8 Tips to Simplify your Probate Application Process

8 Tips to Simplify your Probate Application Process

Last Updated on June 27, 2022 by azamqasim

Probate can be confusing and overwhelming, especially if it’s your first time going through the process or you find yourself in charge of someone else’s estate. That’s why it’s essential to think and consider a few things before filling out the application so that the process becomes less complex as it progresses.

This blog mentions the vital tips that can help you know how to ease and simplify the process of application.

Ways to make Probate Application Process Easy

1. Contact an estate lawyer

A probate lawyer is a specialist in wills and estates who can help you through these complex tasks. Start by making sure you have a good estate attorney and letting them guide you through your application process. Your attorney should be able to help and walk you through your options and how each option can affect your family’s future.

2. Ask what’s their fees

Make sure that you understand the fee structure. It would help to ask about probate fees and legal fees before retaining a lawyer. Ask the specialists if there are any other charges associated with your case. For example, if a will is needed, ask if there is an additional charge for preparing it. You should consider clarifying how long it will take to start with the proceedings and what you can expect from them at each stage of representation.

3. Who can get included in the will

Before you start filling out forms and applying for probate, it’s a good idea to make sure that you understand who exactly needs to get included in your will. In particular, be sure that you include any children or other family members—and that these people know about your plans for post-death distributions. You should also contact an estate attorney if you have children under 18 and want to name anyone besides their legal guardian as a beneficiary. After all, minors can’t own property on their own.

4. Ask how long will it take

The probate process can be complex if you aren’t familiar with it. When making an appointment with a probate lawyer, ask how long they think it will take them to go through your closed one’s estate and letters of administration. Determine if they have any suggestions to make things easier for you and your family.

Start by asking your lawyer how long they think probate will take. It’s better to be realistic and know it might take longer than you initially thought. Because if you schedule an appointment with your lawyer and ask how long it will take, they should be able to give you a rough idea.

5. Find which forms you’ll have to fill

The application process for probate can be confusing and time-consuming, but you must understand all aspects of your loved one’s estate before you get started. The first step is knowing which forms to fill out; begin by contacting a probate attorney who can advise you on which documents and forms you need for probating an estate.

6. Get your paperwork together

Although it can be frustrating, there’s no way around it—you need your loved one’s most recent bank statements, a list of their assets and debts, and more. Make sure you have all of these documents available before applying for benefits.

You should make copies of everything in case something gets lost. You can also get help from an attorney or probate professional who will guide you through every step of filing for benefits on behalf of your loved one. It will cost money but is worth it if you want to make the probate application process easier and accessible.

7. Read carefully before signing

It’s an old yet crucial rule of thumb: Read everything like letters of administration you sign before putting your John Hancock on it. Don’t just read it once; make sure you go through every page carefully and ask yourself if there’s anything that you don’t understand or want to be changed. Once signed, a document is usually binding and difficult or, say, impossible to change.

8. Seek reassurance & clear queries along the way

The application process can be long and time-taking, so you must understand what is required from your side at every stage. Be sure to seek reassurance from your attorney when needed and ask all of your questions along the way. This way, any uncertainties that may arise will be dealt with and rectified quickly and efficiently before they cause any further issues.


The probate application can be complicated, especially for non-specialists who don’t hold much expertise in this field. If you are among those people, we, the experts of Probate Consultants, will advise you to reach out to us and get all your probate application complexities solved and simplified in one go.

Read More: Is A Trust Necessary For Estate Planning?