Probate DivisionProbate Specialist Certification

South Bellevue Partners has a dedicated probate division to help assist clients during the probate process.  Our Certified Probate Specialists work collaboratively with court approved personal representatives, attorneys, financial planners, CPA's, trustees, heirs and family members to help evaluate the Estate's Real Estate value and provide a detailed analysis of the subject property(s) to determine the best approach for selling, holding or leasing the assets.

Probate is the legal process for reviewing the assets of a deceased person and determining inheritors. Here’s how it works.

Probate Proceedings: Probate proceedings typically focus on the existence, authenticity, and validity of a will. It can be initiated with or without a will. Even when there is a will, a proceeding is usually essential if the remaining estate is of high value. Individuals can avoid exorbitant probate costs and complexities by having an easily authenticated will or using investment vehicles that do not require probate.

Probate with a Will:
  • A deceased person with a will is known as a testator.
  • The executor, typically a family member, is responsible for initiating the probate process.
  • The executor files the will with the probate court, which officially appoints them.
  • The court validates the will and gives the executor legal power to act on behalf of the deceased.
  • The executor locates and oversees all the assets of the deceased.
Probate without a Will:
  • When there is no will, the court appoints an administrator to handle the estate.
  • The administrator follows similar steps, including authenticating the estate, paying debts, and distributing assets to inheritors.
Steps in the Probate Process:
  • Appointment: The process begins when someone asks the probate court to be appointed as the executor or personal representative.
  • Gathering Assets: The executor gathers information on the deceased person’s property.
  • Opening an Estate Account: A bank account in the name of the estate is opened.
  • Debt Payment: Debts and taxes are paid.
  • Distribution: Remaining assets are distributed to inheritors, and the estate is closed.
Remember that probate laws can vary by state, so it’s essential to consult local regulations and seek legal advice if you’re involved in the probate process. If you are in need of a referral for a local Probate/Estate Attorney, please let us know?  We can provide you with a list of Washington State attorneys that specialize in this service in your area. 

If you are looking for assistance in determining the estimated value of your Estate's Real Estate holdings, please fill out the form below and a member of our Probate team will contact you. 

Probate Real Estate Valuation Request:

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