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15 Aug, 2024 by Peggie york
I walked into the Elder Law office knowing exactly what I wanted. Boy was I wrong. When it comes to law, you don't know what you don't know. Turns out, I needed so much more information and helps to set up my life care needs, not just my death wishes. I learned so much but the staff is so helpful. Breaking it down into bite-sized pieces and making sure I understood every little jot and tittle before any signature hit paper. If you don't know what you don't know, listen closely to Helayne. Do your homework exactly as she tells you to do it. Write down the instructions. It's too important to rely on your memory. Most important, if you don't understand, ask. Ask, ask, ask. Till all is explained to you. So glad someone recommended Elder Law to me and honored to pass on the recommendation. Thank you Helayne, Susan and Amy.
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10 Mar, 2024 by Sandy
Creating a trust or will can be a daunting task. This is Helayne Levy Payne's field of expertise. She guided my family through this process during a very difficult time, creating a trust tailored to our specific needs. We now have a plan that not only protects us now and, in the future, but also gives us peace of mind. She's compassionate, diligent and accessible. We've not only gained an excellent legal advisor but also a dear friend. We are forever grateful to her and her team.
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20 Jan, 2024 by Richard and christine
When we moved from out of state, we needed to have our trust, will, power of attorney, and advanced directives updated. Helayne Levy Payne we highly recommended by others in our community. Helayne and her team were efficient, supportive, and compassionate in helping us through the process that resulted in a comprehensive plan for the future. Helayne's approach was both instructive and thorough. Her unique talent to listen and create made us confident that our final documents incorporated our family values and needs. The final meeting with our children and potential supportive individuals, was a bonus. End-of-life discussions are challenging but this meeting, and our final products has provided peace of mind that our products will meet our needs and the needs of our family in the future.
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18 Jul, 2017 by Beverly
Recently, Attorney Causey made a home visit to assist my 91 year old Uncle with updating his estate planning. He was very knowledgeable, efficient, and extremely compassionate to ensuring his needs were being met. His attentiveness to details were by far extraordinary and appreciated. My Uncle kept saying how satisfied he was with his knowledge, efficiency, and his politeness. I would highly recommend him.
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05 Jul, 2017 by Glenda
As a member of the Brunswick County Board of Education we had to do a search and hire for the School Board lawyer in the mid 90's. Joseph Causey was our #1 choice and we did negotiate a contract with him. I had the pleasure of working with him for almost 3 terms, a total of 8 years. He was excellent in all areas of school law . So glad we hired him as he was very professional, knowledgeable, and could guide the board without any difficulty. He was able to work well with a diverse group of people at all tiimes. Since I left the Brusnwick School Board I have had the opportunity to hire Joseph Causey for a very personal situation. He handled the litigation extremely well. His guidance through the litigation was invaluable. Joseph Causey is without the most hnorable and honest person I knwo.
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27 Jun, 2017 by Anthony
When it comes to estate planning you need an attorney that asks the right questions. Joe provides quality service and is thorough while carefully assisting in your family's needs. Joe is patient and knowledgeable two quality's my family sought when choosing an attorney. Joe is also involved in the community and a religious man who can be trusted with the delicate task of Estate planning, wills or Trusts.
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29 Nov, 2017 by Anonymous
I had the death of someone and my family, and Tonia Twigg was compassionate while helping me with the estate.
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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:

  1. 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.
  2. 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.
  3. 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.
  4. What steps will you take to manage and distribute the estate?
    Ask about the lawyer’s approach to handling debts, taxes, and asset distribution.
  5. 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.
  6. 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.

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