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What Does a Probate Lawyer Do?

What does a probate lawyer do

A probate lawyer helps settle a person’s estate after death. They guide executors or personal representatives through the probate process, prepare and file court documents, help identify estate assets, address creditor claims and debts, handle legal disputes, and assist with distributing property to beneficiaries. Probate lawyers may also represent beneficiaries or other interested parties when disputes arise.

The exact role of a probate lawyer depends on the estate, state law, and whether the estate is straightforward or contested.

What Is a Probate Lawyer?

A probate lawyer, sometimes called an estate attorney, is a licensed attorney who handles legal matters related to administering a deceased person’s estate.

Probate lawyers frequently work with the executor or personal representative responsible for settling the estate. They may also represent beneficiaries, heirs, or other interested parties.

Understanding what probate court is can make the lawyer’s role easier to understand. Probate is a court-supervised legal process used to administer certain assets after someone dies.

If there is a valid will, the probate process generally follows the will’s instructions for probate property. If there is no valid will, state intestacy laws generally determine who inherits probate assets.

What Does a Probate Lawyer Help With?

The responsibilities of a probate lawyer vary depending on the estate. Common services include:

  • Preparing and filing probate court documents
  • Submitting the original will to the appropriate court
  • Helping establish whether the will meets applicable legal requirements
  • Assisting the executor with identifying and valuing estate assets
  • Advising the executor about legal responsibilities
  • Addressing creditor claims and estate debts
  • Assisting with required notices to beneficiaries, heirs, and creditors
  • Coordinating legal issues involving estate property
  • Handling or helping resolve probate disputes
  • Assisting with the distribution of probate assets
  • Preparing documents necessary to close the estate

A probate attorney does not necessarily perform every task personally. Executors, accountants, appraisers, tax professionals, financial institutions, and other professionals may also participate in settling an estate.

Does a Probate Lawyer File the Will With the Court?

A probate lawyer can prepare and file the documents necessary to begin probate, including submitting the original will when required.

The exact procedure differs by state and jurisdiction.

Once the appropriate probate proceeding begins, the court may determine whether the will can be admitted to probate and formally appoint an executor or personal representative.

If your family is unsure whether a will has already been submitted, see How to Find Out If a Will Was Filed in Court.

Why Is It Important to Find the Most Current Will Before Probate?

Before probate moves forward, the family should make a reasonable effort to locate the deceased person’s most recent valid will and any codicils. People sometimes create more than one will during their lifetime, and an older will may no longer reflect their final wishes.

Before assuming a will is the correct one, families should:

  • Check the date of the will
  • Look for any later wills or codicils
  • Search the deceased person’s important papers and secure storage
  • Contact attorneys who may have prepared estate-planning documents
  • Determine whether a will was previously registered or deposited with a court where permitted

Finding another will after probate has begun can create complications and, depending on state law and the circumstances, may require the court to determine which document should control.

If the family is uncertain whether it has located the most recent will, a Missing Will Search through The U.S. Will Registry may help determine whether information about another will or drafting attorney was registered.

Does a Probate Lawyer Help the Executor?

Yes. Helping the executor or personal representative is one of the primary roles of many probate attorneys.

An executor has significant responsibilities when administering an estate. Depending on the circumstances, these may include:

  • Locating the original will
  • Identifying estate property
  • Protecting estate assets
  • Obtaining valuations or appraisals
  • Maintaining financial records
  • Notifying beneficiaries and creditors
  • Addressing valid debts and expenses
  • Handling property transfers or sales
  • Distributing assets when legally appropriate
  • Providing required information to the probate court

A probate attorney can advise the executor throughout this process and help ensure required legal procedures are followed.

Can a Probate Lawyer Help With Estate Debts?

Yes. A probate lawyer can help an executor determine how creditor claims should be handled during probate.

This does not necessarily mean that family members become personally responsible for the deceased person’s debts. Generally, valid debts are addressed through the estate according to applicable law and the priority given to different claims.

Probate lawyers can also help determine whether a creditor claim is valid and whether it was submitted properly and on time.

Learn more about what happens to debt when someone dies.

Can a Probate Lawyer Help Prevent Executor Mistakes?

A probate attorney can help an executor understand legal responsibilities and avoid errors that could delay the estate.

