Professional Legal Services

The vendor is required to provide professional legal services for include:
1. Probate proceedings:
• Filing the probate petition with the original will and requesting that letters testamentary be issued to an executor.
• counsel must ensure that the executor requesting appointment:
o Qualifies to act in state; and
o Has priority to act.
• Providing the relevant notices to beneficiaries, heirs, and other interested parties. determining whether the surviving spouse or children, if any, have any rights to exempt property, a family allowance, an elective or pretermitted spouse's share, or a pretermitted child's share and filing the required elections or petitions regarding those rights.
• Managing creditors' claims.
• Preparing and serving an estate inventory.
• Administering the estate by:
o Collecting the decedent's probate assets and re-titling them in the name of the estate;
o Filing any necessary tax returns;
o Paying the taxes and expenses of administration;
o Objecting to invalid creditor claims and paying valid creditor claims; and
o Distributing the estate assets to the decedent's beneficiaries or heirs.
• Record keeping and reporting, including
o An individual inventory of every item of real and personal property relating to the estate, and
o The location of such assets, except that like items of individual value of less than $25 may be described in lots, and
o A record of all receipts and disbursements for the estate reflecting the date of receipt and the source of funds received, the date and nature of each disbursement and reference to invoices or other documentation supporting the disbursement, and
o A file [“the estate file”] containing all documents relating to the estate, including but not limited to pleadings, tax returns, correspondence, financial statements, investigator’s reports, police vouchers, appraisals, insurance documents, receipts, invoices, and proof of payment of estate disbursements. electronic storage of these documents shall be permissible.
2. Administration proceedings:
• filing the petition for administration and requesting that letters of administration be issued to an administrator.
• Counsel must ensure that the administrator requesting appointment:
o Qualifies to act in state and
o Has priority to act
• Providing the relevant notices to interested parties.
• Determining whether the surviving spouse or children, if any, have any rights to exempt property or a family allowance and filing the required elections or petitions regarding those rights.
• Managing creditors' claims.
• Preparing and serving an estate inventory.
• Administering the estate by:
o Collecting the decedent's assets and retitling them in the name of the estate;
o Filing any necessary tax returns;
o Paying the taxes and expenses of administration;
o Objecting to invalid creditor claims and paying valid creditor claims; and
o Distributing the estate assets to the decedent's heirs.
• Record keeping and reporting, including
o An individual inventory of every item of real and personal property relating to the estate, and the location of such assets, except that like items of individual value of less than $25 may be described in lots, and
o A record of all receipts and disbursements for the estate reflecting the date of receipt and the source of funds received, the date and nature of each disbursement and reference to invoices or other documentation supporting the disbursement, and
o A file [“the estate file”] containing all documents relating to the estate, including but not limited to pleadings, tax returns, correspondence, financial statements, investigator’s reports, police vouchers, appraisals, insurance documents, receipts, invoices, and proof of payment of estate disbursements. electronic storage of these documents shall be permissible.
- Contract Period/Term: 2 years
- Questions/Inquires Deadline: May 02, 2025