidates by conducting an online search.

Once you have listed potential candidates, you can schedule a phone or physical consultation to assess which attorney is the right fit.

Ask Questions

After scheduling a consultation meeting with a probate attorney, there are some things you should do that can help you determine which attorney is the right fit for you. The first thing to do when you meet with an attorney is to ask them questions. The following are some of the questions to ask a probate lawyer during your consultation meeting;

• How many probate cases have you handled?
• Have you handled cases similar to mine?
• How familiar are you with the probate court in this jurisdiction?
• How will you help me through the probate process?
• How long (approximately) might it take to get through the probate process?
• How do you charge for your work?
• How much do you think this process will cost?
• How do you prefer to communicate with clients?

Evaluate Traits

The other thing you want to do before hiring a probate attorney is to evaluate their traits. When the attorney is answering your questions, be keen so you can assess if the attorney has the qualities you need. The following are some of the traits you will want to ensure the attorney you hire possesses;

• Experience and expertise
• Knowledge of probate laws and the probate process
• Competence
• Strong, clear communication
• Helpfulness
• Attention to detail
• Good listening skills
• Cooperativeness

Once your consultation meeting with a lawyer is over, inform the lawyer that you will make a decision soon and get back to them. Avoid making a rush decision.

Contact The Probate Guy

If you are in California and need a probate attorney, contact the dedicated California probate attorney, Robert L. Cohen – The Probate Guy – to schedule a telephonic consultation.

Southern California Probate Lawyer Serving Orange, Riverside, Anaheim, Whittier & Beyond.