“Brian Heise is an experienced, exceptionally thorough, hard-working, and remarkably intelligent attorney. It was a pleasure working with Brian’s team. I highly recommend the law office of Bush and Heise; they are simply the best.
Experienced Probate and Estate Administration Lawyers Serving Clients in Cook, Lake and McHenry Counties Since 1977
Probate is the process of administering an estate to beneficiaries after the owner of the estate is deceased. A knowledgeable estate administration lawyer is essential in order to successfully navigate this process.
Understanding Probate Law in Illinois
Probate is the law that everyone tries to avoid. Assets are titled in joint tenancy with right of survivorship; real estate is titled in tenancy in the entireties when owned by husband and wife; beneficiaries are placed on accounts and life insurance and assets are placed in trust. Some people believe that simply having a will can help them avoid probate. That is not true.
A. Decedent’s Estates. This is the division of Probate Law which most people try to avoid. The filing of a probate case is necessary in order to obtain court approval for the transfer of assets which are owned in the name of the decedent only. This is necessary whether the decedent had a will at the time of his death or not. If the individual dies with will, the estate is called a “testate” estate. If there is no will, the estate is called an “intestate” estate. The individual who applies to the Probate Court to be appointed representative of the Estate, is called an Executor for a testate estate and Administrator for an intestate estate.
The job of the Executor/Administrator in a decedent’s Probate estate is to collect and
liquidate assets of the decedent, determine the debts of the decedent and notify the creditors of the decedent of his/her death, determine the heirs and/or legatees of the decedent and to pay administrative expenses of the estate, including, publication, bonds, attorney’s fees and fees to other professionals. Claims filed by creditors for debts owed by the decedent which have been approved by the Court must be paid by the representative prior to distribution of any remaining assets to the heirs and legatees of the estate.
Many decedent’s estates are disputed by heirs, legatees or creditors of the decedent. The validity of a will, the actions of the representative or the distribution of assets of the estate are typical grounds to take action in the probate action. This type of litigation can be extremely complicated and time consuming.
B. Guardianship for Minors. Guardians for minors (children under the age of 18 years) are appointed by judges of the Probate Court to act as guardians of the person of the child or as guardians of the estate of the child or both. In situations in which the minors have no parents or if the parents are unable or unwilling to care for their child, a guardian of the person is required to control the personal care of the child. In the event that the minor has assets prior to the appointment of a guardian or if the child obtains assets in their own names, the appointment of a guardian for the estate of the minor child is necessary to manage the assets of the minor until the child reaches the age of 18 years.
The individual who petitions the Probate Court to be appointed guardian for a minor must obtain the permission of both parents to be appointed guardian. The judge will appoint a guardian ad litem, an attorney working in the Probate Court, to investigate the petitioner and the situation of the minor child and recommend to the court whether the petitioner should be appointed as guardian or not. If the petitioner is appointed to be guardian of the person, he/she must give the Probate Court an annual report as to the welfare of the child. If the petitioner is appointed to be guardian of the estate of the child, he/she must provide the Probate Court with a detailed annual accounting of the finances of the minor child. The guardian of the minor will be discharged when the child reaches the age of 18 and all funds will be transferred to the new adult.
C. Guardianship for Incompetent Adults. Dementia and Alzheimers Disease are the most common maladies requiring the appointment of a guardian by the Probate Court. In order to have a guardian appointed for an incompetent person, a report from a doctor having knowledge of the condition of the individual must be filed with the court stating that the patient is, in fact, incompetent and unable to care for himself/herself. The court will appoint a guardian ad litem in this case also to investigate the petitioner and the situation of the affected adult. Guardians for the person and the estate of the incompetent individual may be appointed by the Probate Court.
The Probate statutes provide strict rules as to the care of the incompetent person and the management of their assets. Annual reports and accountings are also required from the guardian to the Probate Court. Both guardians for minors and guardians for incompetent individuals owe a fiduciary duty to their wards. They must ensure that their efforts are for the complete benefit of the ward.
Need Assistance with a Probate Matter? Bush & Heise Can Help.
We have over thirty (30) years of experience in working with Probate matters. We are completely familiar with the statutes and rules of the Probate Court and can advise you as to the best actions to take in order to act as guardians, executors and administrators without the breach of your fiduciary duty. These are very big jobs and you will need help and advice regarding your actions. Please give us a call for a free initial consultation.
We handle a wide range of probate and estate administration issues, including: