Jack has come up with a plan to distribute his mother’s estate to the various people she named in her Will.  He included that with the Final Accounting he prepared for the probate court supervising the administration of his mother’s estate.

Of course, that is not the end of the story.  Nobody’s actually gotten any money.  And that’s how it is supposed to be.  Before Jack can distribute the money, he must receive approval from the court to do it as planned.

To get approval, he may make a Motion for Approval of Final Accounting and Distribution.  Notice of that motion must be sent to all interested parties as shown on the list the court has for notices of its proceedings.  Among others, that list may include all heirs his mother named in the Will and Jack’s sister who will not inherit under the Will. 

Those people then have the opportunity to object at a hearing if they believe there is a problem with the plan or Jack’s records.

To plan your estate to help minimize or eliminate probate and its costs, call our office at (815) 436-1996 for an appointment to begin planning or to review your current plan to be sure it will accomplish your goals.  ©2013 Gruber Law Office, Ltd.