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Modern Estate Planning Blog

Elder Law & Special Needs Planning

Sacramento Probate Lawyers Don’t Like Surprises

October 30, 2014

Sure, the typical probate lawyer in Sacramento, CA might like a surprise birthday party or an unexpected bit of good news, but when it comes to probate, the fewer surprises, the better. One of the main purposes of estate planning, after all, is to detail how an individual would like for things to proceed after his or her death.

Probate is the process an estate goes through in order for it to be divided up properly. The first goal of the probate lawyer is to make sure that the estate is administered according to the wishes of the deceased. These wishes are usually made clear in a will or through a trust. Additionally, however, the probate process is also important in that it makes sure that the wishes outlined in the will meet legal standards.

While probate lawyers in Sacramento will encourage their clients to discuss the provisions of their will or trust with those affected by it, there are plenty of unfortunate circumstances that keep people from doing so. Oftentimes, this is where the probate lawyer will see the biggest surprises. For example, a spouse or adult child may be shocked to learn that they have inherited far less than they expected, or even been cut out of the will entirely.

There have even been cases where an entire family was surprised to discover that their loved one has chosen to leave some or all of the estate to a third party, such as a charitable cause. When this happens, the probate lawyer may help the family attempt to contest the will, but the ultimate decision on the distribution of assets will be up to the courts.

As you can imagine, when surprises like this come up, it’s uncomfortable for all involved.  Different parties may choose to hire their own lawyers, and the situation can end up pitting formerly loving family members against one another.  It’s not something that Sacramento probate lawyers look forward to.

While the probate lawyer is aware of how long the process can take, this often comes as a big surprise for clients. A good attorney will help to guide everything through probate as quickly and smoothly as possible, but it can still take from several months up to a couple of years, depending upon what other “surprises” make themselves known along the way.

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CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan

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