Understanding Probate Requirements in Minnesota: Do I Need to Probate a Will?

Posted on January 15, 2024 by jlawyer

Title: Understanding Probate Requirements in Minnesota: Do I Need to Probate a Will?

Introduction: The passing of a loved one is undoubtedly a challenging time, and navigating the legalities that follow can be overwhelming. One common question that arises is whether it is necessary to probate a will in Minnesota.

Probate is the legal process through which a deceased person’s estate is administered, debts are settled, and assets are distributed. Let’s explore the factors that determine whether you need to probate a will in the state of Minnesota.

Size of the Estate:

One key factor in determining the need for probate in Minnesota is the size of the deceased person’s estate. If the estate is considered “small” under Minnesota law, it may qualify for simplified probate procedures or even exemption from probate altogether. The definition of a small estate can vary, but it typically involves assets falling below a certain threshold. Understanding the value of the estate is crucial in assessing whether probate is necessary.

Types of Assets:

The nature and types of assets left by the deceased also play a significant role in determining whether probate is required. Certain assets, such as those held in joint tenancy, assets with designated beneficiaries (like life insurance policies or retirement accounts), and assets held in trust, may bypass the probate process. Assets that do not require probate can be transferred directly to beneficiaries, simplifying the administration process.

Real Estate Ownership:

Real estate ownership is another critical factor in the probate decision. If the deceased person owned real estate solely in their name, it will likely need to go through the probate process. However, if the property is jointly owned, held in a trust, or has a designated beneficiary, it may avoid probate. Understanding the specific circumstances surrounding real estate ownership is essential in determining the need for probate.

Debts and Creditors:

Probate provides a structured framework for addressing the deceased person’s debts and settling outstanding obligations. If there are significant debts or creditors seeking repayment, the probate process allows for a systematic resolution of these financial matters. The publication of probate notices also serves to notify creditors and interested parties, providing them with an opportunity to make claims against the estate.

Validity of the Will:

Ensuring the validity of the will is crucial in determining whether probate is necessary. If the deceased person left a valid will, it typically needs to be submitted to the probate court for approval. The court will oversee the administration of the estate in accordance with the terms outlined in the will. If there is no valid will or if the will is contested, the probate court will follow the intestate succession laws of Minnesota.

Conclusion: Whether or not to probate a will in Minnesota depends on various factors, including the size of the estate, types of assets, real estate ownership, debts, and the validity of the will.

Minnesota Probate Lawyers

It is advisable to seek legal guidance to navigate the complexities of the probate process and ensure compliance with Minnesota probate laws. Understanding these factors will help individuals make informed decisions and take appropriate steps in administering the estate of a deceased loved one.

Contact the office today for a free initial consultation at: 612.424.0398.

Beginning a Minnesota Probate

Posted on September 7, 2023 by jlawyer

Beginning a Minnesota probate is not that hard. The probate process in Minnesota, like in many other states, is the legal process through which a deceased person’s assets are distributed to their heirs or beneficiaries and their debts and taxes are paid.

Here is a general overview of how the probate process works in Minnesota:

Filing a Petition: The probate process typically begins with the filing of a petition in the county where the deceased person (decedent) resided at the time of their death. The person filing the petition is usually the executor named in the decedent’s will or an interested party if there is no will. If there is no will, the court will appoint an administrator.
Notice to Interested Parties: After the petition is filed, the court will issue a notice to interested parties, including heirs, beneficiaries, and creditors. This notice informs them of the probate proceedings and their right to contest the will or make claims against the estate.
Inventory and Appraisal: The executor or administrator is responsible for preparing an inventory and appraisal of the decedent’s assets. This includes valuing all the assets in the estate, such as real estate, bank accounts, personal property, and investments.
Payment of Debts and Taxes: The estate is responsible for paying the decedent’s outstanding debts and taxes. This may include funeral expenses, outstanding bills, and estate taxes. The executor or administrator must ensure that all valid claims are paid from the estate’s assets.
Distribution of Assets: After debts and taxes are paid, the remaining assets are distributed to the heirs or beneficiaries according to the terms of the will or Minnesota’s intestate succession laws if there is no will.
Final Accounting: The executor or administrator must prepare a final accounting of all financial transactions related to the estate and submit it to the court for approval.
Closing the Estate: Once the court approves the final accounting and is satisfied that all matters have been properly handled, it will issue an order to close the estate. At this point, the executor or administrator can distribute the remaining assets to the beneficiaries and heirs.
Discharge of Executor or Administrator: After the estate is closed, the executor or administrator is formally discharged from their duties, and their role in the probate process ends.

