Estate Planning and Probate

Representative matters for Elizabeth Bleakley:

  • Petition court and open decedent’s probate estate with approximately $580,000 in assets, provide legal guidance to
  • executor, make court filings and appearances, and obtain order of discharge closing the estate after distribution of assets.
  • Represent decedent’s probate estate in litigation on undue influence, breach of fiduciary duty, and tortious interference with inheritance expectancy claims. Obtain settlement for client.
  • Estate planning for married clients and prepare related Wills, Powers of Attorney, and Living Wills. Hold formal signing event and ensure formalities are properly followed.
  • Provide guidance on and assist probate estate administrator with heirship, estate assets, inventory, and accounting. Attend related hearing.
  • Represent decedent’s estate in probate matter, including petition to court regarding sale of real estate and final report to close probate estate.
  • Review estate planning issues with client couple and prepare updated Will.