Loveland Probate Attorneys
We Eliminate Common Legal Roadblocks
At Jorgensen, Brownell & Pepin, P.C., we believe in doing things differently. That means reassuring our clients, answering their questions, and guiding them through the probate process with the right blend of strategy and care.
When we can help our clients bypass probate, we take steps to do so. When bypassing probate is not possible, we act quickly to mitigate common legal obstacles and prevent unnecessary family disputes.
That’s the Jorgensen, Brownell & Pepin, P.C. difference.
Whether you need assistance closing a straightforward estate, are navigating family disputes, are a personal representative with questions about fulfilling your fiduciary duties, or simply wish for a smooth probate resolution, contact us today. We’re here to help.
Probate Essentials: A Quick Guide to the Process
For those unfamiliar with probate, it is a legal framework designed to manage the distribution of a person’s estate after their death. It typically includes these key steps:
- Filing a legal petition to validate the deceased’s will and appoint an executor
- Issuing legal notifications and alerting beneficiaries and creditors about the deceased’s passing
- Cataloging the estate’s assets—from real estate and investment portfolios to bank accounts and personal belongings
- Settling any outstanding debts with creditors
- Distributing assets according to the stipulations outlined in the will. If a will does not exist, assets will be distributed according to state intestacy laws.
Understanding the Probate Timeline
Many of our clients have concerns about the probate process—namely that it will stretch out for years. While it is true that some probate cases can take years to resolve, this is generally due to cases where beneficiaries challenge a will because:
- A family member was excluded from the will or suddenly removed shortly before the will’s finalization
- Medical evidence introduces doubts about the deceased’s mental capacity or health at the time of the will’s creation
- There are suspicions that the will was altered or created under pressure from an outside party
In many cases, probate can be navigated in as few as six months—or, in some cases bypassed altogether if a trust exists and is not challenged. Probate can also potentially be avoided if the decedent’s estate falls below any enforced estate tax levels.
Why Loveland Families Turn to Our Probate Attorneys
Navigating probate requires the perfect blend of knowledge, expertise, and compassion. The team at Jorgensen, Brownell & Pepin, P.C. offers exactly that. Here’s what you can expect when you work with our Colorado probate team:
- 40+ Years of Combined Experience: We’ve built a reputation on competence and compassion. Our track record speaks for itself and we encourage you to see what our satisfied clients say about us.
- Custom Legal Solutions: We don’t believe in one-size-fits-all solutions. You are as unique as your case. We will work with you to create a custom strategy tailored to your needs and goals.
- A Comprehensive Approach: Our team has deep knowledge of all matters related to estate planning. From avoiding probate and setting up a charitable remainder trust to reducing tax liability, we can help.
- Compassionate Guidance: We believe in efficiency, but not at the expense of kindness and compassion. Our team is dedicated to helping clients overcome common legal obstacles with care.
Frequently Asked Questions
Can you explain the probate process?
It typically involves transferring the deceased's assets to their beneficiaries, paying off any debts, and settling the estate. The duration can vary significantly, typically ranging from a few months to over a year, depending on the estate's complexity, the presence of a will, and any disputes that may arise.
How can an executor or personal representative be appointed?
An executor or personal representative is usually named in the deceased’s will. If no will exists, or the named individual is unable or unwilling to serve, the court will appoint someone. Our attorneys can assist in the appointment process, ensuring it aligns with legal requirements and the estate's needs.
What are my responsibilities as an executor or personal representative?
The responsibilities include inventorying the estate’s assets, paying debts and taxes, and distributing the remaining assets to the rightful heirs. Our legal team can guide executors through these duties, offering advice and support to ensure they fulfill their obligations efficiently and in accordance with the law.
How are estate debts and taxes handled during probate?
Estate debts and taxes must be identified and settled before distributing assets to beneficiaries. This includes filing final income tax returns, paying off creditors, and addressing any estate taxes due. Our attorneys can help manage these financial responsibilities, ensuring compliance with tax laws and creditor claims.
Can the probate process be avoided altogether?
Yes. However, this requires proper estate planning prior to death —establishing living trusts, designating beneficiaries on financial accounts, or owning property jointly. While specific strategies depend on individual circumstances and state laws, understanding these options can significantly reduce the time and expense of settling an estate.
Probate Specialties
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