What to Bring to Your First Appointment with a Probate Attorney

When you come in for your initial free consult with a probate attorney, there are many documents that we will need to assist in opening the probate estate. If it is your intention to move on past the initial consultation for representation of the probate estate, the attorney will need even more information. In order to expedite the process, plan to bring the following information to the first appointment:

  • The Last Will and Testament (if applicable).
  • A copy of a paid funeral bill.
  • Death certificate (short form) or obituary if the death certificate is not available.
  • Names and addresses of any people named in the Last Will and Testament.
  • Name and address of the person named as the personal representative.
  • A list of all assets held by the deceased.
  • A list of all debts owed by the deceased.

In many circumstances, the client coming to meet with the attorney is from out of town or is not aware of all of the information requested in this section. It is not a problem if you don’t have all of this information at the first appointment as it can be gathered over time.

Ellenton, Florida probate attorney Jennifer L. Hamey has over a decade of experience in the handling of probate estates. Please contact us for a FREE CONSULTATION to begin the probate process with the appropriate court.