Top Estate Planning Attorney Robert Brumfield Reveals Essential Steps For Executors During Probate – Bakersfield, CA

Leading estate planning lawyer founder of the Law Offices of Robert H. Brumfield, P.C., in Bakersfield, CA advises executors to prepare essential documents and choose a skilled probate attorney to navigate the complexities of administering a will. For more information please visit https://www.brumfieldlawgroup.com

Bakersfield, CA, California, United States – September 4, 2024 —

Executors of wills can often find themselves overwhelmed with paperwork and struggling to properly administer a person’s will, said Elder Law and Estate Planning & Probate Attorney Robert Brumfield. This is why engaging an attorney can be vital for navigating the process effectively.

For more information please visit https://www.brumfieldlawgroup.com

The founder of Law Offices of Robert H. Brumfield, P.C., advised that before hiring a lawyer, an executor should compile the necessary documents required for probate. This preparation allows for the smooth management and successful conclusion of a will.

These documents include certified copies of the death certificate, the last will and any codicils, bank statements and other financial records, a list of the deceased’s assets, and the names and contact information of the heirs and individuals named in the will.

If there is a chance that family members may contest or cause complications during the probate process, having all relevant documents readily available will help both the executor and their probate attorney.

Brumfield emphasized that while executors have significant authority, they also bear substantial responsibilities and must be detail-oriented and focused.

Following the deceased’s wishes, executors are responsible for distributing assets, such as money and property, and settling any outstanding debts against the estate.

Executors must understand the probate process. Although probate involves the legal distribution of assets after death, there are specific legal steps that must be followed before assets can be distributed to beneficiaries.

However, probate may not be necessary if the estate is small, keeping the proceedings out of the court system and providing a faster path to settlement.

For larger estates requiring probate, the person named as executor (or personal representative) in the will should remember that they have no legal authority until an official probate form is filed and a probate court appoints them as a personal representative.

Brumfield advised executors to carefully choose the best probate attorney, as each estate and will is unique.

“An executor should spend some time selecting the best probate attorney for their specific circumstances. Look for one who is empathetic and communicative but also experienced in this area of law,” Brumfield concluded.

Source: http://RecommendedExperts.biz

Contact Info:
Name: Robert H Brumfield
Email: Send Email
Organization: Law Offices of Robert H. Brumfield, P.C.
Address: 1810 Westwind Drive, Suite 100, Bakersfield, CA 93301
Phone: 661-464-7770
Website: https://www.brumfieldlawgroup.com

Release ID: 89140285

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