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Probate Law

Your Alabama Probate Attorneys

At Bachus, Brom & Taylor, LLC, we specialize in guiding individuals and families through the probate process. Our Birmingham, AL probate lawyer aims to make the legal process of estate administration as smooth and stress-free as possible. We understand that dealing with the loss of a loved one is challenging, and our goal is to provide compassionate and efficient legal services to help you navigate this complex process. Contact us today to learn how we can help you conquer the probate process with efficiency and care. 

Table Of Contents


  • Probate And Will Problems
  • 10 Common Misconceptions About Probate Law
  • Probate Infographic
  • Probate FAQs
  • Probate Lawyer In Birmingham, Alabama
  • Contact Our Birmingham Firm Today

Knowing The Probate Process

The probate process is the legal procedure through which a deceased person’s estate is properly distributed. In Jefferson County and across Alabama, this process involves valuing the deceased’s will, appointing an estate executor or personal representative, assessing the estate assets, and distributing them according to the will or state law. Our role is to ensure that all aspects of estate administration are handled with the utmost respect and attention to detail.

Role Of A Personal Representative

A personal representative plays a crucial role in the probate process. They are responsible for managing the estate, including gathering and valuing assets, paying debts and taxes, and distributing the remaining assets to the beneficiaries. As your probate law attorney, we provide guidance and support to personal representatives to ensure they fulfill their fiduciary duty effectively and in accordance with the law.

Handling Estate Assets And Creditor Claims

Managing estate assets—such as real estate, bank accounts, and personal property—can be a complicated task. We assist in valuing these assets and ensuring they are managed correctly throughout the probate process. Additionally, handling creditor claims against the estate is a critical aspect of estate administration. Our legal team is here to make sure that all legitimate claims are addressed and that the estate is protected against undue influence or invalid claims.

Probate Litigation And Estate Tax Issues

In some cases, disputes may arise during the probate process, leading to probate litigation. This could involve contesting a will, disputes among beneficiaries, or issues related to the fiduciary duties of the personal representative. We have experience in probate litigation and work diligently to resolve disputes while looking out for the best interests of our clients. Moreover, we provide advice on estate tax issues to ensure compliance with both state and federal laws.

Ancillary Estates And Estate Planning

For those who own property in multiple states, an ancillary estate may need to be administered in addition to the primary estate. Our firm is equipped to handle these additional complexities. Furthermore, our legal services extend beyond probate to estate planning, including the preparation of living wills and living trusts, to help clients plan for the future and ensure peace of mind.

Comprehensive Estate Administration Matters

Our approach to estate and trust administration matters is holistic, covering everything from the initial filing in probate court to the final distribution of assets. We provide personalized attention to each case, ensuring that every aspect of the estate administration process is handled with professionalism and sensitivity.

Our Office Can Help Guide You

At Bachus, Brom & Taylor, LLC, we are committed to providing top-tier legal support in probate and estate administration matters in Alabama. If you are seeking an Alabama probate lawyer, please reach out to us. We are here to assist you through every step of the probate process, ensuring that your loved one’s estate is administered effectively, respectfully, and in accordance with their wishes.

Probate And Will Problems

In the context of the Alabama probate process, dealing with will contests and disputes can be a complex and emotionally charged situation. We recognize the challenges that individuals and families may encounter during these difficult times, and we are committed to providing expert assistance.

Will Contests And Disputes

In Alabama, will contests and disputes often arise when individuals or parties question the validity of a will or raise concerns regarding its execution. These disputes can encompass a range of issues, including lack of capacity, undue influence, fraud, improper execution, ambiguity, disinheritance, and will revocation. To avoid this, it is crucial you work with a skilled lawyer who can guide you through each step of your estate plan. If you are dealing with the probate process already, it is helpful to work with a lawyer you can trust throughout the process.

How A Probate Lawyer Can Provide Support

When facing will contests and disputes within the Alabama probate process, the assistance of an experienced probate lawyer is invaluable. Our probate lawyers possess a deep understanding of Alabama’s probate laws and regulations. We can assess the validity of claims and provide expert guidance on the most appropriate course of action.

