What Does a Probate Attorney Do?


Probate is a legal process that often feels like uncharted territory for many individuals. It involves the distribution of a deceased person’s estate, including their assets and debts, under the supervision of the court. Amidst the emotional turbulence of losing a loved one, the complexities of probate can be overwhelming. This is where a probate attorney steps in, serving as a guide through the intricate legal proceedings.

Understanding Probate

Probate essentially serves two primary purposes:

  1. Asset Distribution: Probate ensures that the deceased person’s assets are distributed according to their will or state law if there is no will (intestate succession). This includes real estate, personal belongings, financial accounts, and more.

  2. Debt Settlement: Probate also involves settling any outstanding debts and taxes owed by the deceased person from their estate.

The Role of a Probate Attorney

A probate attorney is a legal professional specializing in probate law and estate administration. Their role is multifaceted, encompassing various responsibilities to ensure the probate process proceeds smoothly:

1. Advising Clients:

Probate attorneys provide invaluable guidance to clients, explaining the intricacies of probate law and outlining their rights and obligations. They help clients understand the implications of the deceased person’s will, or in the absence of a will, the laws governing intestate succession.

2. Initiating Probate Proceedings:

The attorney initiates the probate process by filing the necessary documents with the court. This typically includes submitting the will (if one exists), identifying heirs and beneficiaries, and compiling an inventory of the deceased person’s assets and debts.

3. Representing Clients in Court:

Probate proceedings may require court appearances, especially if disputes arise among beneficiaries or creditors. A probate attorney represents their clients’ interests in court, advocating for fair and equitable distribution of assets and resolving any conflicts that may arise.

4. Managing Estate Administration:

Probate attorneys oversee the administration of the estate, ensuring that assets are properly distributed according to the terms of the will or state law. They handle the transfer of property titles, close financial accounts, and settle outstanding debts and taxes owed by the deceased person.

5. Resolving Disputes:

Disputes over the validity of the will, claims by creditors, or disagreements among beneficiaries are not uncommon during the probate process. Probate attorneys play a crucial role in mediating these disputes and, if necessary, litigating on behalf of their clients to protect their interests.

6. Providing Tax Guidance:

Probate attorneys offer guidance on tax matters related to the estate, including estate taxes and inheritance taxes. They help clients minimize tax liabilities and ensure compliance with state and federal tax laws.


Navigating the probate process can be daunting, especially during a time of grief and emotional turmoil. However, with the assistance of a skilled probate attorney, individuals can navigate the complexities of probate with confidence and peace of mind.

From advising clients and initiating probate proceedings to representing them in court and resolving disputes, probate attorneys play a crucial role in safeguarding the interests of the deceased person’s estate and their beneficiaries.

In essence, a probate attorney serves as a trusted ally, guiding clients through the legal intricacies of probate and ensuring that the final wishes of the deceased are honored with dignity and respect.

About Castle Wealth Group

Contact Castle Wealth Group for all your estate planning needs. We build a perfect strategy for your retirement, including income planning, investment planning, tax planning, health care planning, and legacy planning. Visit our website or call us at 844.885.4200 or email us for your financial advice.

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