Probate & Estate Administration

When a loved one dies, families are often left to manage legal and financial responsibilities while still grieving. Executors and family members may feel overwhelmed, unsure of what must be done, or worried about making mistakes.

At Dublin Packard Elder and Estate Attorneys, we guide families through probate and estate administration with clarity, efficiency, and compassion—so they can focus on honoring their loved one and supporting each other.

 

When Probate or Estate Administration Is Required

You may need probate or estate administration assistance if:

  • A loved one has died and left a will

  • Someone must be appointed as executor or administrator

  • Assets need to be transferred, sold, or distributed

  • Debts, taxes, or creditor claims must be addressed

  • Family members have questions or disagreements

  • You want to ensure everything is handled properly and fairly

Even relatively simple estates involve legal steps and deadlines. Guidance can help prevent delays and disputes.

How We Help

We assist executors, administrators, and families through each stage of the process, which may include:

  • Filing probate documents with the appropriate court

  • Advising executors on their duties and responsibilities

  • Identifying and valuing estate assets

  • Assisting with creditor claims and tax matters

  • Coordinating distributions to beneficiaries

  • Helping resolve questions or conflicts that arise

Our goal is to make the process as smooth and efficient as possible while protecting executors from unnecessary risk.

Common Mistakes We See

  • Missing required filings or deadlines

  • Distributing assets too early or incorrectly

  • Failing to address debts or tax obligations

  • Poor communication among family members

  • Executors unintentionally exposing themselves to personal liability

Careful guidance helps avoid problems that can prolong the process or create conflict.

How Probate & Estate Administration Fits With Other Services

This work often connects with:

  • Estate Planning, when reviewing and carrying out a loved one’s plan

  • Trust Administration, if trusts are involved

  • Elder Law, particularly when a surviving spouse requires ongoing planning

  • Asset Protection and Long-Term Care Planning, for beneficiaries moving forward

Many families continue working with us after probate to plan for the next generation.

 

Here When You Need Us

 

You don’t have to navigate probate alone, and you don’t need to have everything figured out before reaching out.

If you’ve been named an executor—or have questions about what comes next—we’re here to guide you through the process with care and confidence.

As a first step, schedule a brief introductory phone call.  In this 20-minute phone call, you will provide a brief overview of your needs, and we will let you know how we can help.