It’s important to note that starting the probate process in Minnesota can vary depending on the size and complexity of the estate, as well as any disputes or challenges that may arise during the process.

Additionally, Minnesota, like many states, has its own specific probate laws and procedures, so it’s advisable to consult with an attorney experienced in Minnesota probate matters to navigate the process smoothly. Legal advice can be particularly valuable when dealing with complex estates or potential disputes among beneficiaries.

Beginning a Minnesota Probate Lawyers

Please contact Joseph M. Flanders at Flanders Law Firm LLC for your free initial consultation about beginning a Minnesota probate. Every estate is different and Mr. Flanders can expertly guide your through the process. Call today for your free initial consultation at: 612-424-0398.

Minnesota Small Estate Administration | How to Keep it a Small Estate

Posted on November 17, 2022 by jlawyer

Minnesota Small Estate Administration | What Can Keep an Estate Small and What That Can Mean

Doing a summarized probate case might be what you’re interested in attempting. It might not be an option, nevertheless, depending on how large the estate’s worth really is. It’s also not up to you to have the final say in whether or not such a case can be conducted in a summarized format.

What you can do is try to check into the value of the estate and see how things add up. It might be easy to simply group together everything the deceased owned and check how much everything is worth, but that may include all of the assets that should transfer outside of this incoming probate law case. On the other hand, it could very well be that the deceased made plans for something to transfer automatically and their plan has come to a screeching halt.

Know What Adds Up

Assets which don’t transfer outside of a Minnesota probate are going to be what drives up the estate’s value. This is why titles, irrevocable trusts, and various other forms of ownership can be so handy, as they can enable things to not add to the overall estate’s cost. Just to be safe, however, you should ideally look into every asset that the deceased owned. Anything that no longer has a title on it because of the recent passing will have to be treated like other forms of property.

The deceased may have had their name on it, but in their absence, the vehicle or home may now lie in a kind of limbo state.

Certain items may also have special beneficiary designations. This doesn’t apply to all items found in wills because some of those are, oftentimes, simple items which only have the will to guide them. Note that wills themselves don’t escape the probate process. Life insurances policies, however, are one such asset which can be inherited without having to go through the probate process. It’s when there was no beneficiary designation made outside of what was said in the will where things can become more complicated.

Just because something could be held within a title doesn’t mean that they will be held under such a form of ownership. There’s a handful of ways which an item could be held in a special kind of ownership so that it transfers automatically, but it’s when things don’t that you need to step in and make a change.

Small Estate Administration | Look for the Uncommon

Beneficiaries can pass on at any given time. Estate planning documents aren’t always set up to account for this. That said, you may need to double check that everything that had a beneficiary designation added to it and that said beneficiary is still here. If there is no one alive to inherit the property, it might be treated as little more than a vehicle without a title. That’s when you assume that such items will be bundled to the rest of the estate and go through probate along with them, further increasing the estate’s value. Items which didn’t have someone around to inherit them will need to be addressed.

Say that one of the beneficiaries passes. What they would have inherited from the deceased is now without its primary beneficiary. Yes, perhaps there’s someone else who’ll be listed to take the asset, but that’s assuming that backup was set in place and that a backup remains. The less and less info that you have concerning who should inherit a given asset will only mean that it’s more and more likely to need to be brought into the probate case. It may not matter that the deceased listed two different people to inherit from them. The chance stands that both of these may no longer be treated as being able to lay claim to the property.

