Essential Steps to Take Before Starting Probate

Navigating the aftermath of a loved one's death can feel overwhelming. The blend of grief and the complex legal tasks that follow can make this difficult time even more challenging. However, understanding the necessary steps to take before starting the probate process can help ease your burden and provide clarity. Here’s a straightforward guide to get you started.

Immediate Steps to Take

1.    Notify Authorities: First things first, you’ll need to contact emergency services or a medical professional to officially pronounce the death. If your loved one passes away in a hospital or care facility, the staff will handle this step.

2.    Inform Family and Friends: Once the authorities have been notified, reach out to close family members and friends. Sharing this news is never easy, but it’s an important step in the grieving process.

3.    Secure the Home: Make sure to secure your loved one’s home and property. This is essential to prevent any theft or damage during this vulnerable time.

Handling Immediate Arrangements

1.    Contact a Funeral Home: Reach out to local funeral homes to make arrangements for your loved one’s body. They can guide you through the process and help with any necessary preparations.

2.    Gather Important Documents: Collect important documents such as the will, insurance policies, and financial records.

3.    Notify Relevant Parties: Inform the deceased's employer (if applicable), insurance companies, and financial institutions of the death.

Preparing for Probate

1.    Locate the Will: Find the deceased's will (preferable the original document), which may be stored at an attorney’s office, in a safe deposit box, or at home.

2.    Consult an Attorney: Consult with an estate attorney to understand the probate process and your responsibilities as an executor.

3.   Obtain Death Certificates: Order multiple copies of the death certificate. You’ll need these for various tasks, such as closing accounts and claiming benefits. Having several copies will make these processes smoother.

Moving Forward 

Dealing with the loss of a loved one is never easy, and the added complexities of probate can feel daunting. To ease this burden, consider consulting with one of our probate attorneys to discuss next steps. We can provide expert guidance and support throughout the probate process, helping you navigate this challenging time with confidence. If you have questions or need assistance, contact us at (512)374-4922 or email [email protected] to schedule a meeting with one of our attorneys. We’re here to handle all the complexities so that you can focus on grieving in full.