The next few weeks
Consider hiring a probate attorney
Simple estates can be handled without a lawyer, especially in states with straightforward probate. Complex ones (multiple states, contested wills, business ownership, real estate) usually benefit from an attorney. Many probate attorneys offer a free initial consultation.
What you'll need
- The will and a list of major assets, for the first consultation
Good to know
Ask about billing: Some attorneys charge a percentage of the estate value; others charge hourly. Percentage-based billing on a large estate can cost significantly more. Ask upfront and get the arrangement in writing.
Get help with this
Why we recommend Sunset
Sunset can track down the accounts, policies, and benefits in their name, at no charge, so you and an attorney know what the estate holds.
Trusted partner
Sunset
At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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