Legal & Estate Guidance


The death of a loved one can mean that you will need to find an attorney to help with the process of estate settlement. While it isn't necessary to have an attorney prepare an advance directive, it can be advantageous to have one prepare your will or any other estate-related documents.

We have some suggestions to help you find the best attorney to provide the kind of legal services you need:

-  Think specialization. You don't need just any attorney; you're looking for someone with experience in a particular aspect of the law.


-  Ask around. There's nothing like a personal referral from someone you trust. Talk to friends, family, co-workers, and neighbors to see if they can recommend an attorney with the right expertise.


-  Get in touch with the local Bar Association. It will have directory of all practicing lawyers in your area.


-  Visit legal aid websites - these organizations can provide you with trusted referrals and legal consultation services.


the next step in getting legal help

At this point, you should have a list of four or five recommended local attorneys. Now it's time to make that first call. You should first ask to set up a face-to-face meeting but be aware that many attorneys charge for this introductory session. That's why your first question should be:

"Do you charge for the initial visit?"

If you do agree to a face-to-face meeting, it's important to ask the following questions but be observant too. Look around: is the office organized? Is he or she listening closely to what you have to say? What is your gut feeling to what you're seeing and hearing? Trust your intuition; if you don't feel you are a good match, then move on to the next attorney on your list.


The questions to ask in your initial interview are:


  • Do you specialize in my type of case?

  • Do you have any special credentials?

  • Exactly who will handle my case; the attorney or a paralegal?

  • Who will be my point-of-contact?

  • What's the preferred way to communicate with your office?

  • Will I be billed for phone calls and email correspondence with either the attorney or staff?

  • How will I be informed about any progress in my case?

  • How will fees be calculated? Hourly, contingency, or flat fee? If I will be billed hourly, will I be required to pay for portions of an hour?

  • What expenses am I responsible for?

  • How often can I expect to receive a bill?

  • Is advance payment required? What happens to that money if I terminate the case before it's resolved?

  • Will I receive copies of all documents pertaining to my case?

When you're satisfied you've found the right attorney at the right price, always ask for a written agreement and read it thoroughly. If you have questions about what you've read, ask them before you sign.


Estate settlement with or without a will

Estates that have a valid will are classified and treated differently than estates without a valid will. If an estate has a will, you must file a petition with the probate court to have the will admitted to probate. A will generally names an executor to administer the estate. If the decedent’s estate has no valid will, you must file a petition with the probate court to administer the estate, and other folks who feel they're just as qualified may file a petition as well. If more than one person applies to be administrator, the court decides who gets the privilege.

Whether the decedent left a will also determines whether the decedent’s wishes or the state laws determine who receives the assets.


Dying testate:  What happens when a decedent leaves a will?

A decedent who dies with a valid will is said to have died testate, and is referred to as a testator. The will of the testator undergoes probate, according to the laws of the decedent’s domicile at the time of death. Probate allows the court to rule on the will’s validity and supervise the administration of the estate.

Technical Stuff: Domicile is the decedent’s legal home. The following factors determine a decedent’s domicile:

  • Where the decedent lived for more than half of the calendar year

  • Where the decedent registered to vote

  • Where the decedent registered a vehicle

  • The address that the decedent used on income tax returns

Individual state law determines the validity of a will. For instance, in most or all states a will writer must be at least 18 years old and of sound mind (known as having testamentary capacity). Usually the will must be in writing and signed by the decedent or another at the direction and in the presence of the decedent.

Here are some common types of wills:

Holographic: A holographic will is written in the decedent’s own handwriting, dated, and signed. A holographic will is valid in most jurisdictions. However, it may be challenged. If questions arise about the decedent’s intentions, the probate court interprets those intentions.


Attested: An attested will is usually prepared and typed by an attorney’s office. It is usually signed by the decedent and two or more witnesses who receive no benefit under the will.


Oral: An oral will, or nuncupative will, is spoken to another person rather than written. A few states recognize oral wills in extreme circumstances, such as imminent death.


There are also other considerations that affect the validity of a will. These include undue influence on the testator from others and fraud committed against the testator. Whether the decedent had knowledge of the contents of the will and issues of forgery can also affect a will’s validity.

Remember: If you as executor are aware of any issues affecting the validity of the will, or have any doubts as to its validity, you should bring these issues to the attention of the probate court.


Dying intestate:  What happens when a decedent doesn't leave a will?

A decedent who leaves no will dies intestate. To administer an intestate estate, you must file a petition with the probate court. When more than one person applies to be administrator, the court decides between those individuals.

The laws of intestacy also apply if a will turns out to be invalid and the decedent had no prior valid will. If there is no valid will, the laws of the decedent’s state of domicile govern both how the estate is administered and who inherits the estate.

Technical Stuff: Reasons a will may be declared invalid include forged wills, wills not properly witnessed, a decedent who wasn't of sound mind when he or she signed the will, and fraud or undue influence on the decedent during the writing of the will.

Laws of intestacy don’t always follow what would have been the decedent’s wishes. For example, in some states, if one spouse dies without a will, the surviving spouse won’t inherit everything unless the decedent has no children or other blood relatives with claims to the estate.

If minor children receive an inheritance from an intestate estate, a court-appointed guardian is paid to hold their shares of the estate. The court supervises the assets until the child reaches adulthood. Often, the only person that arrangement works out well for is the court-appointed guardian of the child's assets, who may not have even known the decedent but now is not only charged with looking after the care and feeding of the minor child but also gets paid (well) by the estate for the privilege.

The court also decides who will raise the child if both parents are deceased, or if the surviving parent is deemed unfit. Note that one person can be guardian of both the person and the property of a child, if the court deems that appropriate.

Sometimes, more than one family member or family friend feels strongly that they are the best person to raise the child, in which case things can get messy. Most parents would prefer to make that choice themselves, and the court will honor their wishes if it finds that it's in the child's best interest.

Warning

People have been known to delay creating a will because they don't want to face the guardianship question, either because they don't want to offend family members or because they feel they have no good choices for guardians. Unfortunately, without a will, they leave the future of their child's upbringing to the court.

Sources:

Liz Davidson, "How to Find a Good Lawyer When You Really Need One" 

Consumer Reports, "When You Need to Lawyer Up"

Henry, Alan, "How to Find a Reputable Lawyer"

http://www.dummies.com/how-to/content/estate-settlement-with-or-without-a-will.html

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