Probate & Estate Administration

Probate & Estate Administration

The McIntosh Law Firm possesses a wealth of experience in assisting clients with estate administration issues ranging from basic questions to complicated Trust Management including:

  • Simple Probate
  • Probate and Trust Litigation
  • Trust Administration
  • Property Transfers
  • Contested Wills (Caveats)
  • Intestate Estates and Administrations

Avoidance of Probate in Small Estates

In cases where the personal property owned solely in the name of the deceased does not exceed a certain value (currently $20,000), the family can avoid probate procedures by using one of the procedures below:

  • Spousal and Children’s Allowances
  • Affidavit for Collection
  • Summary Administration
  • Will Substitutes

Formal Estate Administration

In cases where assets owned solely in the name of the deceased do not qualify for one of the previous procedures, a formal proceeding with the Clerk of Superior Court to supervise the appropriate transfer of the deceased’s assets is necessary. We strongly recommend that an attorney experienced in estate administration help with this process.

Other Reasons to Consult an Attorney

  • Cases where it is unclear who should receive the deceased’s assets
  • Cases involving conflict among the heirs and/or beneficiaries
  • If the total value of all of the deceased’s assets (including both probate and non-probate assets) exceeds the amount subject to federal estate taxes (currently $5,000,000)
  • If there is real estate (land/buildings) or a business involved
  • Questionable will or other testamentary documents

Our firm representatives in this area of practice are:

  • Bob McIntosh
  • Amy Shue Isaacs
  • Erika M. Erlenbach
  • Amy Holthouser


To learn more about the probate and estate administration services available at The McIntosh Law Firm, contact us at (704) 892-1699 or download our brochure as a PDF.