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Documents To Bring When Meeting With A Probate Attorney After A Parent's Death

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If your parent has passed away and you are seeking legal representation so that you will have help with your parent's affairs, then you probably want to do what you can to have a successful appointment. For example, you might need to bring along certain documents. These are some of the documents that you will probably want to bring with you when meeting with a probate attorney for the first time.

Copies of Your Parent's Final Bills

Since your parent passed away, you might have found yourself dealing with some of their final bills. You might have received medical bills in the mail for treatment that your loved one might have received at the hospital before passing away, for example, and you might have received a bill from the funeral home for your loved one's funeral. If this is the case, make sure that you gather up all of your parent's final bills before meeting with a probate attorney. After all, one of the first things that might need to be done when handling your parent's estate is to cover all of these expenses.

A Copy of Their Life Insurance Policy

If your parent had a life insurance policy, then you might need a little bit of help with filing your loved one's death with the insurance agency or you might need help with distributing the proceeds from the policy. A probate attorney can take a look at your loved one's insurance policy and help you with taking the proper next steps.

Their Will

If your parent left behind a will and if this will is not already on file at the probate attorney's office, then you should definitely bring it along with you when meeting with a probate attorney. Ideally, your parent left behind a will that was drawn up by an attorney. Even if this is not the case, you should bring your parent's will with you to the consultation, even if the will was drawn up by your parent themselves.

If you want to get as much done as possible when meeting with a probate attorney for the first time, then you should make sure that you are adequately prepared for the appointment. This means that you should bring along the right documentation. As long as you bring the things listed above with you, then you should be able to have a helpful and productive meeting with the probate lawyer.

For more information, reach out to a probate lawyer in your area today.


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