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03 Jan, 2014 by Anonymous
Mr. Stone was the attorney for a relative's will and estate. A number of points in the will were quite problematic before the death. Mr. Stone was aware of those items but made no effort to try to resolve them. Those points did not go away in clearing up the estate and a large portion of the estate was used in paying his attorney fees. He seemed to blindly follow the executor's wishes without looking into the legality of anything. When all parties tried to compromise, he seemed to have no concept of how to compromise which meant more $$ was being used for attorney fees. I would NOT recommend Mr. Stone for anything!
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02 Jan, 2014 by Chuck
Our Will was so poor written that is resulted in family melt down. Disposition of accounts were left out completely. Conflicting verbal promises were allowed to be discussed without any inclusion in the will, yet these were known challenges when the Will was written and should have been addressed. Disposition of family businesses interests were left out entirely. Legacy items allow to be traded without authorization. The confusion resulted in over $60, 000 in legal expenses by Dale alone, additional attorney's were called in to try to push for final resolution when Dale refused to cooperate. When the family asked to clarify items in the will, he refused, siting that he responds to the Executor ONLY, and the family is not his concern. Only when motions by the remaining family members to call for his disbarment and legal action, did he finally suggest resolution and closure.
40 minute conversations were billed out as 1.5 hours. When questioned, Dale said it was required "contemplation". Yet the same time frame was also billed in "preparation for discussion" with other party's all billed to the same estate. Simply put - DO NOT USE.
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17 Sep, 2017 by Anonymous
Jerome Carter refused to prepare for my Divorce Hearing. He knew nothing about my case, nor what was at stake. I had to correct him from the witness stand when he stated a falsehood that the opposing party could have easily produced evidence to the contrary.
Carter refused to meet with me upon my request to review the evidence and devise a strategy to present my case in court. Carter refused to review evidence, and refused to present evidence in court.
I paid Carter $2,500.00 for legal representation. He accepted my money but did not provide any legal counsel what's so ever. He just showed up to my hearing late and without preparation or a legal argument.
During the proceedings Carter started writing out a few questions to ask the opposing party, then tuned to me and asked "what do you think I should focus on and what questions do you think I should I ask him?"
Carter told me if I hired him the first thing he would do is file for immediate child support payments. Carter lied - He took no such action. Carter also stated he had a close relationship with the presiding judge and stated they were once lawyers with the same firm (if not partners in the same firm).
Carter lies and uses deceptive practices to get your money and does not do what he said he would do. Further, Carter takes your money just to show up to court wearing a suit and tie - and that's all you get for your money - is Jerome Carter showing up to court late wearing a suit and tie.
Carter does not prepare for your case in any way. Don't hire Jerome Carter unless you just want to donate Your money to his personal favorite charity - HIMSELF. Don't hire Jerome Carter - You Will LOSE!!!
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16 May, 2019 by Vicki barnes
They are pre-occupied, they don’t know the material and don’t learn the case. They took retainer and then they disappeared. Bad representation in the hearing. Inefficient at $60K in a month and half NOT RECOMMENDED!
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05 Dec, 2018 by Sylvia
He has been the Trustee and Executor of my Aunt’s Will for years. She died November 5th, 2018! I live in Nevada 2000 miles away but traveled to Birmingham for her funeral. He sat right behind me during church services but disappeared without speaking to me knowing I was her niece and in her Will. Upon return home I received one call and he has not responded to over a dozen texts and calls to his office. He made false accusatory remarks and has nor Even recorded her will in Probate as of this morning December 5th! He legally could give me an unrecorded copy of her Will to just READ but has refused without any legitimate reason. I must now suffer expense of hiring another attorney to investigate!
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What a Probate Lawyer Can Do for You
A probate lawyer assists with the legal process of administering a deceased person’s estate. This often involves guiding executors (if a will exists) or beneficiaries (if no will exists) through the probate process to settle the estate according to the deceased’s wishes or applicable laws. Probate lawyers can help validate the will, distribute assets, resolve disputes among heirs, handle outstanding debts or taxes, and ensure the estate is legally and efficiently administered.
Whether you’re an executor of an estate or an heir facing probate proceedings, a probate lawyer can help you navigate the often-complex legal process to ensure the estate is settled correctly.
When Should I Hire a Probate Lawyer?
You should consider hiring a probate lawyer when you are responsible for managing the estate of a deceased individual, especially in the following situations:
- The estate has substantial assets: If the estate includes significant assets like real estate, investments, or business interests, legal assistance is often necessary to handle the distribution properly.
- The will is being contested: If there are disputes among heirs regarding the validity of the will or the division of assets, a probate lawyer can help resolve the conflict.
- The estate includes complex or unclear provisions: If the will contains complicated instructions or there are no clear beneficiaries, a lawyer can ensure that the estate is administered according to legal requirements.
- There is no will (intestate estate): When a person dies without a will, the estate is subject to intestacy laws, which determine how assets are distributed. A probate lawyer can help navigate this process.
- Debt or tax issues exist: If the estate owes significant debts or is subject to estate taxes, a probate lawyer can help ensure debts are paid appropriately and taxes are minimized.
- Probate disputes: If family members or other parties are disputing the distribution of assets or challenging the executor's actions, legal representation is crucial to defending your rights and ensuring the estate is handled properly.
Hiring a probate lawyer early in the process can help avoid costly mistakes and ensure the estate is settled efficiently.
What Does a Probate Lawyer Do?
