What Is a Probate Attorney and Do I Need One to Sell Estate Property?

The probate attorney’s job and how it helps you

A probate attorney is a valuable resource who works with the executor of an estate, sometimes called a “nominated personal representative,” regarding tax deadlines, outstanding debts, and the distribution of assets, Brislawn says.

There’s a wealth of estate planning information available online and through local bar associations, though comfort levels with this task varies. According to a 2024 survey by Caring.com:

• Just 32% of Americans have a will, representing a 6% drop from 2023 and the first decline in estate planning rates since 2020.
• Since 2023, 14% more US adults attribute their neglect of estate planning to “a lack of assets.”
• The proportion of white Americans with a will has fallen by 3% since 2020, whereas estate planning among Black Americans has risen by 19% over the same period.
• Young adults aged 18 to 34 are the only demographic that has not experienced a decrease in estate planning rates since 2020.

Brislawn says that it’s common for people to handle the probate process for a loved one on their own, but adds that “there’s a mixed bag of results, and if you screw it up, you’re liable. If you blow a deadline, you’re liable. If you fail to do a tax filing or pay creditors, you’re liable.”

“There are time frames that people have to be aware of; there are tax deadlines, creditor notices, veterans’ benefits, Medicaid reimbursement,” and more. “There are a lot of issues that may or may not apply to a given case, and so understanding the context in which probate occurs is critically important.”

Probate attorneys don’t just deal with residences. They also work with estates on investment properties such as duplexes, townhomes, and even commercial buildings. One of Brislawn’s clients has property that’s been operated for three generations as an automotive repair shop, which requires proper inspections and safety regarding oils, antifreeze, and other chemicals.

For real estate agents like Sue Smith, who specializes in probate and serves Loudoun County, Maryland, a probate attorney can offer valuable guidance, especially when there are disagreements among multiple heirs.

“They all have to sign a listing agreement. They all have to agree on me,” Smith says.

Best practices and resources for finding a good probate attorney

To find a good probate attorney, start by using lawyer rating services like Avvo.com or Martindale, which offer searchable databases by location and practice area. These platforms can help you identify qualified legal professionals in your area.

Additionally, consider asking friends, neighbors, and other advisors, such as accountants or real estate agents, for their recommendations. They may have valuable referrals and can help point you in the right direction.

Brislawn recommends meeting in person with attorneys who offer an initial no-cost consultation. “See if they’ll spend a little time to talk to you about the process and what they can do,” he says.

How probate attorneys get paid and how much they cost

Probate attorneys may be compensated in various ways, including hourly rates, flat fees, or a percentage of the estate’s value, depending on local statutes and regulations. In some cases, attorneys might offer flexibility in their payment structure based on the complexity of the estate and the specific needs of the client. Always clarify the fee arrangement and payment options with the attorney before proceeding.

If you live where probate fees are set by statute, costs can be higher. State law permits lawyers to charge a set percentage fee in Arkansas, Iowa, California, Missouri, Florida, and Wyoming. These fees can be disproportionately high because they are based on the gross value of the probate assets rather than the net value.

For example, if an estate includes a house valued at $300,000 with a remaining mortgage of $175,000, the lawyer’s fee is calculated on the full $300,000, not the $125,000 in equity the estate actually owns. The probate paperwork for transferring a $1 million house is essentially the same as for a $150,000 house, so the fee difference seems excessive.

To understand how high these fees can be, consider California’s statutory fee schedule for “ordinary” services. A lawyer can charge:

• 4% of the first $100,000 of the gross value of the probate estate
• 3% of the next $100,000
• 2% of the next $800,000
• 1% of the next $9 million
• 0.5% of the next $15 million
• “a reasonable amount” for anything over $25 million

(Cal. Prob. Code § 10810, 2024).

Under this system, probating a typical California estate with a gross value of $500,000 would cost $13,000 in legal fees — quite high considering the actual amount of legal work involved. The estate could save significantly by paying the lawyer an hourly rate instead.

Although each state varies, a good rule of thumb is that if a decedent owned land or had $100,000 or more in assets, probate is required, Brislawn says.

If the deceased had a transfer-on-death deed, a living trust, or if a house was held in joint tenancy with the right of survivorship, probate is generally not required. These arrangements allow the assets to pass directly to the beneficiaries without going through the probate process.

You also can avoid the probate process if you’re the surviving spouse of the deceased in a community property state. However, if you’re a child or other relative of the deceased in this situation, you’ll likely be headed to probate court.

How can an agent who has probate experience help in selling estate property?

Regardless of whether you have a probate attorney, a real estate agent with experience in selling estate property will be familiar with tasks such as registering the death certificate with the county courthouse, checking for liens, working closely with the title company, and ensuring that heirs have all necessary paperwork in order.

“I always check the title in all situations,” Smith says. “We want to make sure that we have a will that matches the signatories. I’ve had cases where I’ve had multiple family members signing on behalf of the person who has passed away.”

All the heirs should feel comfortable with the agent and agree on what to do with the property. Smith said she’s worked with one group of siblings where one was designated as her liaison, and in another situation, all five siblings wanted to be involved. “I confer with all five by email, and we conference call. Technology has really created beautiful links.”

Connect with a Top Agent

Selling a home can be a difficult process under the best of circumstances. Partnering with a top agent experienced in probate can help when selling a home after a death in the family.

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How you can assist the probate attorney and real estate agent

While each situation is unique, the best approach is to remember that both of these professionals are here to assist you by answering your questions and guiding you through the necessary steps.

“A lot of people don’t know where to start,” Smith says. “A lot of times there’s uncertainty as far as who wants what.”

She says she always comes prepared with recommendations for companies that will clear out a house entirely and have it professionally cleaned and staged before putting it on the market. She’s also sensitive to families who don’t want to go through that and would prefer selling the house as-is to distribute the proceeds as swiftly as possible.

“Things have to be ironed out before the listing starts. They have to work together,” Smith says, adding that the middle of a real estate transaction is not the time to bicker about a price.

Probate can take three months to more than a year, depending on the value of the estate and whether your state has adopted the ABA-approved Uniform Probate Code.

Losing someone you care about is tough, but staying in touch with family and the right professionals makes a big difference. It helps make sure everyone’s wishes are respected and everything is handled smoothly.

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