Minnesota Small Estate Law

While some assets may transfer outside of probate regardless of which state they’re in, there’s still the fact that state laws can dictate what makes a small estate and what qualifies as a large estate. One size doesn’t fit every probate case, and it’s possible that what was a minor probate case in one state was a considerably larger case in another state.

If the deceased moved and wanted to keep things small, they may have kept up with how the laws help to account for everything. Should they have been successful in maintaining things to a compact size, perhaps things will work out to allow you to file for a summary probate case. Moreover, this may not be only a thousand or a hundred dollars difference.

It’s possible that certain states qualify a large estate as twice the overall pricing of the estate compared to other areas. That means if you pass on with half of the estate that you had another in part of the country, it might not be treated any differently. One small loop hole is that the house may or may not impact the estate too much. Certain states allow assets that are left for family members to not change the matter while others may have a limit on how much the house can be worth before it needs to be taken into account. In latter states, it would be best to have it appraised to be sure of the pricing.

No Free Passes

Small estates may have things easier, that much can be very true. Being able to summarize the estate and not having to distribute too much can make things take less effort and time. But everything may still need to be distributed through probate. Just because an estate is rather small in size may not mean that it can completely negate the probate process itself. The assets may get off easy, but that doesn’t mean that the deceased’s possessions got off without much effort or cost.

Don’t surprised if you find yourself in legal trouble if not everything has been carried out properly. It’s one thing to pass on an asset, but stuff probably has to still get documented. The court will probably be curious as to why they weren’t alerted about certain items being passed on. If something was truthfully supposed to go to someone and there wasn’t anything blocking them from inheriting it, the court should agree that it’s to go to the person who was intended to take possession of it. The court probably isn’t trying to take away the property unless they’ve got good reason to do so. Making things look smaller on paper may only lead to bigger problems down the line.

Minnesota Small Estate Lawyers

Working out the estate could take quite a bit of time. Things in probate may be meant to happen within a certain time frame, but that’s assuming that all can go to plan.

Whatever part of the estate you find yourself having trouble with can be dealt with. To get and keep you out of trouble, work alongside a Minnesota probate attorney from Flanders Law Firm LLC. One should be able to come onboard once you call 612-424-0398. You might not like the thought of having to dig out several levels of abandoned clothing or unwanted dishes. That said, having an extra person to assist might make the tasks before you a lot easier

Call the firm today at 612-424-0398.

Inheriting a Home in a Probate | Minnesota Law

Posted on September 9, 2022 by jlawyer

Inheriting a Home in a Probate

You can get a home from someone that you loved and start to maintain their Minnesota real estate once the time is right.

It’s best, however, that you take a few considerations into account as to how probate law may shape things for you. Over time, a lot of it will probably involve taxes or how you can manage the home in some way, shape, or form. You might only be thinking about the home at present, but you want to consider selling the home so you can take advantage of a tax break or avoid getting yourself into debt. It’s also worth mentioning that probate might be unavoidable because of there being a mortgage attached to the home.

Sell for the Tax Break

Once the house has successfully passed through the probate process, then might be the time to sell it. This might be because you can get a decent tax break as a result of what the property has gone through, and it should help you avoid capital gains tax. This is good even in situations where the home’s value has changed greatly. Selling the home now may not mean that you can avoid paying all taxes. However, since the real estate’s tax basis should have been brought to market value, that can enable you to get the tax advantage.

As for increases in the home’s value, any change in value which occurred after the deceased’s passing might not be counted against you. Instead, more may go to you. There’s a clause to all of this in that you’ll have to utilize the fair market value which was established at the date of death. This probably will prove beneficial for any case where you want to sell the home as it is. It would still be wise to check with someone about the market value price that was established at the deceased’s passing in order to see how this applies to your situation.

Mortgage May Mean Probate

When the home that you want to inherit has a mortgage attached to it, presume that there’s a high chance that it will be forced to go through the probate process. Anything associated with debt might need to be looked into during this time since the deceased isn’t there to ward off outstanding payments.

