Probate & Estate Administration
Death is always a difficult matter. When a loved one passes away, his or her estate may be required to proceed through a court process either called probate administration (with a will) or estate administration (without a will).
This process is very complex and technical. Without an attorney, the process can be confusing and cause unnecessary delays.
The length of time to complete a probate administration or estate administration often depends on the size and complexity of the estate. In certain circumstances, a streamlined process called a “summary administration” may be available.
Probate and estate administration can be very difficult. While each case is different, most cases involve the following steps:
- Filing initial documents with the court to start the administration of the estate
- Appointing a personal representative to act on behalf of the estate
- Identifying and contacting any heirs at law, beneficiaries and other interested parties
- Notifying creditors to present any claims to the personal representative
- Obtaining a tax identification number from the IRS
- Opening a bank account for the estate
- Conducting an inventory and appraisal of the estate property
- Selling any assets of the estate, if necessary or required
- Filing the decedent’s last personal income tax return
- Preparing and filing estate tax returns, if necessary
- Preparing an accounting of receipts and disbursements and a final account to present to the court
- Distributing the assets to the appropriate person
I can guide and counsel you through this process if required.
Kevin L. Miller, P.C.
Attorney at Law
Land Mark Towers West
3555 NW 58th Street, Suite 1000
Oklahoma City, OK 73112