For example, problems can occur when an executor distributes inheritances too early, misses required court filings, fails to properly address creditor claims, or does not maintain adequate estate records.

This can be particularly important when an estate contains real estate, substantial debts, business interests, complicated assets, or disagreements among beneficiaries.

Can a Probate Lawyer Handle Will Disputes?

Yes. Probate attorneys may represent executors, beneficiaries, heirs, or other interested parties when a dispute develops.

Probate disputes may involve:

  • Questions about whether a will is valid
  • Allegations of undue influence
  • Questions about the person’s mental capacity when the will was signed
  • Disagreements about the executor’s actions
  • Competing versions of a will
  • Disputes concerning estate property
  • Creditor claims

However, not every probate attorney handles litigation. A contested estate may require an attorney experienced specifically in probate or trust litigation.

What Happens If the Original Will Cannot Be Found?

A probate attorney can advise a family about its legal options when the original will is missing. However, the first challenge is often determining whether another original exists or where the will was kept.

Families may:

    • Search the deceased person’s important papers
    • Check secure storage locations
    • Contact attorneys the person may have used
    • Check the appropriate probate court
    • Search a will registry
Search now so your family can act with certainty

Begin Your Will Search→ The U.S. Will Registry

For a more detailed search process, see How to Find a Will.

Families can also conduct a Missing Will Search through The U.S. Will Registry to determine whether information about the location of a will or its drafting attorney was registered.

The Registry does not store the will itself. Its purpose is to help families determine where a registered will may be located.

Do You Always Need a Probate Lawyer?

Not every estate necessarily requires a probate lawyer. Requirements vary by state, court, and the circumstances of the estate.

A simple estate with few assets and no disagreements may be easier to administer than a large or complicated estate.

Legal assistance may be particularly valuable when:

  • The original will cannot be found
  • Someone contests the will
  • Family members disagree
  • The estate has substantial debts
  • The estate owns a business
  • Property is located in multiple states
  • The executor is unsure about legal responsibilities
  • Creditor claims are disputed
  • The estate may be insolvent

Because probate law is state-specific, an executor who is uncertain about the requirements should consider speaking with an attorney licensed in the state where the estate is being administered.

What Are the Benefits of Hiring a Probate Lawyer?

A probate lawyer can provide legal guidance during a process that many executors have never handled before.

Help With Court Requirements

Probate involves deadlines, notices, petitions, and other court requirements. An attorney familiar with the local probate process can help prepare the necessary documents and respond to court requirements.

Help Protect the Executor

Executors have legal responsibilities when managing estate property. Legal advice can help an executor understand those duties and avoid decisions that could potentially create liability.

Help Address Disputes

Family disagreements can make probate considerably more complicated. A probate attorney can explain the legal issues, communicate with interested parties, and, when necessary, represent a client in a probate dispute.

Help Handle Creditor Claims

Creditors may submit claims against an estate. A probate attorney can help determine whether those claims comply with applicable requirements and advise the executor about how valid estate debts should be handled.

Help Move the Estate Toward Completion

An attorney cannot guarantee that probate will be fast. Court schedules, creditor periods, tax matters, property sales, and disputes can all affect the timeline.

However, properly preparing documents and meeting legal deadlines can help prevent avoidable delays.

How Do You Find a Probate Lawyer?

If you need legal assistance with an estate, look for an attorney experienced in probate and estate administration in the state where the estate is being handled.

The American Bar Association Lawyer Referral Directory provides links to lawyer referral resources throughout the United States.

You can also contact your state or local bar association for assistance locating attorneys who practice probate and estate law.

What Is the Most Important Thing to Know About Probate Lawyers?

A probate lawyer helps an executor, beneficiary, or other interested party navigate the legal issues involved in settling an estate. The attorney’s role may include court filings, estate administration, creditor claims, property distribution, and probate disputes.

Not every estate requires the same level of legal assistance. The need for a probate lawyer depends largely on state requirements, the complexity of the estate, and whether legal disputes arise.


Editorial Review:

This article was prepared by estate planning researchers and reviewed by S. Miller and staff. With more than 25 years of experience in estate planning documentation and probate processes, our editorial oversight ensures clarity and accuracy. This content is provided for informational purposes only and does not constitute legal advice.

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