The JGB Process
A Virginia Firm Handling Estate Planning & Probate
Probate can be daunting for the surviving family and the Personal Representative
or Executor. At the beginning of the probate process, a Personal Representative
encounters piles of paper and faces many decisions in the midst of a very
difficult time. Johnson, Gasink & Baxter, LLP (JGB) helps families
navigate the probate process so they can focus on their families instead
of forms, courts, and deadlines.
Learn more about the probate process below. If you need legal assistance,
contact our Virginia attorneys at 888.487.9899 to
schedule a consultation at one of our Virginia offices.
Our first step is to meet with the Personal Representative to review the
case. We will listen and learn about the will, the assets in the estate,
and any other circumstances that may affect the case. At the end of the
meeting, we will provide a quote for our legal fees to help administer
Once we are hired, we provide a copy of our proprietary handbook for estate
administration. This book guides the Personal Representative through the
entire process from start to finish.
- Sample forms
- A ‘playbook’ for what to expect
We coordinate your initial meeting with the Probate Clerk. We will prepare
you and your paperwork for the meeting and will send someone to attend
with you, when possible. We have found that our advice in this step alone
has saved clients a lot of time and thousands of dollars. With careful
guidance from JGB, this is a short and pleasant meeting without any surprises.
Various papers need to be filed in the first 30 days after qualification.
We prepare and proof the initial filings for the Personal Representatives.
All you have to do is approve and sign.
The first major filing of the estate is the Inventory. JGB helps you:
- Collect relevant paperwork
- Sift through confusing details
- Prepare the Inventory for your signature
- Coordinate the filings with the court
- Make sure everything is done within deadlines
Debts & Distributions
Personal Representatives can be stressed by not knowing what bill or beneficiary
should be paid or whose claim gets priority over the others. JGB provides
guidance to the Personal Representatives so that he or she knows when
it is appropriate to disperse funds.
The most onerous task in a typical probate is the Accounting, which requires
a Personal Representative to explain the status and disposition of every
cent of the estate to the Commissioner of Accounts. The accounting is
a complicated form. JGB helps collate and process the information, coordinates
with the assigned Commissioner so that the accounting follows local formatting
rules, and prepares the paperwork.
All the client needs to do is give us the statements and information, then
approve and sign the filing. We will make sure everything is correct and on-time.
Closing the Estate
JGB remains involved until the last cent is distributed and the Commissioner
of Accounts has closed the estate. A probate can last from six months
to more than three years. We will stand by your side until the estate
is done and you are released from your duty by the Commissioner.