Will Lawyers

How to Avoid Probate Estate and Trust Litigation



So what kind of situations can lead to litigation in probate court? Well, the simple answer is many different things. However, I recently came across an article by an estate attorney in California that does a nice job of identifying 10 of the primary reasons folks end up in estate litigation.

Recently Experienced a Death in the Family? Here are Ten Things You Need to Know

 

A Deceased Person’s Power of Attorney is No Longer Valid 

People often confuse the fact that, if they were the deceased person’s agent under a Durable Power of Attorney while he or she was still alive, they can then use that same authority to go forward with the administration of the individual’s estate. But beware, that document becomes null and void after a person’s death. The authority to act on behalf of the estate is granted either by the person’s Last Will and Testament or by statutory law if there is no Will.

Millennials Need to be Educated on the Importance of Estate Planning

Estate Planning for Young Families

I came across this great article on why as attorneys we need to spend more time educating millennials on the importance of estate planning. So often in our practice we encounter young people who are just starting families of their own who come into our offices with respect to helping their own parents get their estate planning affairs in order.

LOW COST PROBATE ESTATE ADMINISTRATION LEGAL SERVICES IN PITTSBURGH AND THROUGHOUT WESTERN PENNSYLVANIA

If you’ve recently lost a loved one and are looking to hire an experienced and trusted Probate Estate Administration law firm at the right price, look no further. At American Wills & Estates we’ve been guiding clients in Pittsburgh and throughout Western Pennsylvania through the often difficult probate process with competency, compassion and care for over 25 years. So, what really sets our law firm apart? A number of things:

Is it Time for Your Estate Planning Checkup?

Estate Planning

So you've already done your estate planning and you're now good to go, right? Wrong. Even if you already have Wills, Power of Attorneys, Living Wills or even a Trust in place, don't just put everything aside and forget about it.

Like everything in life, changes happen. Because of that, we tell all of our clients that it's a very good idea to take a look at their estate plans every 3 to 5 years. Whether there's been a change in your family circumstances or perhaps even a change in the law, it's always a good idea to make sure that your documents are current and up to date.

Should You Have a No-Contest Clause in Your Last Will and Testament?

Will Lawyers and Will Attorneys

If you're concerned that one or more of your children or other intended heirs might try to challenge the provisions that you have set forth in your Last Will and Testament, you can have a no-contest clause added in the Will, but make sure you understand what it means and whether or not it's actually enforceable. Here's an article that I came across that does a nice job of explaining what a no-contest clause is and how it might work for you. Take a look.

Ensure Your Executor’s Success

March 24, 2017 by Lloyd A. Welling, Esq.

Typically and as part of your overall Pennsylvania estate plan, you will create a Last Will and Testament in which you will be naming and designating an Executor/Executrix to managing your affairs and oversee the probate process following your death. Obviously, this is an extremely important role and choosing the right person is essential. Likewise, there are some additional steps that you can take to give your Executor a head start in carrying out the probate process.

Estate Planning Lessons Learned

Estate Planning

Here's an article that I came across in Forbes magazine that really does a nice job of laying out why it's so very important to have at least a basic estate plan in place. The article relates one woman's personal story of what she learned about money and estate matters after her father's death. As she tells it, her father was good but complicated man and, unfortunately, he left her with a real mess to deal with when he died.

Client Testimonials

"My wife and I just completed our wills with American Wills & Estates. We also had POA's and Living Wills completed. They pointed out several items that we would not otherwise had thought of, but that were important issues to address. The process was very smooth and professional. I would highly recommend Mr. Welling and his staff to everyone."

Steve Amsdell - 01/2013

"Not only did we get personalized service like visits to my mother when she was to ill to travel but got the best advice possible. During this very difficult time Lloyd was a godsend. He took over and handled every detail to perfection. By choosing American Wills & Estates I was able to deal with the death of my mother while all the legal details were handled for me! I highly recommend American Wills & Estates for all of your estate needs. I continue to use them and always will."

Scott G Barbour - 04/2016

​"Complete and professional service from beginning to end. Made a confusing and emotional family matter bearable.  Highly recommend there legal services."

Steve S - May 2017

Steve S - 08/2017

"Highly recommended firm!!! Mr. Lloyd Welling, esq. is very professional, respectful and efficient:)"

Sunita Jayakumar - 12/2014

"The death of a loved one is never an easy thing to handle. However, the attorneys at American Wills & Estates made the process of organizing and administering my late mother's estate as simple and painless as possible. I would highly recommend American Wills & Estates to anyone facing the difficult and often painful ordeal of handling the affairs of deceased loved one."

