Rule #1 for Executors: Keep the Beneficiaries Well-Informed

Serving as an Executor is certainly an honor, but it’s also a lot of work. You can easily overwhelmed by many responsibilities and forget that there are anxious beneficiaries waiting in the background.  While your priorities should remain focused on gathering the estate assets, paying the bills and filing the appropriate tax return, don’t forget to keep the beneficiaries advised as to how things are proceeding.  

Beneficiaries who feel left out of the loop can become quite impatient, suspicious and often difficult to deal with during the probate estate administration process.  These frustrations and suspicions can boil over into hostile and protracted legal battles.  However, if you exercise some common sense and stay in constant communication with the beneficiaries during the administrative process, a lot of these problems can be avoided.

Always Take the First Step

As soon as you begin to undertake the probate process, get in touch with the beneficiaries and let them know what to expect. Never wait for the beneficiaries to reach out and contact you first. A phone call, email or letter from you will go a long way towards ensuring that everything runs smoothly.  Remember, it’s impossible to tell them exactly how long the administrative process will take, but giving them an estimated timeframe is certainly helpful.  Likewise, if you’re engaging an estate attorney to assist you in the process, providing them with the attorney’s name and contact information can go a long ways toward alleviating any concerns they might otherwise have.

Stay Calm and Patient

Depending on the size and complexity of the estate, the probate process can quickly become burdensome and difficult. When you start to become frustrated, remind yourself that this whole process is probably new to the beneficiaries as well.  Answering some of the many questions that they may have might be time consuming, but it will go along ways toward ensuring that your administration proceeds smoothly. Answer their questions to the best of your ability and let them know about any new developments that may come up. 

If the beneficiaries start complaining or making accusations, don’t panic. Effective communication can generally ease a lot of the anxieties they may be feeling.  If you find yourself needing help to deal with particularly difficult beneficiaries, that’s really where the services of an experienced estate attorney can come into play.

American Wills & Estates is a locally founded, owned and operated law firm that has been assisting clients in Pittsburgh and throughout Western Pennsylvania through the Probate Estate Administration process with competency, compassion and care for over 26 years. 

WHY CHOOSE US?

●EXPERIENCE

Our attorneys have over 145 years of combined legal experience and our entire practice is focused exclusively on Estate Planning and Probate Estate Administration law.

●PRICE

Unlike most law firms, we provide the majority of our legal services on a flat fee basis.  You’ll know in advance exactly what our legal services are going cost and we do not expect to be paid until the estate administration process has been completed.

●CONVENIENCE

We have a number of convenient office locations and we also provide home, hospital, evening and weekend appointments upon request.

●CLIENT SATISFACTION

We strive to ensure that our clients are pleased with the legal services that we provide.  Read our many positive online client reviews .

So, if you’ve recently lost a loved one and are not sure where to turn for competent, caring and compassionate legal help, give us a call today at (412) 381-7370 to schedule your free legal consultation or visit our law firm online.  You’ll be glad you did.

 


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Our Services Include

  • Practice Limited Exclusively to Probate Estate Administration, Estate Planning and Real Estate law
  • We Provide the Majority of our Probate Legal Services on a Flat Fee Basis
  • We Offer Free Initial Consultations to all of our Clients
  • We Don’t Get Paid Until the Entire Estate Administration Process is Finished
  • We Guide our Clients Through the Probate Process from Start to Finish
  • We Have Multiple Convenient Office Locations
  • Home, Hospital, Evening and Weekend Appointments are Available Upon Request
  • Losing a loved one is hard enough and we strive to make the whole estate administrative process as simple, straightforward and stress free as possible

If you’ve recently lost a loved one and are trying to find a law firm to guide you through the Probate Estate Administration process, make sure that you speak with our law firm before hiring anyone else. Getting skilled, experienced and caring legal assistance from the start can make all the difference in the world in determining how smoothly and efficiently the estate administration process goes.

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Attorney Profile:

Attorney Welling received his undergraduate degree in Journalism and Communications from Point Park University in 1986 and his law degree from Duquesne University School of Law in 1992. He started the law firm of American Wills & Estates in 1997 and has practiced exclusively in the areas of Probate Estate Administration, Estate Planning and Real Estate law since that time. When not working, Lloyd can be found cheering on the Steelers, Penguins and Pirates; golfing… badly, or walking his three rescue dogs up and down the hills of Mt. Washington.

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Testimonials

We were extremely happy with the service that we received from Lloyd. He listened to our situation and explained everything to us regarding our will, power of attorney, and a living will, and the necessity of each of these documents. We highly recommend him and will go back to him for any future needs.

Susan S. - September, 2022