Getting Help In Probate

During an already emotionally exhausting time, the last thing most people want to deal with are the complexities of probate. If probate is something you’re dealing with, we’re here to help. Probate is necessary when a person passes away while owning property in his or her sole name. The family has no legal authority to collect assets, pay expenses or handle any affairs until the court has formally opened the estate and appointed an estate representative, such as an executor (a person named in the will) or an administrator (if there is no will).

How PBM Can Help

Navigating probate can be complex, especially if there isn’t a detailed estate plan in place. Often it’s expensive and can cause unnecessary turmoil among family members at an already difficult time. The case study below is a good example of how PBM has helped other clients and how we can assist you.

“William” was a successful artist who made wise investments, allotting him a variety of assets including a large home in Western New York and a condo in Florida. He was never married and had no children, but was close to his sister “Marie”, and her three children. He died unexpectedly of a heart attack at age 56.

Because William was never married, he hadn’t believed a Will was necessary. That left his sister to sort out his money and property, all while she was still grappling with the grief of William’s unexpected passing.

With PBM’s help, Marie was appointed administrator of William’s estate. We also met with Marie and her children, William’s accountant, his financial advisor, and a real estate appraiser to determine the value of his estate, coordinate Surrogate’s Court proceedings, sell his home and condominium, and distribute his assets quickly and equitably.

As the sole heir, Marie received all of William’s estate after debts were paid and she was able to use the money from the estate to establish a trust for her children’s future.

Get Help With Probate

We know the probate process can be overwhelming, and that’s why we’re here to help. If you have questions, please give us a call at 716.204.1055 or fill out the form below to send us an email.

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