Anonymous - 06/2006

"I'm very pleased that we selected American Wills and Estates to help my family through what is often a difficult process at best; from the initial set up of my elderly aunt's will and estate planning over five years ago; advice and council during her illness over the past two years; and ultimately step-by-step assistance in settling her estate after her passing earlier this year. They were there for me and my family through it all, and with friendly, supportive and sound advice. I highly recommend their services."

Anonymous - 11/2011

"In addition to being knowledgeable, he always kept me informed! If I had a question or just wanted to check on the progress of my probate matter, I always received a prompt response. I could not believe the amount of paperwork that is involved. I could not have gotten through this without Mr. Welling's professional help. If you ever need a reliable, trustworthy and honest lawyer, be sure to give Mr. Welling a call."

Martin Coyne - 01/2017

"Mr. Welling has been great in helping me with completing a very difficult estate. He has guided the procedures necessary where a successful conclusion is close at hand. I would and have recommended American Wills and Estates to others."

Frank Perman - 03/2016

"Hard working, professional, knowledgeable and returned my calls promptly and when he said he would. He is honest, straight forward, and will not try to lead you down a path where you spend a lot of money for nothing. He is practical and trustworthy. I HIGHLY recommend that you hire Lloyd Welling if you are searching for a good attorney!"

Elise Able - 06/2016

"I had a great experience with Mr. Welling. He got back to me within hours of my message. He was sweet, easy to talk to and got right to work on my case. I felt secure he knew what he was doing."

Maureen O'Halloran Sinko - 10/2015

"This firm helped us tremendously with executing my father-in-laws will. I've heard many horror stories about this process. But Lloyd made this painless and process went very smoothly and minimized the emotional toll on my wife. Now we both have our wills through American Wills & Estates."

Sam Walton - 03/2016

"They were the best Law Firm and very professional. Every time the situation felt like there was no hope they made us feel like we mattered and they cared about us and not just another client giving them money. I highly recommend this firm and would absolutely refer them to anyone that came into a unfortunate situation like we did. Oh and by the way we won the case because of all their hard work. You guys rock!"

Brandi Bryant - 11/2016

"Chose American Wills & Estates to have our documents done. First impressions are everything and they made the cut. Both Lloyd and staff were very personable and professional. They were easy to get to and parking was so much easier than going downtown. Their pricing is also very reasonable. I'd recommend them and use them again. Thank you!"

Mark Breisinger - 04/2016

"Through my difficult situation, I felt 100% satisfied with the one-on-one attention. They were always very organized, even though at times we weren't. Everything I needed to be taken care of was just that, with the extra knowledge of doing it more stress- free. I would recommend AW&E to anyone going through a difficult time."

Anonymous - 10/2008

"He made many suggestions and corrections that helped me prepare my Will. He also prepared my Power of Attorney and my Living will. I am always skeptical about Lawyers trying to talk me into something that I do not need to have. Lloyd was up front and honest. I will continue to use his practice."

Cindy Cohen - 10/2016

"The entire process from start to finish was completed in a matter of a couple emails. Atty Welling provided prompt and expert advice. Extremely satisfied with this law firm."

Sandra Powell - 12/2015

"Although I have not as yet had the opportunity to do business with American Wills & Estates, it has been my pleasure to know the owner, Atty. Lloyd Welling for most of his and my lifetime. He was then and is now; an articulate, caring and respectful young man. I look forward to working with him professionally in the near future."

Isa Bella - 03/2016

"He did a great job of explaining the intricacies of estate planning. My needs were very simple. He took the time to hear my concerns and present options for future consideration as I may need them. The office will help you create a living will for free and his prices are very reasonable. It's difficult to find trustworthy legal help that is not over-selling. I would highly recommend him."

Kari Sera - 12/2015

"You answered all my questions and offered advice, thank you again! Anyone ready to make their planning of their will and looking for a professional expert go see Lloyd Welling."

Tina Herceg - 04/2015

"Without American Wills & Estates, I could never have completed the many local,county and state requirements for opening & closing my late mother-in-law's estate.  Thanks for all the help guys."

Tom A. - March 2017

- 08/2017

"Mr. Welling is very kind and our experience was Great!. He helped us get through a very complicated time in our lives, very smoothly. I would recommend American Wills and Estates to anyone going through a difficult time or in need of excellent legal advice. Thank you A.W.E. !"

Donna Patterson - 03/2016

"I feel fortunate that our family was referred to American Wills and Estates who helped us through a very difficult time. We were in from out-of-town for my Sister's unexpected death and needed to get Power of Attorney and a Living Will for our Mother immediately. American Wills and Estates made the process easy and we felt that they had our best interest in mind. They were very caring and personable. I highly recommend them and I now ask myself why we didn't take care of these matters a long time ago."

Anonymous - 11/2011

"American Wills and Estates handled my mom's Will through the probate process quickly and at an affordable and reasonable rate.  Attorney Lloyd Welling was knowledgeable and handled everything efficiently. His advice and friendly manner made a difficult time much easier. Thank you Lloyd!"

