01Where does the Personal Representative live?
With modern technology, where the Personal Representative lives in relation to where the probate attorney is located shouldn't be a big deal. But practically speaking, the distance between the Personal Representative and the attorney does matter. When a Personal Representative is located close to the attorney's office, they can come into to office with little notice. When a Personal Representative lives far from the office or in another state, quick meetings just can't happen. Aside from this, most documents filed with the probate court require an original signature of the Personal Representative, so faxed or emailed signatures won't do. Thus, the closer the Personal Representative is to the attorney, the more quickly things will get gone.
02How many beneficiaries are there, and where do they live?
For all practical purposes, the more beneficiaries involved, and the farther away they live from the probate attorney's office, the longer probate will take. This is simply a function of the time it takes to send documents to, and receive documents back from, multiple beneficiaries located in many different places.
03How much will the beneficiaries disagree?
It is unlikely that two beneficiaries will agree on everything let alone 3 or 4 or more. Some beneficiaries may even hire their own attorneys to monitor the probate process, and these types of attorneys tend to nit pick at every single thing that the Personal Representative does. Suffice it to say that the more the beneficiaries disagree, the longer probate will take.
04Is there going to be a will contest?
A will contest is a legal proceeding that is initiated to invalidate a Last Will and Testament. Will contests are based on four arguments: (1) the Last Will was not signed with the appropriate legal formalities; (2) the Last Will was procured by fraud; (3) the Last Will was procured under duress and undue influence; and/or (4) the person making the Last Will lacked mental capacity to do so. Suffice it to say that if a will contest is involved, then the probate proceeding will remain open for a very long time.
05Is the estate taxable?
If the estate will owe estate taxes and/or inheritance taxes, then the estate is most likely going to take longer to probate than a nontaxable one. This is because a taxable estate can't be closed until a closing letter is received from the state taxing authority and/or the IRS. And these days it takes anywhere from 6-8 months after filing an estate tax return with the IRS before receiving any type of response.
06How complicated are the assets of the estate?
If the estate is comprised of a house and a bank account, then probate of these assets should be relatively simple. But if the estate is comprised of a house, a bank account and an interest in the family business, then the administration of the estate can get complicated.
Find out How Long to Expect Probate to Take
One of the first questions that a probate attorney is asked when they sit down with the Personal Representative or the beneficiaries of a new estate is "How long is probate going to take?" Unfortunately, the answer to this question is not a simple one and depends on many factors.