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A 101 Series CLE Seminar: PROBATE 101 Join Rhonda Griswold, a partner at Cases Shuttle and a veteran in this field as she provides an overview of probate court procedures, including informal and formal
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How to Fill Out Probate 101 - Hawaii:

01
Gather necessary documents: Start by collecting all the important documents related to the deceased person's assets, debts, and other financial information. This may include wills, trusts, bank statements, property deeds, and insurance policies.
02
File a probate petition: Visit the local probate court in Hawaii and file a probate petition. This is a legal document that initiates the probate process. Make sure to include all relevant details about the deceased person, such as their name, date of death, and place of residence.
03
Notify interested parties: As part of the probate process, it is essential to inform all interested parties about the proceedings. This typically includes beneficiaries named in the will, family members, and creditors. Provide them with the necessary documentation and keep a record of the notifications.
04
Appoint an executor or personal representative: If the deceased person named an executor in their will, this individual will oversee the probate process. If not, the court will appoint a personal representative. Make sure to follow the appropriate steps to fulfill this role, including taking an oath and obtaining the required paperwork.
05
Take inventory of assets and debts: Create a detailed inventory of all the assets owned by the deceased person, including bank accounts, real estate, vehicles, and personal belongings. Similarly, identify any outstanding debts, loans, or bills that need to be paid during the probate process.
06
Appraise and distribute assets: Obtain professional appraisals for any valuable assets to determine their fair market value. Once the value is assessed, distribute the assets according to the instructions outlined in the will or as required by the law if there is no valid will.
07
Manage outstanding taxes and debts: Pay off any outstanding taxes owed by the deceased person and settle their debts using the assets from the estate. Be sure to follow the proper legal requirements and consult with a tax professional if needed.
08
Submit the final accounting: Prepare a final accounting of all the transactions conducted during the probate process, including income, expenses, and distributions. This document should be submitted to the court for approval.
09
Close the estate: After all the necessary steps have been completed, file a petition to close the estate with the probate court. This will officially conclude the probate process for the deceased person's estate.

Who needs probate 101 - Hawaii?

01
Individuals who have recently lost a loved one and need guidance on navigating the probate process in Hawaii.
02
Executors or personal representatives named in a will who are responsible for overseeing the probate process.
03
Family members and beneficiaries who want to understand their rights and responsibilities during probate.
04
Those who want to ensure proper distribution of assets and settling of debts in accordance with the law.
05
Anyone interested in learning more about the probate process specific to Hawaii and its unique laws and requirements.
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