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Common Probate Issues

Posted on April 25th, 2025

The probate process is often complex and can raise various legal challenges. It involves administering a deceased person’s estate, validating their will, paying debts, and distributing assets to beneficiaries. While the process is meant to be straightforward, several issues can arise that complicate matters, from disputes among beneficiaries to challenges in interpreting the will. Understanding these potential problems and how to address them is crucial for anyone involved in probate. Below are some frequently asked questions (FAQs) about common issues that can arise during the probate process.

What Happens If There Are Disputes Over The Validity Of The Will?

One of the most common issues during probate is a challenge to the validity of the will. A will contest can arise for several reasons:

  • Undue Influence: A beneficiary or family member may claim that the decedent was coerced into making certain provisions in the will, such as leaving assets to someone they would not normally have chosen.
  • Lack of Testamentary Capacity: If a beneficiary believes that the decedent was not mentally capable of making a valid will (e.g., due to dementia or other mental impairments), they may challenge the will’s validity.
  • Improper Execution: If the will was not properly signed or witnessed according to the state’s requirements, it may be contested. Some states have strict guidelines about the number of witnesses and how the will should be executed. When disputes over the will arise, probate proceedings can be delayed significantly, and additional court hearings and legal costs may occur. If you’re facing a will contest, it’s essential to consult with a probate lawyer who can help you navigate the dispute and protect your interests.

What If There Are Issues With The Estate’s Debts And Liabilities?

During probate, the estate is responsible for settling any debts and liabilities of the deceased person. However, complications can arise when there are disputes over the validity or amount of those debts. Common issues include:

  • Disagreements over Creditor Claims: Creditors may submit claims against the estate for unpaid debts, and the executor must determine which claims are legitimate. If there are disputes over whether a debt is valid or the amount owed, these disagreements must be resolved before the estate can be distributed.
  • Insolvent Estate: If the estate doesn’t have enough assets to cover all debts, the estate is considered insolvent. In this case, the executor must prioritize the debts to determine which creditors will receive payment. This can result in conflicts among creditors or beneficiaries.
  • Tax Issues: If the decedent owed taxes or the estate has to file a final tax return, these matters must be handled before the estate can be closed. Tax disputes can delay the probate process. Resolving issues related to debts and taxes can be time-consuming and may require professional help from an accountant or tax attorney. A Kalispell, MT probate lawyer can assist with navigating these complexities and ensuring that debts are settled properly.

What Are The Challenges In Administering The Estate?

The executor or personal representative of the estate has a fiduciary duty to administer the estate in accordance with the decedent’s wishes and in the best interest of the beneficiaries. However, complications can arise, such as:

  • Executor Mismanagement: If the executor is mismanaging the estate, either due to negligence or self-interest, beneficiaries may raise concerns or file a petition with the court. This could involve improper handling of estate assets, failure to pay creditors, or not distributing assets according to the will.
  • Conflicts Between Beneficiaries: Disagreements among family members or beneficiaries regarding the distribution of assets can cause delays. For example, one beneficiary might believe they are entitled to more than what the will specifies, or multiple beneficiaries might want the same property.
  • Asset Valuation Disputes: If there is a lack of clarity regarding the value of estate assets, such as real estate, personal property, or investments, disputes may arise. Executors may need to hire appraisers or other professionals to determine fair market values, which can lead to delays and extra costs. Having an experienced probate lawyer by your side can help resolve disputes, ensure that the estate is administered properly, and avoid conflicts between beneficiaries.

What If There Are Issues With Distribution Of Assets?

Once the debts and taxes have been settled, the executor is responsible for distributing the estate’s assets according to the decedent’s will. However, there can be several issues with the distribution process, including:

  • Failure to Follow the Will’s Instructions: If the executor does not follow the specific instructions in the will, it can lead to disputes. This can happen if assets are not distributed as outlined or if certain beneficiaries are left out by mistake.
  • Asset Distribution Delays: If the probate process is delayed, beneficiaries may not receive their inheritance promptly. This can be due to a variety of factors, including unresolved disputes, complex estate assets, or difficulties in selling estate property.
  • Contesting the Distribution: Beneficiaries may contest the distribution if they believe the will was not followed, if the estate’s assets were improperly valued, or if they believe there was an error in dividing the assets. To avoid these issues, it’s important that the executor is transparent with all beneficiaries and that the probate process is handled efficiently. A probate lawyer can assist with ensuring that assets are distributed fairly and according to the decedent’s wishes.

Contact A Probate Lawyer For Legal Help

The probate process can be complicated and fraught with challenges, from will contests to disputes over asset distribution. If you are dealing with any issues during probate, consulting with an experienced probate lawyer is essential. A probate attorney can help guide you through the process, resolve disputes, and ensure the estate is administered correctly. Whether you are an executor, a beneficiary, or someone contesting a will, a probate lawyer can provide invaluable assistance. Contact Silverman Law Office, PLLC today to discuss your case and explore how they can help you navigate the legal complexities of probate.

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