Your initial no fee meeting with Kirk D. Kaplan will last 30 minutes. He is a Tax Attorney and CPA with over 30 years of legal, accounting, and tax planning experience. Here is what to expect before and during the meeting:
1) Whether a probate is required. The property the deceased left, liabilities, existence of a Last Will and Testament, and family dynamics will be considered. We expect you will decide whether we will help you. At the same time Mr. Kaplan will decide if we will help you.
2) Before our meeting, we will send to you a probate questionnaire to be used during the meeting. We will assume you have reviewed the 55 Frequently Asked Questions About Probate on this page. The 10 minutes you spend reviewing the 55 questions will greatly help our meeting be productive.
3) The questionnaire asks basic information about:
a. You and your contact information,
b. The deceased (name, date of death, last will and testament, etc.),
c. Content of property and estimated values the deceased left behind. (See Q4),
d. Debts of deceased (credit cards, medical bills, etc), and
e. Who is related to the Deceased.
4) We do not ask for personal information such as Social Security numbers, etc. Your answers will give us an initial idea of how the estate may progress.
5) We will discuss our legal fees,and when they are to be paid.
Estimated values of Probate Property determines the level of probate required in Nevada. We WILL NOT use the estimated values to determine our fees based upon a percentage. For example, we understand estates worth $300,000 takes essentially the same amount of work as $1,200,000. If we quote our fees, it will be a flat fee for services in the Ordinary Course (See Q25). We have to have a good understanding of the structure of the estate and whether we want to help you. We will also discuss possible Extra-ordinary Services (See Q28). Our fees are paid from Probate Property and are due when a court orders (See Q27).
6) We will discuss our duties and responsibilities and your duties and responsibilities to the Estate.
Here is a step-by-step outline of what happens in a typical probate when we help.
- Create a map of how the estate will flow through the probate process, with a timeline and estimated closing date. This will include describing papers filed with the Probate Court.
- Help you organize what appears to be a disjunctive and infinite number of competing interests and demands.
- Plan actions toward reducing the time in the probate process and reducing your burden to answer to the court.
- Get the federal tax identification number for the estate.
- Counsel you on how to open an estate bank accounts, etc.
- Guide you on your duties and responsibilities in successfully and efficiently administering the estate. This will include giving you helpful responses to typical family member questions and/or demands.
- Properly noticing known and unknown creditors of the Estate; track creditor claims, and advise you on which claims to pay.
- Assist you in assembling and “Inventory” of Deceased’s property, or waivers thereof if applicable, and file them with the Court.
- Draft and file the closing petition. Voilà, the Probate is DONE!