If your loved one recently passed away and you’re the executor of the estate, you may be wondering whether to turn to an attorney for guidance. While it is technically possible to navigate probate without a lawyer, seeking counsel will certainly streamline the proceedings considerably and ensure compliance and best practices are achieved. Here are some of the biggest reasons to hire an attorney before settling a relative’s estate. 

How a Lawyer Will Help During Estate Administration 

1. By Reviewing, Preparing, & Filing Critical Documents 

Probate is essentially synonymous with paperwork. To settle an estate, you must obtain, prepare, and file all kinds of documents. Thankfully, an attorney can assist with all of the above. In addition to gathering all relevant estate planning documents, for example, a lawyer can file the will with the probate court, prepare any necessary affidavits, and submit various petitions and notices as needed, including the necessary tax returns and certificates of compliance. 

2. By Preserving the Estate’s Value 

Since the executor is ultimately responsible for managing the estate’s assets, a single misstep during the proceedings could end up costing beneficiaries a lot. If you’ve taken on the role of executor, consulting with an expert will ensure you don’t breach your fiduciary duty at any stage. In this way, hiring a lawyer could actually pay for itself.

3. By Mitigating Liability for the Executor 

Because executors are responsible for filing the estate's final tax return, paying off applicable debts, and distributing the remaining assets to the named beneficiaries, they shoulder a lot of liability during probate. If they start distributing property before confirming the deceased’s final tax obligations, for example, they could be personally responsible for any deficits that result. If the executor hires a lawyer from day one, though, their legal team will make sure everything is in order before any assets are distributed. 

If you need help settling a loved one’s estate, turn to the Law Offices Of Robert B. Liotta, Esq. Practicing out of Lower Burrell, PA, this firm has been in business since 2000. A full-service practice, they can assist with everything from personal injury claims and family law disputes to civil litigation and real estate transactions. To schedule a consultation with an estate planning attorney on their team, call (724) 334-9870 or visit the website to browse their wills and estates services.