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Hiring an attorney isn’t as easy a task as it may seem. Not every attorney is well-versed in the intricacies of probate law, and finding the right professional to guide you through the complexities of probate proceedings is crucial.

The only way to determine whether an attorney can handle your probate case is by discussing your situation and asking the right questions. An attorney who provides accurate and helpful answers, addressing your concerns and confusion, will be the best match for you.

To assist you in this crucial decision-making process, we’ll share the seven essential questions to ask before hiring a probate attorney. The answers to these questions will not only shed light on the attorney’s expertise but also empower you to make an informed decision. 

7 Critical Questions To Ask Your Potential Probate Attorney 

Here are the seven critical questions to ask your potential probate attorney. Remember, these questions are only the minimum and basic criteria. You can add as many questions as you want related to your case. 

1. How Long Has The Attorney Been Practicing Probate Law?

The first question to ask is how long the attorney has been practicing probate law. Keep in mind that not every attorney is an expert in probate law cases, and the attorney you might be choosing could have only a few cases experience, which can be a downside. 

Check how much experience they have with probate cases. If they just started practicing probate law, it might be better to find someone else. Experience matters to make sure your lawyer knows what they’re doing.

2. What Is the Primary Focus Area of Your Practice?

After making sure your attorney has been practicing probate law, find out what the primary focus areas of practice are. Probate law is a big niche that covers many legal areas like estate planning, trust administration, wills, tax planning, power of attorney and so forth.  

It’s best to hire a probate attorney who’s experienced and has been focusing on the same area of your case. For example, if your case is about the disagreement of will, you should prefer an attorney who has been dealing with the same cases. 

3. Have You Successfully Executed The Same Cases In The Past?

Now, the third question should be about whether they’ve successfully executed the cases in the past or not. Knowing whether an attorney has successfully executed wills in the past is crucial for evaluating their competence in handling similar cases.

If the attorney replies yes, you can ask more questions, such as what the results of similar cases were. This way, you can gain insights into their ability to navigate the intricacies of will execution and provide assurance that your case will be in capable hands.

4. How Does The Probate Process Work?

You may have got all the info from the internet about how the probate process works, but it’s best to ask the attorney this question. It’s not to check the attorney’s knowledge but to understand the process better. 

The knowledge you got from the internet is general, but your attorney will tell you everything per your case. Your attorney will break down the probate process into understandable steps, outlining how assets are distributed, debts are settled, and legal matters are resolved. 

5. How Do You Charge For Your Services?

The fifth question is about how the probate attorney will charge for the services for the case. As per California law, Prob Code 10800, the attorney will get a specific percentage according to the gross value of the estate. For example: 

  • 4% on the first $100,000
  • 3% on the next $100,000
  • 2% on the next $800,000
  • 1% on the next $9,000,000
  • 0.5% on the next $15,000,000
  • Above $25,000,000, the court will decide 

However, it’s best to ask questions about the charges. Also, don’t forget to discuss the charges of court fees and other expenses that are not included in the attorney fee. Clarifying these financial aspects ensures transparency and helps you make well-informed decisions. 

6. How Long Does A Typical Probate Case Take?

The question of how long a typical probate case takes is also crucial. While the duration can vary based on factors such as case complexity and court schedules, asking this question provides insight into the attorney’s ability to outline a reasonable timeline.

It will help you get ready for what can happen in the future. You will not have unrealistic expectations that the case will be solved in minimum time. Besides everything, you can plan and navigate the probate process with a clearer understanding. 

7. What Can I Anticipate Throughout The Probate Process?

You can ask your attorney what the results of the probate can be and what you should expect. While no attorney can give an exact answer, they can tell how strong your case is and what the chances of winning are. 

By knowing the details about the case and what can happen, you can prepare yourself for the upcoming challenges. This comprehensive overview allows you to approach each stage with confidence and also shows how confident the attorney is. 

Conclusion

Asking the right questions is your gateway to understanding whether an attorney can handle your probate case effectively. A good attorney always provides accurate and helpful answers that align with your needs and concerns.

If you feel your attorney is failing to answer your question and can’t help you clear your mind, it’s best to consult your case with other attorneys. You can also contact probate lawyers from our firm; we offer a free consultation for our clients. 

Estate Planning Firm California Probate and Trust, PC Announces the Publication of Two Free guides: 5 Reasons Why You Need An Estate Plan and 5 Reasons Why Your Parents Need An Estate Plan.