Mediation And Negotiation

Whenever feasible, our Alabama probate lawyer strives to reach amicable resolutions through mediation and negotiation. We work diligently to find common ground among interested parties, aiming to avoid protracted and emotionally taxing courtroom battles.

Litigation Representation

In cases where disputes cannot be resolved through negotiation, our skilled litigators are prepared to vigorously represent your interests in court. We build robust cases, gather evidence, and advocate on your behalf to protect your rights and ensure the proper execution of the testator’s wishes.

Asset Protection

We take measures to safeguard estate assets during disputes, ensuring they are not dissipated or depleted during the resolution process. This includes overseeing responsible asset management until disputes are resolved.

Clear Communication

Transparent and open communication is essential. We keep you informed throughout the entire process, explaining your options, risks, and potential outcomes to enable you to make informed decisions. Our goal is to resolve will contests and disputes efficiently, minimizing delays in the probate process and providing closure for all parties involved.

Let Us Guide You Forward

In the challenging circumstances of will contests and disputes during the Alabama probate process, we are here to provide you with the guidance, support, and legal expertise you need. Our dedicated team of probate lawyers is committed to helping you navigate these complexities with compassion and professionalism. 

If you find yourself facing will contests or disputes in the Alabama probate process, do not hesitate to reach out to us. Together, we can work towards a resolution that protects your interests and respects the wishes of your loved one. Contact Bachus, Brom & Taylor, LLC, today to schedule a consultation and take the first step toward finding a solution to your probate challenges. When you are ready to move through this and get to the other side, call to speak with our trusted Birmingham probate lawyer for help. 

10 Common Misconceptions About Probate Law

Probate law can be confusing and often misunderstood for many individuals, however working with our Birmingham probate attorney can help to have a greater understanding of the process. Probate is the legal process that occurs after someone passes away to distribute their assets and settle their debts. Unfortunately, there are several misconceptions surrounding probate law that can lead to confusion and anxiety during an already challenging time. 

Probate Is Always A Lengthy And Costly Process

Contrary to popular belief, not all probate cases are lengthy and expensive. While some complex estates may require more time and resources, many probate proceedings can be relatively straightforward, especially with the guidance of an experienced lawyer. Quick and cost-effective solutions are possible when handled efficiently.

Everything Goes Through Probate

Many people believe that all assets must go through the probate process. In reality, certain assets, such as jointly owned property, life insurance policies with beneficiaries, and assets held in trusts, may bypass probate entirely. Understanding the distinction between probate and non-probate assets is crucial for effective estate planning.

Having A Will Avoids Probate

While a will is an essential estate planning document, it does not eliminate the need for probate. Instead, a will outlines your wishes for the distribution of assets and appoints an executor to oversee the process. Probate is still necessary to validate the will and ensure its proper execution.

Probate Lawyers Are Only Needed For Disputes

It’s a common misconception that probate lawyers are only required when there are disputes or challenges to a will. In reality, seeking legal counsel early in the probate process can help streamline the proceedings, reduce errors, and avoid potential conflicts.

Probate Is Always A Public Matter

Some believe that probate is an entirely public process, exposing all your financial details to the world. While probate records are generally accessible, there are ways to maintain privacy through strategies like trusts or non-probate transfers.

The Executor Inherits Everything

Executors play a critical role in probate, but they do not automatically inherit the deceased’s assets. To ensure that all beneficiaries receive their rightful shares, the executor has the important duty of managing and distributing the estate in accordance with the will and/or state law.

Probate Is Only About Assets

Probate involves more than just asset distribution. It also includes settling debts, paying taxes, and addressing any outstanding obligations of the deceased. Neglecting these aspects can lead to legal complications down the road.

Probate Is the Same In Every State

Probate laws can vary significantly from one state to another. What may be true for probate in one state might not apply in Alabama. It’s crucial to consult with our estate attorney who is well-versed in your specific jurisdiction’s laws.

Probate Is Always Contentious

While disputes can arise during probate, not all cases end up in bitter legal battles. With proper planning and open communication among beneficiaries, many probate cases can proceed amicably.

