Steps Involved in Probate Process

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WHAT ARE THE STEPS INVOLVED WITH THE PROBATE
PROCESS?
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Probate is the process involved in passing a
deceased persons property to their heirs or
beneficiaries named in the decedents will.
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GENERALLY, THE FOLLOWING STEPS ARE INCLUDED

• Filing the will and petition with the probate
  court appointing an executor or personal
  representative.

• An estate tax return must be filed if that estate
  exceeds a certain value. The return must be filed
  within nine months of the date of death.

• You will need to find out everything the deceased
  owned so you can file an Inventory with the
  court.

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• A final accounting must be filed with the probate
  court listing any income to the estate since the
  date of death and all expenses and estate
  distributions.

• A final return tax return must also be filed for
  the decedent if the decedents income in the year
  of death exceeds the income threshold.

• Executors do not generally pay out all estate
  assets until the period for creditors to make
  their claims run out.

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ASSISTANCE PROVIDED BY A PROBATE ATTORNEY TO A
PERSONAL REPRESENTATIVE
Below are the ways that help Personal
Representatives to fulfill their obligations
during the probate process
Court Paperwork Provides Notice Tax
Compliance Court Proceedings Facilitate the
Transfer of Assets
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As a Probate Attorney in Wisconsin, I will help
you traverse the process of probate and also
provide you with full support and advice if you
are creating an estate plan.
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