Why does probate take so long?

If you are the executor of an estate or a beneficiary waiting to receive inherited assets, you may be wondering, how long is the probate process? The entire proceeding can vary in length, but usually requires several months and can take longer than a year to complete. Knowing what to expect can help you plan accordingly during this court-supervised legal process.

Probate is the legal process that happens after the decedent dies. It involves going through the probate court to validate the deceased person’s will, pay off any outstanding debts, and distribute assets. The court process ensures the deceased person’s final wishes are carried out and creditors are paid before assets transfer to heirs and beneficiaries.

Shoup Legal has an expert team of estate planning attorneys in Temecula and throughout Southern California.  They guide clients through the following steps in the probate court process:

  • Filing the last will and testament and opening probate with the court
  • Notifying known creditors and beneficiaries
  • Inventorying assets
  • Paying valid debts and filing an estate tax return
  • Petitioning the court to approve asset distribution
  • Transferring assets to heirs according to the will

The length of probate can range quite a bit, from a few months for simple probate estates to over a year for large or complicated cases. On average, probate requires between 6-12 months to complete.



Common Reasons Why Probate Takes So Long

Creditor Claim Period

When the decedent passes away, their debts do not simply disappear. Creditors must be notified and may come forward to make claims against the estate, which can prolong the procedure. The executor or personal representative of the estate will need to ensure that any valid debts have been paid before distributing assets to the intended recipients.

Will Contests

When someone challenges the validity of the will’s instructions, it can add months or years to the probate proceedings before the court decides the outcome.

Tax Issues

Tax issues can also complicate the probate case. Depending on the size of the estate and the applicable tax laws, there may be estate tax or inheritance tax liabilities that need to be addressed. Failure to do so can result in penalties or legal issues down the line.


Additional Reasons Why the Probate Process Can Be Delayed

Probate Disputes and Litigation

Court proceedings can become complicated when disputes arise, leading to litigation and prolonged court battles. The most common reason for challenging a will is the lack of testamentary capacity, which refers to the ability of the testator to understand the implications of their actions at the time of creating the will. Another reason is undue influence, where an individual exerts pressure on the testator to change the will in their favor. Improper execution of the will or its incapacity due to lack of witness signature also leads to disputes.

Contested assets, such as disputes over property or finances, may also result in litigation and delay probate. During these disputes, it becomes necessary to establish clear evidence of ownership or the true intentions of the testator, which can be a time-consuming process.”It is not uncommon for probate disputes to become contentious, causing significant emotional distress and financial burden to the parties involved.”

If a will is disputed, the court enters a long process to determine the validity of the will, which can significantly extend the probate timeline. During this process, all parties involved will be required to present information and evidence supporting their claims, leading to lengthy legal battles and further delay.

The best way to avoid probate disputes and litigation is by working with an experienced estate planning attorney who can help draft a clear and legally valid will and ensure that all legal requirements are fulfilled.

Complex Estates Can Delay the Probate Process

One of the reasons why probate can take so long is due to the complexity of estate administration. This includes the nature and value of the estate’s assets as well as any outstanding debts. Complex estates are those that have multiple assets, such as real estate, investments, and personal property, which all need to be identified, appraised, and valued. Unusual assets can also present complications.

Additionally, estate debts also need to be resolved, including any outstanding loans, mortgages, or taxes. All this information is necessary for an accurate estate inventory and distribution of assets.

It’s also important to note that the involvement of multiple beneficiaries can further complicate estate administration. Each individual may have different interests and expectations in the distribution of assets, which can lead to disagreements and contestation of the will. Anyone with an interest in the estate of a deceased person can file an objection.

Overall, the complexity of estate administration is one of the main factors that contribute to the duration of the probate court process. It’s important to have a solid understanding of the estate’s assets and debts as well as working with knowledgeable professionals to prevent probate delays ensure an efficient and effective probate process.

Ongoing Estate Administration

An executor’s duties include things like marshaling assets, maintaining property, and corresponding with other individuals who stand to inherit from the estate. All this takes time.

The estate planning attorneys at Shoup Legal can advise you on the expected timeline and help take steps to keep things moving forward efficiently. While delays are common, there are some things you can do to help speed up probate:

  • Work with an estate planning attorney to prepare in advance, including having a detailed will and assembling asset records
  • Use alternatives like trusts or joint ownership to avoid court when possible
  • Ask the court to appoint a professional executor or advisor to take over complex administrative duties
  • Keep beneficiaries and other parties updated to prevent objections or claims
  • Distribute bequests and life insurance payouts early when allowed by state law
  • Pay all valid taxes and debts swiftly

The probate process ensures the orderly transfer of estate assets according to the deceased’s wishes. While probate can take many months, knowing what to expect and working closely with an experienced law firm can help make the process less stressful for you and your family. Contact Shoup Legal, probate attorneys in Temecula to discuss your situation and options.


Your Estate Plan and Probate Administration: FAQs

What is intestacy?

Intestacy is when someone dies without a valid will. The court will appoint an administrator to distribute the deceased’s property to heirs according to state law.

How long does probate last?

A more simple process may require about six to nine months, but a complicated court case can go through probate for a year or more. An attorney can advise you if there is any way to speed up the proceedings.

How can you avoid probate?

Ways to bypass probate include using living trusts, joint ownership, payable-on-death accounts, and transferring property by beneficiary designations. An attorney can help you with probate avoidance strategies.

How do I find a reputable probate lawyer?

Look for an attorney or law group who specialize in estate planning and probate law. Check credentials and read reviews. Meet with the attorney to discuss your situation and make sure you feel comfortable working with them.

What if there are claims against the estate?

Valid claims such as unpaid debts must be addressed during probate. The executor will use estate assets to pay creditors before distributing the remaining assets to beneficiaries.

When should you hire a probate lawyer?

It’s a good idea to meet with an attorney as soon as possible after the deceased person has passed. Taking care of the decedent’s legal obligations, distributing assets and paying taxes, following final wishes according to the will’s instructions, and managing complicated assets can require professional guidance. All of these steps can require waiting on a court decision. Hire a probate attorney to help you through the steps and complex legal issues. This helps ensure the process goes smoothly and could potentially speed up the probate process.

Prepare for the inevitable with proper estate planning so that your assets do not go into probate, leaving your family and friends without financial security. Shoup Legal can help you create a comprehensive estate plan. Contact our team by calling (951) 445-4114 or emailing [email protected] to get started.