Clients are often very hostile to the need to go through probate.
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Get it written →Clients are often very hostile to the need to go through probate. Especially between spouses, they feel that it is just “money-sucking lawyer leaches” over-complicating the process. Often times paralegals are the first line of communication that has to deal with this hostility so it is very important that you be able to briefly explain why a probate consultation is needed with the attorney.
Find someone to interview who has had a family member pass away that they are very familiar with the estate and legal affairs of, such as of a spouse or parent.
In an original post, answer the following:
Did they go through any probate, and if not, why not?
If they did not go through any probate, what reasons can you give them about why they might need to go through probate?
If they did go through probate of any type, summarize what they say their experience was?
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