Probate Is Unavoidable

Some individuals believe that probate is an unavoidable fate. However, with careful estate planning and the guidance of an experienced probate lawyer, you can take steps to minimize the assets subject to probate, ensuring a smoother and less burdensome process for your loved ones.

Get The Guidance You Need

Understanding these common misconceptions can help to demystify what can be a complicated process. We are committed to providing you with the knowledge and guidance you need to make informed decisions regarding probate matters. If you require assistance with probate or estate planning, don’t hesitate to reach out to us. Our experienced lawyers are here to assist you every step of the way, ensuring your wishes are honored and your loved ones are protected.

Contact Bachus, Brom & Taylor, LLC today to schedule a consultation with our knowledgeable Birmingham probate lawyers. Let us help you navigate the probate process with confidence and peace of mind. Your future and the legacy of your loved ones deserve the attention and care of experienced legal professionals.

Probate Infographic

Birmingham Probate Law Statistics

According to a survey conducted by Caring.com, more than 60 percent of Americans do not have drafted wills or other estate planning tools in place.

It is important to realize that if you do not have an estate plan in place specifying what should happen to your estate when you die, it will be distributed according to Alabama law – and not necessarily how you would want it distributed. There is also the high risk of a long and dragged-out probate process if family end up fighting over the state.

To avoid this legal and financial mess and ensure your family is protected, call our office to speak with one of our Birmingham probate attorneys.

People without an estate plan

Estate distribution

Risks without an estate plan

Probate FAQs

What Is Probate, And Why Is It Necessary To Hire A Probate Lawyer?

Probate is the legal process through which a deceased person’s estate is administered and distributed to beneficiaries according to their will or state law. Hiring our Birmingham probate lawyer at Bachus, Brom & Taylor, LLC is necessary to meet all legal requirements and protect the interests of the deceased person’s heirs and beneficiaries.

What Are The Different Ways A Probate Lawyer Can Help Clients?

A probate lawyer can assist clients in various ways, including:

  • Estate Administration: Guiding executors or administrators through the probate process, from filing the initial petition to distributing assets to beneficiaries.
  • Will Contests: Representing clients in will contests or disputes over the validity of a will, ensuring that the deceased person’s wishes are honored.
  • Asset Protection: Helping clients protect estate assets from creditors, claims, and other potential threats during the probate process.
  • Estate Tax Planning: Advising clients on strategies to minimize estate taxes and maximize the value of their estates for heirs and beneficiaries.
  • Probate Litigation: Representing clients in probate litigation, such as disputes over inheritance, fiduciary misconduct, or breach of fiduciary duty.

When Should I Hire A Probate Lawyer?

It’s advisable to hire a probate lawyer as soon as possible after the death of a loved one or if you anticipate facing probate-related issues. A probate lawyer can provide valuable guidance and support throughout the probate process, ensuring that all legal requirements are met and that the deceased person’s wishes are carried out effectively.

How Do I Choose The Right Probate Lawyer For My Needs?

When choosing a probate lawyer, consider factors such as their experience, knowledge, reputation, and communication style. Look for a lawyer with a proven track record of success in handling probate matters and who has experience working with clients in situations similar to yours. Schedule consultations with potential candidates to discuss your needs, assess their qualifications, and determine if they are the right fit for your case.

What Are The Benefits Of Hiring A Probate Lawyer?

Hiring a probate lawyer offers several benefits, including:

  • Professional Guidance: Receiving professional legal guidance and support throughout the probate process, ensuring that all legal requirements are met and that the deceased person’s wishes are honored.
  • Reduced Stress: Minimizing stress and anxiety associated with navigating the complexities of probate on your own, allowing you to focus on grieving and healing.
  • Timely Resolution: Expedited resolution of probate matters, ensuring that assets are distributed to beneficiaries in a timely and efficient manner.
  • Asset Protection: Protecting estate assets from creditors, claims, and other potential threats during the probate process, preserving their value for heirs and beneficiaries.
  • Peace of Mind: Having peace of mind knowing that your probate matters are being handled by a knowledgeable and experienced legal professional who has your best interests at heart.