Once someone passes on, the collectors might come calling. Putting it through the probate process may also be to account for your financial health. Saying that you can take care of the housing costs is one thing while proving that you can pay them is another.

You may be required to wait until probate is over as in the case that your name isn’t or wasn’t on the deed. That little legal document has a lot of say in the given matter. Once the last owner has passed on, any given abode might be treated as little more than an asset to be sold. No owner means that the home is effectually in a state of limbo, and a new owner might only be established after probate has been completed. You may live in the place, but doesn’t mean that you own the place.

Prepare for Tax Changes

While you may only be thinking about the present, it would be wise for you to also consider how this new home will modify your lifestyle. The concern lies in the fact that not only can this be a home that you’ll probably live in or take charge of, but you may find that this place changes your economic standing.

A home is a place to rest your head, yes, but it’s also an asset, too. It’s worth something in cash value, meaning that it will increase the overall size of your own probate estate if you become the legal owner. Something that you inherit will be considered a part of your net worth once it passes to you. Free gifts sometimes have strings attached.

Be aware of estate tax as well, as in both federal and state estate tax. It’s not too likely that you’ll have to deal with federal estate tax.

That tends to involve estates with larger net worth. State estate tax is much more common since it can impact smaller estates. Either way, you must know the numbers before you make any serious decisions so that you know what you’ll actually be paying. Moreover, keep in mind that it may be the cash value that haunts you, and you might need to know what happens once you sell the home and pocket that cash. Accepting ownership of the home probably means that you need to take responsibility for either caring for it or selling it.

Renting May Still Cost You

Being a landlord may sound like your cup of tea, and it might be one of your fortes. You’re allowed to think that you’ll be able rent the home to help cover the taxes. Such may be a serious way for you to generate spending money. Though, mind that what you get from renting the home will be taxed as income. That stream of income which comes from the home itself is added to your own income. So, if you have a paid job and start renting on top of that, both of those might be treated as a combined cash steam and potentially impact how you handle your taxes.

That’s besides all of the labor, time, money, and frosted donuts that it will take you to maintain and ready the home for renters. It’s money, money, and money, yes, but you should factor these things seriously while you still have time. You also must be aware that you probably can’t do anything with the home unless it’s actually means keeping it intact. Home insurance policies, mind you, end when the holder pass on. That means you might be expected to take one out now or soon. You may, also, need to know when you can start work on the home and what you need to do in order to keep it from deteriorating.

Figure out these things before you make a firm choice.

Minnesota Probate Lawyers

You might already know that you need to make the right choice for you, and that’s completely respectable. What you’re probably going to need to ask, in the simplest sense, is if this the home that you’re going to be housing in. If it’s not, you’re probably going to sell it or rent it.

You need to get all of the details surrounding it, and you should take time now to learn more about the present probate situation. Your help may arrive in the form probate lawyer from Flanders Law Firm LLC.

Call the law firm today for your free initial consultation at: 612-424-0398

Stealing from the Probate Estate

Posted on May 10, 2022 by jlawyer

Stealing from the Probate Estate | What to do

Theft is a dark word. Should that be related to the circumstance that you’re dealing with in accordance to a probate law case, you may have to prove why something shouldn’t belong to someone rather than why it should belong to you. Stealing from the probate estate is more common than you might think.

The Minnesota probate process is meant to either give to the debtors to which the property may now rightfully belong or to the beneficiaries so that they can have something as remembrance of or as sustenance from the deceased. What was said in the will is sometimes relative to what the court decided and what kind of assets there were.

It may feel like the debtors stole from you or that someone got a larger portion than you, but all of these things are money games. The executor or administrator must balance a checkbook for the deceased and figure out how they’re going to do the right thing. Debts can swallow up properties like how a child may swallow up a slice of cake. What was meant for you might not end up being available to you.

Economic Forensics

Knowing that a beneficiary stole from the estate is one thing, but having a forensic accountant check over the details is another thing. This is a step that you might want to take in case you’re looking to have as much evidence as possible. Almost every aspect of probate either boils down to assets or doing paperwork pertaining to those assets. That said, should you have paperwork on the stolen assets, someone can work on checking to verify what should be there but went missing.

