Ancillary Probate

Ancillary Probate The Pollock Firm LLC

The Pollock Firm LLC provides advice and counsel in matters of Estate Administration and Trust Administration. If you are the executor or the administrator of an estate that has real estate (or a business) located in state besides the one in which the decedent was domiciled, there is a good chance that you will have to deal with an ancillary probate. This means you may have to conduct an additional probate action in each state that the decedent owns such assets. For the most part, the process is usually not that complex, but the rules of each state must be followed when doing an ancillary probate, including payment of estate and inheritance taxes. Accordingly, it is usually advisable to hire local probate attorneys to handle the ancillary probate.

Some of the ancillary probate services available to clients include:

  • Preparation and filing of papers in Probate Court.
  • Preparation and filing of federal estate tax returns, state estate tax returns and state inheritance tax returns.
  • Securing of releases of tax liens and handling estate tax audits.
  • Safekeeping of property.
  • Special services in administering real estate or other kinds of assets.
  • Maintaining good relations with and providing a variety of financial and personal services to beneficiaries.
  • Creating accountings and reports to clients and beneficiaries.
  • Resolving and instituting Will contests.

Elizabeth Ketterson, Esq. is the probate lawyer in charge of the firm’s Estate Administration Department.

For more information on Ancillary Probate, please visit my blog: Kevin A. Pollock BLAWG

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