Closing Probate

1. Prepare Petition for Final Distribution and formal accounting (unless waived by all beneficiaries). Meet with client to execute the same. If accounting is waived, then we would need to prepare and send all Waivers to beneficiaries for their execution and return.
2. Prepare instructions for attorney service regarding filing of Petition and assigning hearing date.
3. Prepare Notice of Hearing and send to all parties with copy of Petition for Final Distribution.
4. Prepare original Notice of Hearing for filing with the Court.
5. Prior to Hearing, review probate notes over internet prepared by Court’s Probate Attorney/Examiner to determine any defects or additional information needed.
6. If required, prepare Supplement to Petition for Final Distribution and meet with client to execute the same.
7. Meet with Probate Attorney/Examiner to submit Supplement (if required), and Order for Final Distribution. Prepare instructions with each Order for probate clerk to return certified copies of the same to our office.
8. Appear at Hearing on Petition for Final Distribution.
9. Instruct client concerning distribution of assets to each beneficiary.
10. Prepare Receipts to send to each beneficiary with reconciliation of assets of estate since filing of accounting.
11. Prepare Application and Order for Final Discharge and submit to Court with all original Receipts from beneficiaries.
12. Send Final Discharge to client.