Two specific types of records, property records and financial records, are probably what they’ll be looking at. Any accounting done by the executor or similar bits of information might be what the forensic accountant. Moreover, assuming that you’re a beneficiary who didn’t steal from the estate, you have the right to ask the executor for an accounting. It’s one of your perks.

Stealing from the Probate Estate | Always Check the Assets

A final accounting will need to happen eventually. It may be far off in the future. Such might be the case should the beneficiary have taken or sold something off too early on in the probate process.

Checking over the assets and comparing what was lost is incredibly important. Almost nothing should be touched or changed from how the deceased kept it, unless something needed to be done to maintain things or keep something from being destroyed. Getting a new insurance policy on the home is actually expected and completely understandable.

If you think that the bank accounts were tampered with, check if there were withdrawals. Verify whether or not the deceased actually sold the home and inquire with the executor about its sale. Actually, check with the executor about any sale that takes place pertaining to the estate regardless of size of the purchase.

They’re at least going to need to know what happened for their own records. Perhaps they’ll even be able to clue you in as to whether or not theft took place.

Get Your Evidence

If something really was stolen from the estate, you must begin to gather your evidence. Speaking to the probate court should be one of your top priorities. Knowing which probate court to speak to, the one that handled the case, is of the utmost importance.

They should have most of the official documents. You’ll probably find yourself having to prove that their documents are false before you can make a solid claim against what they may believe to be true. They’re who probably gave the executor or administrator their power after all.

A second step to take would be to talk with the administrator or the executor. Should they agree with your claims or raise an issue with them, you can plan how you want to respond from there. Not only should have the administrator or executor viewed the documents pertaining to probate, they could have been the one who helped fill them out as in the case of a final accounting.

For something to have slipped, it might have missed their eye or been something they were unaware of. In truth, it’s completely possible that the beneficiary was just unaware of how the probate process worked and assumed what they took was rightfully theirs.

That said, the executor or administrator should be the one to help you figure out if there really was stolen property or not. If the court or administrator or executor can’t help you, you must consider the validity of your claim and what other options you might have remaining.

Making Legal Moves

Once you have come to a decision that it’s time to peruse legal action, evidence is what you’ll need. Copies, copies, and more copies is what you need to procure.

Get the will as soon as you can. If no will was used in the case, you must assume that the document cannot be used in any way towards the claim. Stating that the will was unused or wrong may mean that you have, at least in part, a different kind of issue.

Disputing a will is a real kind of issue, but it doesn’t always mean theft took place. However, you may need to establish that a will was supposed to be used for probate before you can even validate your claim of theft. If the document which says someone stole from the property proves false, you probably have no claim.

Where the right will wasn’t utilized, you must consider having mercy. The administrator, in the case of a wrong will, or the executor, in the case of the absence of a will, may have been acting with what knowledge they had. Having a will or not having a will doesn’t make a probate case anymore or less legitimate until otherwise proven.

No one is, more or less, the owner of any property that needs to be probated until after the court has approved everything. You need to actually prove that something actually should go to someone else.

MN Probate Lawyer Questions

For the specifics on Minnesota probate laws, you may want to reach out to a probate lawyer. You can ask them and see what can be done about the matter.

Perhaps they can advise you on how to deal with a bond that was taken out or how to see if everything is in order. This isn’t to pretend like everything is going to be easy.

That said, having their help may make things easier overall. There might be a lot of legal documents, but they should be able to help you narrow down which ones apply to your situation.

There’s one at Flanders Law Firm LLC who can help you, and if you want to know more about doing what’s right in a probate case, call them at 612-424-0398.

Minnesota Affidavit of Identity and Survivorship

Posted on March 22, 2022 by jlawyer

Minnesota Affidavit of Identity and Survivorship

When someone dies in Minnesota, they often own real estate. That real estate could be a home, rental property, cabin, or land.

