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Heritage Tree LogoWhat Does a Probate Lawyer Do in Pennsylvania?

Hiring a probate lawyer may be one of the most important steps of the execution of an estate plan. Continue reading and reach out to our experienced and dedicated Butler County probate attorneys today to discuss your options. We are on your side no matter what.

What is a probate lawyer?

A probate attorney is a state-licensed lawyer that closely works with the executors and the beneficiaries of an estate to resolve the legal matters of a decedent. In special circumstances, probate can be avoided entirely if all the decedent’s assets have been placed in a trust. A trust can supply an easy transfer of property outside of court and legal proceedings.

Do not wait to reach out to our firm today if you would like to learn more about probate and the role of a probate lawyer. Our legal team is on your side.

What does a probate lawyer do?

A probate lawyer has several responsibilities. Some of the common duties a probate lawyer has to assist an executor and beneficiaries during the probate process include the following:

  • Gathering proceeds from life insurance policies
  • Getting appraisals for the decedent’s real property
  • Helping in the payment of bills and debts
  • Preparing and filing all documents required by a probate court
  • Recognizing and securing estate assets
  • Deciding if any estate or inheritance taxes are due, and making sure those debts are satisfied
  • Resolving income tax issues
  • Managing the estate checking account
  • Transferring assets in the decedent’s name to the appropriate beneficiaries
  • Making a final distribution of assets to beneficiaries after all bills and taxes have been paid

What are the differences between a probate lawyer and an estate lawyer?

A probate lawyer is also referred to as an estate attorney and is generally involved in many ways depending on the individual circumstances of that estate. Their involvement usually heavily relies on the worth of the decedent’s assets and whether or not they had a last will and testament at the time they passed away. In circumstances where no will exists, beneficiaries will likely file claims and pursue legal action to obtain what they believe they are authorized to. In cases where there is a will, challenges may arise as to the validity of the will, also causing possible litigation.

It is in your best interest to reach out to our skilled Butler County estate planning & probate attorneys today to learn more about your options. Our firm is on your side, we are just one call away.


Friedman Schuman is an experienced and dedicated legal resource for clients throughout Pennsylvania. We proudly serve clients facing a wide range of legal matters. If you require the services of an effective attorney, please contact Friedman Schuman today to schedule a consultation.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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