01 Sep Argentine Corporate Advisors
Argentine Corporate Advisors
Working Together Efficiently
Whatever your arrangement with the lawyer, there are a few things you can do to make your working relationship productive.
Get the lawyer information he or she needs. You’ll need to provide inventories and documents such as deeds, insurance policies, and tax returns. If you don’t, the case will be delayed.
Ask questions. Don’t be afraid to ask about anything you’re unsure of. But try to be efficient when you communicate. (If you’re being billed by the hour, this will save you money.) If you can, save up a few questions and ask them during one phone call or visit the lawyer. But if you are ever unsure about taking a particular action that will affect the estate—for example, you want to give a needy beneficiary his inheritance months before the probate case will close—get legal advice before you act.
Keep on top of how the case is going. The beneficiaries will probably call you, no the lawyer, when they get impatient about collecting their inheritances, so you’ll want to be able to explain what’s happening with the case and when they can expect their money. The lawyer can give you a list of important dates—for example, when is the cutoff for creditors to submit formal claims, and when will the final probate court hearing be held.