What happens to the land when someone dies? Where does it go? How do you transfer title to heirs? This article aims to provide a legal analysis of Minnesota Affidavits of Identity and Survivorship and how that affidavit helps people transfer title to real property

Title to Real Property

Landowners in Minnesota own the “title” to the property. This title interest is different from being on a mortgage. The deceased person often agreed with a bank for a mortgage on the home. What are heirs supposed to do when the deceased person was on the loan? How does that effect title?

Minnesota differentiates ownership of “title” from being an signor on a mortgage. A mortgage is simply a security interest that a bank has on the home. It is a lien interest. That loan is “secured” by the land. Huh? Basically, the bank has a secured lien on the home because they loaned a person money so that they could live in the home and eventually “pay-it-off”. Most people understand this.

However, it is important to know that people still own a separate “title” interest in the land. This title interest is “recorded” with the county in which the person lived. For instance, if you own a home in Minneapolis, you have a recorded “title” interest with the Hennepin County Recorders Office. You likely received a “deed” for that property when you bought the home.

Deeds come in many different forms. Common deeds are: quit claim deeds and warranty deeds. This article will not get into the definition of what each deed means. Rather, this article focuses on the title issues associated with those deeds. When you buy a home or receive title to a home, that deed interest is recorded in the county recorders office where you live. You have “title” to that property and Minnesota law recognizes that.

Transferring Title at Death

If someone dies, they still had a recorded deed interest with the county where they live. Sometimes – and this is important – the deceased person owned “title” to a home as “joint tenants” with another person. This scenario is very common when married couples own a property together. Married couples most often take “title” to the property as joint tenants. Minnesota law tells us that a joint tenant automatically receives title to the property when the other title holder (the husband or wife) dies.

But, that “title” interest still needs to be made official. The state or county doesn’t do the work for you. The survivor (in the joint tenancy scenario) needs to inform the county that their spouse has died. The spouse can do this by filing the correct legal documentation with the county – an Affidavit of Identify and Survivorship.

Affidavit of Identity and Survivorship

As discussed above, when two people own real property (a home) as joint tenants, they have automatic survivorship rights in the title of the home. (This is very different for tenants in common but that is not discussed in this article). In a joint tenancy scenario, the survivor needs to file an Affidavit of Identity and Survivorship with the county recorder. The reason that this must be done is that it keeps a proper record of who now “owns” the home. If the proper record is made, then the new owner (not the deceased person) has the legal right to sell the property or otherwise convey title to someone else.

The Affidavit of Identify and Survivorship is a legal “form” that declares:

Who the deceased party was
When the person died
Who the survivors are
What the address of the property was
What prior recorded deed allows for an automatic transfer
A statement, made under oath, about who the survivor(s) were and why they now have “title”

It is important to keep in mind that a certificate of death needs to be recorded, along with the affidavit. These two documents are necessary to have a valid, recorded title interest.

Minnesota Probate Lawyers

If you have questions about the Minnesota Affidavit of Identity and Survivorship, contact the Minnesota probate law firm today. Joseph M. Flanders has years of experience counseling clients on all matter of title and probate law.

Call today for a free initial consultation at: 612-424-0398.

Petitioning to Become an Executor of an Estate

Posted on March 10, 2022 by jlawyer

Petitioning to Become an Executor of an Estate

To try and petition to become an executor over a Minnesota probate law case isn’t unheard of. If you don’t try to fill the role, the court will probably try to find someone else eventually.

Either the probate court will find a candidate or someone will step into the role. This isn’t a position n that you can simply jump into and start filling. There’s petitioning for the role and also getting the court’s approval to start overseeing things.

Be prepared for other people connected to the case may have higher priority than you, save for the chance that you’re the deceased’s spouse. You probably don’t only need to please the court to get their permission, but you may also find that you have to come to terms with your own family. Permission is a huge part of this ordeal.

Minnesota Probate | Priority Check

Someone could want to serve as executor of the estate, but the concern may truly lie in who has priority to serve in this capacity. Family almost always gets top priority to get this role. States can have say in who gets the highest priority, too, making it so that some members have higher priority than others.

