A Simple Guide to Probate & Estate Matters

1. Is Probate Needed? — Some assets pass automatically, such as joint accounts, payable-on-death accounts, or trust assets. Depending on your circumstances, it may be a good decision to determine if you should set these up through transfer on death devices.
2. Opening the Estate — A petition is filed and a Personal Representative is appointed to act on behalf of the estate. This person is what I like to call the point person, they are responsible for making sure debts are paid, the inheritances are provided, and the paperwork is completed correctly.
3. Notify Required Parties — Heirs, beneficiaries, and creditors must be notified according to Washington law. This is an important step, without notice, estates may not be able to be closed, and if not done in the correct order the Personal Representative may be responsible for any outstanding balance.
4. Manage and Distribute Estate — Assets are inventoried, debts and expenses are addressed, and distributions are made according to the Will or intestacy rules. When administering the estate, the Personal Representative should ensure they are distributing in the correct order.
5. Close the Estate — Once obligations are satisfied, the estate is formally closed.

• How long does it take? Many matters resolve within several months, though timelines vary by complexity.

• Is probate expensive? Washington's process is relatively streamlined, which helps control costs.

• Do all assets go through probate? No. Many assets pass outside probate by operation of law.

• Paying Debts Before You Have Authority — Paying obligations before the court formally appoints a Personal Representative can create accounting problems and even personal liability. Creditors must be handled in the proper legal order.

• Missing Required Notices — Washington law requires specific notice to heirs and creditors. Missing or delaying notices can restart waiting periods, trigger disputes, or extend the probate timeline. 

• Poor Record-Keeping — Probate depends on clear records — asset values, receipts, debts paid, and distributions made. Disorganized documentation is one of the most common causes of delay and family conflict.

• Making Distributions Too Early — Distributing assets befoe debts and obligations are resolved can create legal exposure and force beneficiaries to return funds later.