Rowe & Walton PC

Probate & Estates

Bluffdale Law Firm

Our Professional Team Is Here To Help.

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When a loved one dies, their Estate Plan dictates the next steps. If the loved one had a will, the probate process would begin to settle the estate. This is when a probate lawyer can be helpful. They can help administer the estate according to the will and ensure that all legal requirements are met. Probate can be a complex process, so it is important to have an attorney who understands the law and can help to guide the family through it.

One of the most valuable functions of a probate lawyer is to protect the interests of the person who died. They must ensure that all of the deceased’s assets are accounted for and distributed according to the will. Probate lawyers must also ensure that debts or taxes are paid before any assets are distributed to the beneficiaries.

The probate process can be difficult for family members, but with the help of a good lawyer, it can be much smoother. The lawyer can help communicate with all parties involved and ensure that everything is handled fairly and according to the law. Our goal is to provide peace of mind for family members during a difficult time.

Probate & Estates

Rowe & Walton, PC services estate planning and family probate in-house. We can help to create wills, trusts, living trusts, and power or attorneys while you are living. We can also help with inheritance, beneficiaries, and eldercare. Once you or a loved one has passed, we can step in to help ensure that your wishes are followed. Rowe & Walton PC can help even if your loved one dies without a will. We can also help with contesting a will if needed.

Rowe & Walton PC can help put your affairs to give security when you’re gone. Documents we can help with include: 

  • Wills & Testaments
  • Power of Attorney
  • Financial info
  • Funeral Directions
  • Vehicle and Property Deeds

And more!

Survivorship Affidavits

Survivorship affidavits are important legal documents that help to ensure the safety and security of a deceased person’s estate. When a person dies, their estate goes through a process of distribution and settlement. This process can be long and complicated, especially if the deceased had a large estate. A survivorship affidavit can help to make this process easier by ensuring that the deceased person’s assets are distributed according to their wishes.

A survivorship affidavit is a document that the deceased person signs while they are still alive. It states who their chosen beneficiaries are and what assets they want them to inherit. This document is then filed with the court, which will use it as a reference when distributing the deceased person’s estate.

If you are considering creating a survivorship affidavit, it is important to contact us. We can help you draft the document to ensure it is filed with the court correctly. We can also guide how to choose your beneficiaries and what assets you should include in your affidavit.

Small Estate Affidavits

When a person passes, their loved ones are left to deal with the estate. Paying off debts, dividing up assets, and dealing with the legal process are responsibilities of loved ones. A big challenge is when the deceased person has a large estate. If the estate is too large to be handled by loved ones, they may need to hire a lawyer.

However, what if the estate is relatively small? This is where small estate affidavits come in.

Small estate affidavits are legal documents that help to simplify the process of transferring property after someone dies. They allow the deceased’s loved ones to avoid going through probate court. This can save them time and money.

When dealing with small estate affidavits, certain requirements must be met. The property must be worth less than a certain amount depending on state requirements, and is located in the state where the affidavit is filed. The property can include assets such as cash, stocks, bonds, real estate, and vehicles.

Talk to a lawyer if you are considering using a small estate affidavit. They can help you understand whether or not you meet all of the requirements, and they can help you with the paperwork.

Interstate Succession

Intestate succession is when a deceased individual’s property is distributed when they have not left a will. If the individual dies intestate, their estate will be divided among the deceased’s closest relatives under state law.

Intestate succession can be a complicated process, and it is often advisable to seek the assistance of a lawyer when dealing with an estate that has not been left to heirs in a will. Our firm can help ensure that the estate is divided fairly and that all relevant legal proceedings are carried out correctly. They can also guide beneficiaries who may be unfamiliar with the intestate succession process.

Intestate succession laws vary from state to state, so it is important to consult with a lawyer familiar with the laws that apply in your area. If you have questions about intestate succession or want advice on how to proceed with an estate that has not been left to heirs in a will, please contact us.

Letter Testamentary

A letter testamentary is a document written by a lawyer to let a person know that they have been named in a will as the estate executor. We will also provide instructions on how to fulfill the executor’s duties. Lawyers will also provide information on accessing the will and any other important documents related to the estate. The lawyer can also help with estate planning and advise on taxes and other legal matters related to the estate.

Spousal Claims

When a married couple divorces, the process can be contentious and complicated. One of the most important aspects of divorce is the division of marital property and anything acquired during the marriage, including assets and debts. In some cases, one spouse may try to claim a portion of the property that is not technically theirs. This is known as a spousal claim.

Several types of spousal claims can be made during a divorce. The most common is a claim for spousal support or alimony. Another common type of spousal claim is a claim for marital assets. Marital assets can include everything from the family home to retirement savings accounts.

If one spouse makes a spousal claim against the other, it can complicate divorce proceedings. This is why having an experienced lawyer representing you during your divorce is important. Our lawyers can help you understand your rights and protect your interests during negotiations with your ex-spouse.

Do You Need an Attorney?

You may feel like going through any of these situations by yourself. In many cases, speaking with a lawyer can help to ensure your rights are protected and your assets are appropriately distributed.
If you have asked yourself any of the questions below, or questions we still need to address, we recommend you reach out to one of our experienced attorneys.

  • Are you aware of your state laws/how complicated they are?
  • Did the decedent leave an Estate Plan? 
  • Did they have a Will or A Trust? 
  • What is the size of the estate? 
  • Did the decedent leave anything to a beneficiary?

JUST ASK THE ATTORNEYS

Looking for answers to questions about estate planning, elder law, wills, trusts, or family protections?

801-298-0640

Local Phone Number

1-800-748-4144

Toll Free

915 South Main, Bountiful UT 84010

Address

rw@rowewalton.com

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801-292-9551

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