Not everyone may be equal in this situation. The general standard throughout these fifty states is that the spouse of the deceased maintains top priority regardless of their residence. From there, the list tends to descend to immediate family, allowing for adult children, parents, brothers, and sisters to have their chance to assist.

Should you want to assist as an executor, you should work hard to figure out who has priority over you. They may or may not allow you to serve, preventing you from moving forward, regardless of your priority.

The issue, moreso, may lie in coming to an agreement of who should serve as executor. This rings true for people with higher and lower priority, as beneficiaries might want to have say in who manages the estate or you might need someone else’s permission before you can officially serve. Working towards harmony may make things easier.

Minnesota Probate Missing Will

There are probate cases where no will exists or no will proves to be valid, and there are cases where the probate court doesn’t approve of who the will named as executor. All three of these circumstances will probably result in the court wanting someone to become the executor in the desired executor’s place. Not naming an executor in the will, to say nothing of not making a will in the first place, leaves the deceased without any real say in the matter. They’ve potentially abandoned their right to make a statement over the issue at hand.

The will can be the whole deciding factor whether or not you can be an executor. Yes, you must get permission from the court, but the will is what everyone should be trying to complete.

Not having a will involved in the case may mean that the role of handling the estate is open to anyone, but if a will exists, you may have to wait and see if the court approves of the executor named in that will. You can see if you can find out who the will names as executor, and in the case it leaves such information out, that might be your opportunity to seek to take care of things.

Minnesota Probate Petition

Assume that the court wants to do less work. So, if you’re planning on being the executor of the estate, get ready to do the petitioning for the position on your own.

You can ask for advice, but you might need to carry out the labor. Don’t attempt anything till you’re certain that you have permission from anyone else who has higher priority than you. For all you know, they could find you at the courthouse the same day that you’re going into petition, and you may learn that they’re seeking the same role as you. Anyone who retains higher priority might take advantage of their priority and prevent you from taking what may belong to them.

Before you go, moreover, make sure you call in advance to find out what kind of things you need to bring. Plan on bringing cash for a filing fee and supply your own paperwork to support your request. That said, you may also need to check your calendar to set up a hearing for this petition. Yes, you may need to have a hearing before you can really start this case.

Though, prior to assuming that might be all of what you need, double check to see if you need to also petition for probate. You might find yourself making two different petitions for one case so that you can become the executor.

May Not Change Things

Your duties and powers will probably be the same regardless of how you were appointed. An executor is still an executor, and even if you were hand-picked by the court, that doesn’t mean that you’ll have complete freedom. The court is hoping that you’ll do the right thing and make the best judgment calls.

You’re still trying to please them, acting out this role because the court has been gracious enough to grant you this freedom. A favor to them this might be, but that doesn’t mean they won’t be willing to find someone to replace you. Plan on pleasing the court, the deceased, the beneficiaries, and the creditors.

You definitely can’t try to do anything that will greatly impact the estate before the court appoints you to become an executor.

Taking out insurance to help cover the home in the owner’s absence is understandable. It’s when you give something away or sell stuff off that things can get troublesome. Assume that even if you have high priority, you’re still waiting for the court to approve your petition. Never forget that the situation may well be that the court didn’t like the executor which the deceased appointed in their will. If their attempt failed, try your best so that you succeed. Realize that your role is probably as replaceable as theirs. That said, don’t be surprised if you face a similar fate should you try to replicate their failures.

Minnesota Probate Lawyers

For you to pursue the role or an Minnesota probate executor or for you to help someone pursue that role, you should make sure that you have every ally that you can get on your side. You should be laboring to work against the opposition. You want to win the metaphorical battle, but you need to assume that you still need to work through the whole of this probate case after this small skirmish has ended.

Ally yourself with a MN probate lawyer from Flanders Law Firm LLC.

You want to have a team to help you with the challenges that lie ahead of you. This might only be the start of dealing with unknown treasures and learning to tackle new difficulties, but here’s to you overcoming the hills in front of you.

Start your jouncy by dialing 612-424-0398.

Sources

Minnesota Probate Code