Fair Oaks California Estate Planning Attorney R. Dustin MacFarlane, the founder of California Probate and Trust, PC,  has released two invaluable guides, 5 Reasons Why You Need An Estate Plan and 5 Reasons Why Your Parents Need An Estate Plan. Although few of us like to contemplate the idea of death or of becoming incapacitated and unable to make medical decisions for ourselves, a well-conceived and implemented estate plan can:

  • Preserve your children’s relationships when you are no longer here;
  • Ensure that designated loved ones – not the government – make medical decisions on your behalf;
  • Distribute your assets according to your wishes;
  • Help you avoid the headache of probate court.

“With my background in long term care, I saw firsthand that seniors needed help. It’s what inspired me to go to law school and establish the California Probate and Trust, PC. I created these guides because nothing is more sacred than family, and estate planning’s main purpose is to maintain and strengthen the ties between siblings long after their parents are gone,” notes R. Dustin MacFarlane. “Sadly, according to a recent Caring.com survey, the number of adult Americans that have an estate planning document has decreased by nearly 25% since 2017. With these free guides, I hope to make seniors and their children realize that by not having an estate plan, they risk creating chaos and confusion within the family if they become seriously ill or pass away without leaving clear instructions about who gets what and when. There is simply no reason to avoid setting up an estate plan, and countless reasons to sit down with an estate planning attorney to design and implement an estate plan that honors their desires.”

R. Dustin MacFarlane and the entire staff at California Probate and Trust, PC care about their clients and go above and beyond to represent their best interests. They listen to their concerns,  accompany them to financial institutions and banks, and talk to their insurance agents and bankers to ensure everything is set up correctly before they need it. As MacFarlane says, “We give our clients the peace of mind of knowing that you may not know what tomorrow brings, but at least you are prepared for it.”

R. Dustin MacFarlane, Estate Planning and Elder Law Attorney, and Founder of the Fair Oaks California-based law firm, California Probate and Trust, PC, has released a guide designed to help children of elderly parents deal with Medicare. Entitled, The Five Critical Steps to Take When Mom’s Medicare Runs Out, it takes readers through a step-by-step appeals process when Medicare tells them their parent’s coverage is about to expire, using a familiar example from real life.

Imagine your mother is in a rehab facility receiving the care she needs when the social worker contacts you. She wants to inform you that your mother’s Medicare coverage will end in a matter of days; if she wants to stay, it’s going to cost her $310 daily, or a whopping $9,000-plus per month! With prices like that, Mom will go broke quickly. However, she’s not well enough to live on her own, and as much as you’d like to take her in, you’re not a trained caregiver, and you have a demanding full-time job.

What’s a devoted child to do when confronted with such a dilemma?

Fortunately, the experienced team at California Probate and Trust, PC has helped thousands of families protect everything Mom (or Dad) has saved and still get her the care she needs. Even if you think Mom has too much money, R. Dustin MacFarlane wants you to forget everything you think you know about Medicaid. He prepared this informative guide to help children of elderly parents take the correct steps to ensure that their Mom or Dad receives the coverage they need and deserve.

“As someone who worked in long-term care and witnessed first-hand that seniors needed help, I encourage everyone to create a detailed estate plan before it gets to the point where a child must deal with Medicare to secure the proper care for an elderly parent,” MacFarlane explains. “At California Probate and Trust, PC, we recognize that none of us knows what tomorrow will bring, but at least we can prepare for it. However, I created this guide to help the children of parents who did not set up a proper estate plan because they still have options. We have helped countless families in this situation protect Mom’s assets while obtaining Medicaid. We’re proud to say that we’ve won every case we’ve ever filed, no matter how complex. We hope our new guide is helpful and look forward to serving even more seniors and their families in the future.”

About California Probate and Trust, PC

R. Dustin MacFarlane and the entire staff at California Probate and Trust, PC care about their clients and go above and beyond to represent their best interests. They listen to their concerns, accompany them to financial institutions and banks, and talk to their insurance agents and bankers to ensure everything is set up correctly before they need it. As MacFarlane says, “We give our clients the peace of mind of knowing that you may not know what tomorrow brings, but at least you are prepared for it.”

To schedule your free consultation, call 916-674-2066.

To request your free guide, 5 Reasons Why You Need An Estate Plan, call 916-304-1509. To request your free guide, 5 Reasons Why Your Parents Need An Estate Plan, call 916-890-2448.