Phone: 920-725-6260 • Fax: 920-725-1469
675 Deerwood Avenue • Neenah, WI 54956 • Located On Neenah’s Westside


 


Estate Planning & Probate Administration

We handle the following very personal and important matters for our clients:

  • collage-law.jpgDrafting wills – to meet clients’ needs and intentions.
  • Estate planning – coordinating the client’s will and any necessary trust(s), protect assets form creditors, and provide for the special needs of beneficiaries and heirs.
  • Probate administration – making the probate process as efficient and painless as possible.

We make the very complex and sometimes difficult estate planning and probate processes as understandable as possible.


ESTATES & PROBATE

What is a Probate Court?
Probate courts perform special, distinct judicial functions. Most commonly, probate courts are responsible for the proper administration of estates. Such proper administration usually involves the following:

  • Determining the validity of a will;
  • Appointing an executor or personal representative of the estate;
  • Overseeing the marshalling (securing) and proper preservation of estate assets;
  • Overseeing the payment of the proper creditors of the estate;
  • Overseeing the payment of taxes to which the estate is subject;
  • Overseeing the final and proper distribution of the “net” estate.

In addition to estate administration, probate courts often conduct special judicial proceedings including adoption, conservator and trust administration proceedings.

What is an Executor or Administrator of an Estate?
An executor or administrator is responsible for the proper administration and distribution of an estate. Appointed by the Probate Court, executors and administrators are accountable to the Court and must demonstrate that they properly and fully discharged their responsibilities. These responsibilities include the following:

  • Securing, maintaining and preserving the assets of the estate;
  • Preparing and filing an inventory of the estate’s assets;
  • Ascertaining and paying the legitimate debts and liabilities of the estate;
  • Preparing and filing tax returns for the estate and paying the taxes owed by the estate (using estate money to do so);
  • Preparing and filing a final accounting of estate assets, liabilities, income and losses;
  • Submitting a proposed final distribution of the estate so the Court can review and approve it;
  • Distributing the “net estate” in accordance with the court-approved final distribution plan.



Areas of Practice  |  Real Estate  |  Estate Planning & Probate Administration  |  Family Law  |  Map & Directions





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