Probate Lawyer Advice: Notifying Family
Nobody wants to go through the process of probate, but it’s an unfortunate reality of dealing with an estate. One of the more emotionally exhausting parts of the probate process is informing the family. When notifying family, it’s important to do it with a careful and cautious approach. Today in the Davidson Law Group blog, our probate lawyer team will give you some advice on informing family members about probate.
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Sending Out the Notices
State laws differ, but generally, it’s required that official notification is required for beneficiaries and heirs. You may also have to officially notify creditors. There will probably be an official form that you have to send to the heirs and beneficiaries. These forms are formal and often impersonal — not the most pleasant way to receive news about the death of a loved one.
Make it Easier
Remember, even though you mean well as the executor, it doesn’t mean that all heirs and beneficiaries will react well to receiving probate documents in the mail. To avoid any potential anger or discontent, it’s best to reach out personally to these people. You can explain everything and inform them in a more personable manner.
This usually helps to curb any confusion or issues that may have arisen if you had just sent them a notice in the mail. A phone call, an email, or telling them in person is ideal. A probate lawyer can help you decipher the jargon and legalese in the notices so that you can better communicate the details to your family when you tell them.
Remember, as an executor, this is part of your duty. In accordance with probate laws, you have to get these notifications out there one way or the other, otherwise, you have to show the courts that you’ve exhausted all avenues to find the heirs or beneficiaries. This is something that a probate lawyer can help explain and guide you through.
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Contact a Probate Lawyer at Davidson Law Group
The fact is, probate is a complicated process and one you shouldn’t have to deal with on your own. If you’ve never been an executor of an estate, and most people haven’t, you’ll definitely want a probate lawyer at your side. Davidson Law Group is happy to help.
We have a team of probate lawyers who can help you with wills, trusts, probate, and more. We can help guide you through the entire process and answer any questions you may have. To schedule a free consultation with a probate lawyer, contact Davidson Law Group in Fort Worth, Allen, or Tyler.