April 5, 2024

What You Need to Know About Probate Before Your Parents Pass Away

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"I recently went through probate after the passing of my Dad in 2023. The experience has given me a unique perspective, allowing me to appreciate the sensitivity and patience required during these challenging times" - Jenica Martin
Jenica Martin
Justin Isaac

Preparing for a death in the family is one of the hardest things you can do because it requires us to accept a world in which the people closest to us are no longer there.

But failing to prepare for a death in the family can make living life without them much much harder.

In this episode, The Lawyer in Blue Jeans talks to Jenica Martin about her real-life experience with managing the family finances after the passing of her father in 2023.

From making cash available for the family business, to receiving countless deceptive calls from the sharks who pray upon public death certificates, Jenica gives listeners a real look into the world that awaits children of recently deceased parents.

Justin and Jenica discuss tax issues, newly discovered assets, and the extraordinary time and cost for handling probate without quality legal representation. 

As they discuss strategies to navigate probate pitfalls, such as obtaining accurate appraisals and prioritizing communication with beneficiaries, Justin and Jenica give a real example of how practical advice, like leveraging a Heggstad petition, can help reduce the long and difficult probate process.

Whether you’ve had a recent death in the family or you want to protect yourself and your family from a future headache, tune into this episode of The Lawyer in Blue Jeans Podcast.

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