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Knowledgeable Aging

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Probate – Part 2 of 2

Here’s What You’ll Learn:

  1. Quick refresh from Part 1: What is Probate, Probate Assets, Probate Process and How to Pick a Personal Representative
  2. So lets say someone passes away. How does the family begin the probate process?
  3. Where does this information/documentation get filed?
  4. What if the person named to act as Personal Representative does not want to take on the job? Do they have to?
  5. Let’s say I’m named as Personal Representative of someone’s Will and they pass away. Do you have any basic pieces of advice, or maybe one or two nuggets that our audience can take away?

Listen to the Podcast

  • 1:35 – Recap of Probate – Part 1 of 2
  • 7:32 – If someone passes away, how to start Probate process
  • 11:35 – How has Covid impacted the Probate process
  • 16:14 – Where does documentation get filed
  • 19:38 – Legal requirements and role of Personal Representative
  • 27:04 – Can the courts remove a Personal Representative
  • 28:34 – Reasonable compensation and Personal Representative
  • 30:57 – Nuggets and being named as Personal Representative
  • 33:50 – Probate and Digital assets
Lindsey Sarowitz

Lindsey B. Sarowitz has been with Handler & Levine, LLC, since 2013.  Ms. Sarowitz is an associate with the firm, and regularly represents individuals, including Federal government employees, in preparing their estate plans, consisting of wills, trusts, powers of attorney, health care directives and other estate planning documents. She also represents Estates and Trustees in regard to decedent’s issues, helping guide families through probate and trust administration following the loss of a loved one.

Ms. Sarowitz graduated from American University in Washington, D.C. with a degree in Justice.  She received her law degree from Thomas Jefferson School of Law, in San Diego, CA. Ms. Sarowitz is a member of the Bar in Maryland, Virginia and the District of Columbia, and practices regularly in all jurisdictions.  She is originally from New York, and currently lives in Bethesda, Maryland.

Learn More

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Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

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