Probate Services in Madison, Monona, Dane County, and surrounding areas.
Compassionate, Clear Guidance Through Probate
Losing a loved one is difficult enough without having to navigate the complexities of the probate process. At Underwood Legal, LLC, we provide compassionate and efficient probate services to help you settle your loved one’s estate with confidence and peace of mind.
What to Expect
1
Initial Consultation & Case Review
We begin by meeting with you to understand your unique situation and answer any questions you may have about the probate process. During this consultation, we’ll review key documents, identify the necessary legal steps, and explain what to expect. Our goal is to give you peace of mind and a clear roadmap tailored to your loved one’s estate.
2
Estate Administration & Court Filings
Once we’ve outlined your path, we handle the paperwork and legal filings required to open the estate with the court. We help inventory assets, notify beneficiaries and creditors, and manage deadlines, ensuring nothing falls through the cracks. Throughout this phase, we keep you informed and guide you through each step of administering the estate.
3
Asset Distribution & Estate Closing
After all debts, taxes, and obligations are resolved, we assist in distributing estate assets to the appropriate beneficiaries. We’ll help with transferring titles, preparing deeds, and making sure every detail is completed properly. Finally, we file the necessary paperwork to close the estate and bring the probate process to a smooth and efficient conclusion.
Our Probate Services Include
Estate Administration Guidance
We walk you through every step of administering your loved one’s estate, ensuring that all legal requirements are met. From organizing financial records and identifying assets to guiding you through timelines and court expectations, we provide clear, compassionate support.
Notifying Creditors and Beneficiaries
As part of probate, legal notice must be given to creditors and beneficiaries. We manage this process for you, ensuring proper notifications are sent and all responses are tracked and handled according to the law.
Handling Disputes and Will Contests
If disagreements arise between beneficiaries or claims are made against the estate, we provide skilled legal guidance and help facilitate resolutions. While we do not handle probate litigation in-house, we collaborate closely with trusted outside litigation attorneys when necessary, ensuring that your interests are protected and you have a strong team in place to handle complex disputes.
Filing Court Documents and Petitions
The probate process involves numerous filings and deadlines. We handle the preparation and submission of all necessary court documents and petitions, ensuring they are complete, timely, and compliant with Wisconsin probate law.
Managing Asset Distribution
We help inventory, value, and distribute estate assets according to the will or state law. Whether it’s transferring property titles or distributing personal belongings, we make sure every detail is addressed and properly documented.
Handling Real Estate in Probate
Real estate is often one of the most valuable and complicated assets in an estate. We assist with reviewing and clearing title issues, preparing deeds, and ensuring proper transfer of property ownership. Whether the property is being distributed to beneficiaries or sold as part of the estate, we work closely with local title companies and real estate professionals to make the process smooth, accurate, and compliant with Wisconsin law.