Lori Merrit - 06/2017

Lori Merritt - 08/2017

"Lloyd Wellington is fantastic! Our family is so appreciative of his expert assistance, reliability and prompt handling of our wills. Highly recommended!"

Dawn Justice - 03/2015

"My parents and I have used AMERICAN WILLS & ESTATES in the past and will in the future.They are a Compassionate ,Professional ,and Highly Educated in the Law.This is a company I would not hesitate to refer to anyone."

Marcia Eich - 03/2016

"I called around to get an idea of pricing for wills, living wills & power of atty, and was quoted 500$ from other firms. I was not expecting less than half of the competitor's quotes. They were quick, efficient, friendly, (i could go on...). I would and will recommend them in the future!"

David Strell - 07/2016

"We highly recommend American Wills and Estates. You need not look any further. I wish to note that I first engaged Mr. Welling in 1997 as I served as the Executor of my grandmother's estate. His and his staff's manner, knowledge and professionalism was excellent then and still is today. Twenty years later, he and his firm continue to assist my family as I serve as an Executor for another relative. Mr. Welling and staff have expertly served our families for other legal matters as I identified above."

Thomas Hrabovsky - 11/2016

"Attorney Welling is extremely knowledgeable and takes the time to make sure the job gets done right. I would not hesitate to recommend him to anyone in need of estate planning or the handling of a decedents estate."

Steven Tabano - 08/2014

"Very knowledgeable and helpful with a difficult situation I was in. He helped me overcome the situation with a great solution. I will definitely be going to him again and highly recommend his services."

james Raimondi Jr. - 01/2017

"Absolutely The Best Law Firm That I Have Ever Dealt With. Very Professional! And Yet Treats You Like Family!"

Jonathan Goonen - 03/2016

"Meeting with Lloyd to plan the will, POA, and Advance Directive was great - he was flexible and worked to accommodate my wishes."

Michelle Kienholz - 06/2015

"Mr. Welling and his Associates had held my hand through a very hard time in my life. Walked me through a very complicated situation and took the risks for me. I HIGHLY recommend this Law Firm . A very caring and down to earth group of Attorneys. Yet I was treated as if I were part of their family!"

Dawn Culp - 03/2016

"I was overwhelmed with the thought of drawing up my will. I can say with certainty that dealing with Lloyd Welling and American Wills & Estates, the process could not have been any easier and smoother. Thank you for the great experience!"

Cindy Magri - 06/2015

"We highly recommend American Wills and Estates, specifically Lloyd A. Welling, Esquire. You need not look any further. His and his staff's manner, knowledge and professionalism was excellent then and still is today. Twenty years later, he and his firm continue to assist my family as I serve as an Executor for another relative. Mr. Welling and staff have expertly served our families for other legal matters as I identified above. Again, you need not look any further."

Tom & Jessica - 11/2016

"I highly recommend Lloyd Welling from American Wills & Estates. He recently helped my mother and I with my father's estate. I was a bit leery about employing the services of an attorney in PA as I live in CA. Lloyd put me at ease with his professionalism. He was prompt, honest, and provided us with excellent service. Lloyd resolved our estate issue quickly and efficiently."

Denise Jacobs Mcguire - 06/2016

"Knowledgeable, professional, efficient, compassionate and to the point. These are just a few of the words I would use to describe my recent experience with Mr. Lloyd Welling at American Wills & Estates. Whatever your needs may be involving the will and probate process, Mr. Welling is there to guide you every step of the way, as well as ensure you are being treated fairly and with respect."

Karen Flaherty - 08/2015

"Mr. Lloyd Welling ESQ. , is in my opinion a kind, honest, to the point individual, with a thorough knowledge of his profession and a incredible ability to make even the hardest of times easier to deal with. Extremely professional, accessible, efficient and a pleasure to work with. I have no reserves in recommending his services to anyone who has a need for estate planning or a will."

Ron Capozzoli - 04/2015

"I dealt with Lloyd Welling and he was great. When my dad died, Lloyd held my hand throughout the whole process and handled everything. He was very professional and explained everything that he did. I would highly recommend this firm. They also prepared a will for me (very reasonable fee)."

Jodie T. - 08/2010

"Open, honest, blunt and to the point! I'm ever so glad Mr. Welling is on my side. I made a wise choice. Always there when you need him and ever so good at easing the minds of those in very sad, confusing situations. Thanks!"

Dp Culp - 07/2013

"The attorneys at American Wills & Estates handled my late father's estate in a professional, caring and sympathetic manner. They made a difficult and stressful situation manageable. I would highly recommend their services to anyone experiencing the painful loss of a loved one."

CJR from Ligonier, PA - 12/2006