

What Is Probate?
Probate is the legal process used to manage and distribute a person’s estate after they pass away. This process may involve validating a will, identifying assets, paying outstanding debts, and transferring property to heirs or beneficiaries.
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Depending on how assets were owned and whether estate planning documents exist, probate may or may not be required.
Why Is Probate Important?
Probate provides a structured legal process to ensure an estate is handled properly and in accordance with the law. It helps:
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Establish who has authority to act on behalf of the estate
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Ensure debts and obligations are addressed
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Transfer ownership of property and assets
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Resolve disputes or uncertainties regarding heirs or estate documents
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When probate is required but not completed, assets can remain inaccessible and legal issues may arise.
​Ready to take the next step?
Complete the Probate Intake Form to help us understand your current situation and identify the best planning options for you. Your responses will allow us to prepare for a more focused and productive conversation.