Estate & Financial Planning

Appleton Probate Attorney

Helping You Distribute Your Loved One’s Assets

Probate law is the legal process by which title to property is transferred to heirs by a court. It may be necessary to probate your loved one’s will after his or her death in order for you and other heirs to the estate to legally receive the assets you’re entitled.

The Appleton probate attorneys at Sigman, Janssen, Sewall, Pitz & Burkham have experience with estate planning claims, and we’re here for you. Call (800) 775-1441 or complete a free initial consultation form to find out how we can help your family.

Probate Assets

Assets held in a decedent’s name alone with no beneficiary or payable on death (POD) designation may be considered probate assets. Assets such as these may be required to be distributed through a probate court:

  • bank accounts held only in the decedent’s name
  • property owned by tenants in common
  • real estate solely owned in the decedent’s name

As probate lawyers, it’s our job to protect your rights by helping make sure the assets you’re owed are appropriately distributed to you.

Non-Probate Assets

Assets that may not be distributed through probate court may include items that are transferred by terms of document and create non-probate status, such as:

  • assets held in trust;
  • POD accounts;
  • real estate held in joint tenancy with rights of survivorship;
  • retirement accounts with beneficiary designations;
  • and so on.

Admitting a Will to Probate

Just because your loved one had a will does not avoid the need for probate. In fact, the will is needed to give direction to the probate court as to how probate assets should be distributed.

It’s essential to know that beneficiary designations and asset titling may trump language in the will. That’s why it’s important to regularly review beneficiary designations and asset titling to ensure that they’re consistent with your estate planning preferences and intentions.

After the death of a loved one, we’ll work closely with your family to determine what steps are necessary to properly distribute the assets of your loved one’s will. When a probate is necessary, our Appleton probate attorneys can help you and your family through the probate process. Call us today.