Probate and Estate Administration

Clear guidance through a difficult and unfamiliar process.

The death of a family member brings personal loss as well as important legal and financial responsibilities. Executors and other family members may be uncertain about what must be done, when it must be done, and how to carry out their responsibilities properly.

Sweeney Law can help families navigate probate and estate administration with thoughtful guidance, careful attention to detail, and a clear understanding of the steps ahead.

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UNDERSTANDING PROBATE AND ESTATE ADMINISTRATION

Probate is the legal process through which a will is formally recognized and authority is granted to administer a deceased person’s estate. Estate administration is the broader process of identifying and managing estate assets, addressing debts and expenses, completing required filings, and distributing the remaining property to the appropriate beneficiaries or heirs.

Not every estate follows the same process. The steps required will depend on factors such as whether the person left a valid will, the nature and value of the assets, how those assets were owned, the existence of outstanding debts, and the relationships among the interested parties.

Sweeney Law can help determine which procedures apply and guide the personal representative through each stage of the administration.

HOW SWEENEY LAW CAN HELP

Probate and estate administration can involve a variety of legal, financial, and practical responsibilities. Depending on the circumstances, Sweeney Law can assist with:

  • Determining whether formal estate administration is necessary

  • Probating a will and opening an estate

  • Seeking the appointment of an executor or administrator

  • Identifying the responsibilities of the personal representative

  • Preparing and filing required court documents

  • Identifying, collecting, and valuing estate assets

  • Addressing creditor claims and estate expenses

  • Preparing inventories and accountings

  • Coordinating with accountants, financial advisors, and other professionals

  • Distributing estate property to beneficiaries or heirs

  • Completing the final accounting and closing the estate

  • Evaluating simplified procedures that may be available for qualifying estates

  • Addressing questions involving property that passes outside the estate

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