The Information-Gathering Phase

Before probate can move forward, the estate must be understood.

This phase focuses on identifying assets, liabilities, ownership status, and exposure. Documents are located. Accounts verified. Unknowns clarified.

To families, this can feel unproductive. To the court, it is essential.

Advice from prior participants often underestimates this phase because they remember outcomes, not preparation. In reality, incomplete information is one of the most common causes of rejected filings and future disputes.

Gathering accurate information early reduces the need for corrections later. This phase benefits most from current procedural knowledge and disciplined oversight.

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