Probate lawyer Birmingham AL estate process

Birmingham Probate Glossary

At Bachus, Brom & Taylor, LLC, our Birmingham probate lawyer helps individuals and families manage the estate administration process with care and efficiency. Here are some terms that are helpful to know:

Estate Administration

Estate administration refers to the legal process of managing and settling a deceased individual’s estate. This involves validating the will (if one exists), appointing a personal representative, paying debts and taxes, and distributing remaining assets to beneficiaries. In Alabama, estate administration begins with filing the necessary documents in probate court. Timely handling of this process helps prevent unnecessary delays and ensures the decedent’s wishes are respected. Our role is to assist personal representatives in fulfilling their responsibilities according to state law, providing essential guidance to avoid potential pitfalls.

Personal Representative

A personal representative, often referred to as an executor (when named in a will) or an administrator (when appointed by the court), is responsible for overseeing the estate administration process. Their duties include collecting assets, notifying creditors, paying debts, filing tax returns, and distributing assets to heirs. Personal representatives must act in the best interests of the estate, avoiding conflicts of interest and ensuring accurate financial reporting. We guide personal representatives through each step to help them meet their obligations under Alabama law while ensuring they remain compliant with fiduciary requirements.

Creditor Claims

Creditor claims are formal requests submitted by individuals or businesses seeking payment for debts owed by the deceased. In Alabama, creditors must present their claims within a specific timeframe, generally within six months of receiving notice of the probate proceedings. The personal representative is responsible for reviewing, validating, and addressing these claims before distributing assets to beneficiaries. Failure to handle creditor claims properly can lead to legal disputes or personal liability for the representative. Our legal team helps evaluate these claims to protect the estate’s interests while minimizing unnecessary financial burdens.

Ancillary Probate

Ancillary probate is required when a deceased person owned real estate or significant property in a state other than where they lived. For example, if someone lived in Alabama but owned property in Florida, an ancillary probate proceeding must be initiated in Florida to transfer ownership. This process ensures that out-of-state assets are properly administered in accordance with local laws. We assist clients with coordinating ancillary probate to streamline the overall estate administration and minimize delays in asset distribution while addressing state-specific legal requirements effectively.

Will Contest

A will contest occurs when an interested party challenges the validity of a decedent’s will. Common reasons for contesting a will include claims of undue influence, lack of capacity, fraud, or improper execution. In Alabama, strict legal standards apply to these disputes, which must be filed within a certain period after the will is submitted to probate. Will contests can delay the administration process and cause significant emotional strain. We work with clients to resolve disputes through negotiation or, when necessary, through court proceedings to protect the estate and honor the decedent’s wishes.

Probate Lawyer In Birmingham, Alabama

Contact Our Birmingham Firm Today

Our Birmingham probate lawyer from Bachus, Brom & Taylor, LLC is essential for clients navigating the complexities of the probate process. From estate administration and asset protection to will contests and probate litigation, a probate lawyer can provide invaluable guidance and support to ensure that the deceased person’s wishes are honored, and their estate is administered effectively and efficiently. If you’re facing probate-related issues, consider hiring a qualified probate lawyer to help you navigate the process and protect your interests.

Client Review

“Steven Brom is very Knowledgeable and Professional!! Highly recommend this firm.”
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Meet The Team

Bryan M. Taylor
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Bryan M. Taylor
Attorney | Partner
Steven M. Brom
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Steven M. Brom
Attorney | Partner
Spencer T. Bachus, III
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Spencer T. Bachus, III
Retired

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No attorney-client relationship is created by sending us an email or filling out this contact form. No information that you provide us before such a relationship is created is confidential or privileged. Please do not use the contact form to send any confidential or sensitive information to the firm.

We cannot represent you until we have cleared all potential conflicts of interest and agree to represent you. We have no duty to respond to any inquiry made via the contact form. By using this contact form, you agree to the foregoing statements and conditions. Thank you.
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No attorney-client relationship is created by sending us an email or filling out this contact form. No information that you provide us before such a relationship is created is confidential or privileged. Please do not use the contact form to send any confidential or sensitive information to the firm.

We cannot represent you until we have cleared all potential conflicts of interest and agree to represent you. We have no duty to respond to any inquiry made via the contact form. By using this contact form, you agree to the foregoing statements and conditions. Thank you.
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