A probate lawyer provides a wide range of legal services to help manage and settle an estate. Their tasks can include:
- Validating the will: Filing the will with the probate court and ensuring its legal validity.
- Guiding executors or administrators: Advising the person responsible for managing the estate on their duties, including inventorying assets, notifying creditors, and paying debts.
- Filing necessary paperwork: Preparing and submitting the legal documents required to initiate and complete the probate process.
- Resolving disputes: Mediating or litigating disputes among heirs or between beneficiaries and executors, including challenges to the will or disagreements over asset distribution.
- Handling debt and tax matters: Ensuring that outstanding debts, taxes, and estate taxes are properly calculated and paid from the estate’s assets.
- Distributing assets: Ensuring that assets are distributed to the beneficiaries according to the will or intestacy laws, and that all legal requirements are fulfilled.
- Closing the estate: Completing the final steps of the probate process, including filing a final accounting with the court and formally closing the estate.
How Are Probate Lawyers Paid?
Probate lawyers typically charge for their services based on the complexity of the estate and the nature of the legal work involved. Common payment structures include:
- Hourly rate: Most probate lawyers charge by the hour, with rates depending on the lawyer’s experience and the complexity of the estate. Hourly rates can range from $150 to $500 or more.
- Flat fee: For simple estates or straightforward probate tasks, some lawyers may charge a flat fee that covers all of the necessary legal work.
- Percentage of the estate: In some states, probate lawyers are allowed to charge a percentage of the estate's value as their fee. This percentage typically ranges from 2% to 5%, depending on the size of the estate and state regulations.
- Retainer fee: Some lawyers may require an upfront retainer fee, which is billed against as the probate process progresses.
It’s important to clarify the fee structure during your initial consultation to understand how you will be charged and avoid unexpected costs.
How Much Does a Probate Lawyer Cost?
The cost of hiring a probate lawyer depends on several factors, including the complexity of the estate, the type of legal issues involved, and the lawyer’s fee structure. General cost estimates include:
- Simple estates: For estates with straightforward assets and no disputes, probate legal fees can range from $2,500 to $10,000, depending on the lawyer's fees and the state's probate laws.
- Complex estates: For larger or more complicated estates with multiple properties, business interests, or disputes, probate costs can exceed $10,000 and may reach $20,000 or more.
- Hourly rates: If charged by the hour, expect rates between $150 and $500, depending on the lawyer’s expertise and geographic location.
- Percentage fees: In some cases, a probate lawyer may charge 2% to 5% of the estate’s value, particularly for larger estates or those involving complex legal matters.
Always ask for a clear estimate of fees during your initial consultation to understand the total cost of probate representation.
Top Questions to Ask a Probate Lawyer
Before hiring a probate lawyer, it’s essential to ask the right questions to ensure you’re hiring someone qualified to handle your estate needs. Key questions include:
-
What experience do you have with probate cases like mine?
Ensure the lawyer has experience with estates of similar complexity, especially if disputes or high-value assets are involved. -
How do you charge for your services?
Ask whether the lawyer charges an hourly rate, a flat fee, or a percentage of the estate, and request a cost estimate. -
What is the likely timeline for my probate case?
While it’s hard to predict exactly, an experienced lawyer can give you a general idea of how long the probate process may take based on the specifics of your estate. -
What steps will you take to manage and distribute the estate?
Ask about the lawyer’s approach to handling debts, taxes, and asset distribution. -
Will you be handling my case personally?
In larger firms, junior attorneys or paralegals may handle some aspects of your case, so it’s important to know who will be working on your probate case. -
What are potential challenges we may face?
A good lawyer will be able to anticipate possible issues, such as will contests or creditor claims, and explain how they would handle them.
How to Check the Credibility of a Probate Lawyer
To ensure you’re hiring a reputable probate lawyer, follow these steps to check their credentials and experience:
- Verify their state bar status: Check with your state’s bar association to confirm the lawyer is licensed to practice and has no history of disciplinary action.
- Look for probate experience: Review the lawyer’s website or professional profile to ensure they specialize in probate law and have experience handling estates of similar complexity.
- Read client reviews and testimonials: Look for online reviews on platforms like Avvo or Martindale-Hubbell to see what past clients have said about the lawyer’s probate experience.
- Ask for references: A credible lawyer should be able to provide references from past clients who can vouch for their professionalism and expertise in handling probate matters.
- Look for membership in professional organizations: Membership in organizations like the American Academy of Estate Planning Attorneys (AAEPA) or the National Academy of Elder Law Attorneys (NAELA) can indicate a lawyer's commitment to estate and probate law.
What Should I Prepare for My First Consultation?
To make the most out of your first consultation with a probate lawyer, it’s important to come prepared with relevant documents and information. Here’s what you should bring:
- A copy of the will or trust (if applicable): Bring any estate planning documents left by the deceased, including wills, trusts, or powers of attorney.
- List of assets and debts: Prepare a detailed list of the deceased’s assets (e.g., real estate, bank accounts, investments) and outstanding debts (e.g., loans, mortgages, credit cards).
- Death certificate: Bring a certified copy of the deceased person’s death certificate.
- Contact information for heirs and beneficiaries: Have a list of all individuals or entities named in the will or who are entitled to inherit under intestacy laws.
- Questions about the probate process: Write down any questions you have about the process, costs, and potential issues you might face.
- Relevant financial records: If available, bring any relevant financial documents, such as bank statements, property deeds, and tax returns.
By coming prepared, you can ensure a productive consultation and allow the lawyer to provide the best advice for your situation.
