When a family member dies, it can be difficult to know what information a probate lawyer needs first. You do not need to resolve every issue before calling. A short, organized overview helps identify the next questions.
1. Identify the person and any existing case
Have the person’s full name, date of death and last residence available. If an estate is already open, note the court, case number, appointed fiduciary and any upcoming hearing.
2. Locate the estate-planning documents
Note whether there is a will, trust or amendment and who has the originals. Do not mark or alter original documents. Tell the attorney if different versions exist or a document cannot be located.
3. Make a preliminary asset list
List known real estate, bank and investment accounts, business interests and significant debts. Note how each asset appears to be titled and whether beneficiary information is available. The list can be incomplete; identifying gaps is part of the initial review.
4. Explain your role and concern
Are you named as executor, serving as trustee, expecting an inheritance or trying to understand a notice? Explain the result you are seeking and any disagreement that has developed. For contested matters, keep relevant correspondence and court papers together.
5. Discuss the scope and fees
Ask what work is proposed, what information is still needed and how the engagement and fees will be structured. Mark’s office confirms representation through an engagement agreement. An initial email or telephone call alone does not establish representation.
Find the right starting point
Read about Rhode Island probate, Massachusetts probate, estate administration or probate disputes. The service-area directory covers every Rhode Island city and town and every Massachusetts county.
Call (401) 400-2502 or email Mark. The office is at One Custom House Street, Providence, Rhode Island. Office visits are by appointment.