Legal Question in Wills and Trusts in Michigan

Probate Process for one financial asset

My husband died recently without a will. All financial assets except for one had designated beneficiaries or transfer-on-death orders. The one in question is a non-qualified (after-tax) mutual fund investment. He wanted the funds to go to his two adult sons, and as his wife, I fully agree with this designation. What forms do I need to file with probate court? (ie: PC558 Application for appointment of personal representative) Do I have to have an attorney files these for me? I'd rather do it myself if possible. Thank you.


Asked on 5/04/05, 4:34 pm

1 Answer from Attorneys
Blake Lipman Law Office of Blake P. Lipman

Re: Probate Process for one financial asset

You may be able to do a small estate probate if the assets are under $15,000.00. If the assets of the estate are over that amount a full probate is required. You will need to file an application/petition to start the probate plus a testimony and give notice to all interested parties. Publication probably is also necessary. For more information, please contact my office at (248)851-3171.

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Answered on 5/05/05, 12:10 pm


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