Oklahoma City Probate Attorney
Oklahoma City Probate Attorney – If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that loved one dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time.
To help you with the “business” end of things, here’s a quick checklist of crucial details that will make the trip to our office to handle the legal affairs easier. I know it can be difficult, but in Oklahoma some of these things have a deadline, so make sure that you reach out sooner rather than later:
- Secure the deceased’s personal property (vehicle, home, business, etc.).
- Notify the post office.
- If the deceased wrote an ethical will, share that with the appropriate parties in a venue set aside for the occasion. You may even want to print it and make copies for some individuals.
- Get copies of the death certificate. You’ll need them for some upcoming tasks.
- Notify the Social Security office.
- Take care of any Medicare details that need attention.
- Contact the deceased’s employer to find out about benefits dispensation.
- Stop health insurance and notify relevant insurance companies. Terminate any policies no longer necessary. You may need to wait to actually cancel the policies until after you’ve “formally” taken over the estate, but you can often get the necessary paperwork started before that time.
- Get ready to meet with a qualified Oklahoma City probate attorney. Depending on the circumstances, a probate may be necessary.
Even if a probate is not needed, there is work that needs to be done to administer the trust properly.
Here’s what you need to gather:
You may be thinking about handling all the paperwork yourself. It’s a tempting thought – why not keep things as simple as possible? – but a “DIY” approach to this process might cost you and your family dearly. An Oklahoma City Probate Attorney can help guide you on the right path. Read on to understand why.
Consequences of Mishandling an Estate: Examples from Real Life
The Cortes Law Firm is here to help you steer clear of the obstacles and free you to focus on yourself and your family during this difficult time. Contact us at (405) 561-2737 for assistance. We can help you manage estate and trust related concerns as well as point you towards other useful resources.
It is difficult when we lose a loved one. Administering the estate of a family member can be time consuming and emotionally draining. Handling the details of an estate can be particularly hard if you are grieving the loss of a loved one or if there is disagreement within the family.
We regularly represent clients who serve in a fiduciary capacity, such as executors, administrators and guardians.
If you are going through the Probate process or have questions, then the Cortes Law Firm can help take some of the burden off your shoulders.
For a private consultation, please call us at 405-561-2737