Beckman Weil Shepardson LLC
The American Book Building
300 Pike Street
Suite 400
Cincinnati, Ohio 45202

Phone: 513-621-2100

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Frequently Asked Questions about Probate and Estate Administration

Q: What is probate?

A: Probate is the court procedure by which a will is proved to be valid or invalid. Creditors of the estate are provided the opportunity to file claims against the estate and receive payment of those claims. After the administration fees, taxes and creditor claims are paid, any remaining assets of the estate are distributed to the beneficiaries.

Q: What is a will contest?

A: A will contest is a legal action that challenges the validity of a will and/or the terms of the will. A will may be invalid if it was the result of forgery, undue influence, inadequate execution, or other issues. A later will may invalidate an earlier version.

A will contest can result in a significant delay in the distribution of a loved one's assets. Also, because the costs of a will contest are paid from the estate assets, the available funds can be significantly depleted. If you are concerned that a will may be subject to a will contest, contact an experienced probate and estate administration attorney right away.

Cincinnati, Ohio Probate Law Attorneys

The probate and estate administration attorneys at the downtown Cincinnati law firm of Beckman Weil Shepardson LLC represent individuals and families in all aspects of probate and estate administration. In addition to estate planning services such as the preparation of wills, trusts, living wills, and charitable bequests and trusts, we are available to probate estates, assist clients who have been named estate administrators, or litigate probate disputes such as will contests.

Our Probate and Estate Administration Attorneys

Our probate and estate administration attorneys include W. Philip Shepardson, David E. Hathaway, Janet E. Pecquet, Sidney Weil, and Jennifer Griffin Anstaett. Contact our Cincinnati, Ohio estate planning and administration lawyers at Beckman Weil Shepardson LLC, by phone or E-mail for more information.

The following Probate and Estate Administration Information Center is provided as a courtesy and is not intended to give personal advice for any particular legal issue.

To schedule an individualized consultation with the probate and estate administration attorneys at Beckman Weil Shepardson LLC contact us.

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Probate and Estate Administration - An Overview

Estate administration refers to the process of probating the estate of a decedent, which generally includes collecting, inventorying and appraising assets; paying and collecting debts; filing and paying estate taxes; and distributing any remaining assets to beneficiaries. An attorney experienced in probate and estate administration can help simplify this complicated process. If you need help in the administration of an estate, call an attorney in your area today.

The Probate Process

Probate is the court process used to determine the validity of a will and oversee the payment of creditors and distribution of estate assets. Even if there is no valid will at the time of death, the estate will still go through the probate procedure. Since probate is regulated by state laws, there are specific procedures proscribed by each state for carrying out the process.

Role of the Executor

An executor is the person named by the creator of the will (the testator) to carry out the terms and provisions of his or her will. In addition to locating documents left by the testator (i.e., wills, trusts, deeds, etc.) and notifying Social Security, pension providers, annuity providers, and other entities of the death, the executor has numerous other legal responsibilities.

Avoiding Probate

Assets disposed of outside the probate process are part of the non-probate estate. Since a probate proceeding is not required, these assets are distributed more quickly to the appropriate beneficiaries. Many people seek out these assets and ownership models in order to save their loved ones from the difficulties associated with going through the probate courts.

Will Contests

The fact that a person (the decedent) leaves a will does not guarantee that the decedent's property will be distributed according to the will's terms. A court generally must provide an opportunity to allow others to object to the will, and a challenge may be brought by anyone with an interest in the will who believes the document is invalid in some way. A will contest is an action challenging the validity of the will and is commonly governed by state statutes.

Probate and Estate Administration Resource Links

Uniform Probate Code
Maintained by Cornell University Law School, this site identifies the states that have adopted, at least in part, the Uniform Probate Code. Links are also provided to each state's version of the code.

Internal Revenue Service
The IRS web site has information on the federal estate tax, including information on recent reforms to estate tax laws.

Executors
This page is maintained by the H.E.L.P. organization, and provides an overview of the executor's, personal representatives', and trustee's estate administration responsibilities.

Smart Money: Estate Planning
Provides information to consumers on the process of gathering information and documentation for estate planning.

AARP: Estate Planning Guide
Guide provided by AARP with useful information on wills, powers of attorney, estate administration, choosing an executor, and other estate planning resources.