Probate & Estate Administration Workflows
In LiraDocs, you can create customized workflows for Probate & Estate Administration matters specific to Kenyan laws and requirements. Below is a sample workflow adapted from Smokeball’s general structure, with modifications for local processes:
Sample Decedent’s Estate Workflow for Kenya
This workflow includes tasks with deadlines and reminders to ensure proper management of the probate process. Tasks and deadlines will depend on the specific requirements under Kenyan law.
Tasks, Deadlines, and Forms:
| Task | Due When | Assignee | Form to Attach |
|---|---|---|---|
| Get a copy of the signed will (if applicable) and death certificate | On Matter Opening | Person Assisting | |
| Start collecting asset information | On Matter Opening | Person Assisting | |
| File Petition for Probate | After obtaining the will and death certificate | Person Assisting | Form 2.0 – Application to Probate Will |
| Deadline to File Petition for Probate | 30 Days after Date of Death | Person Assisting | Form 2.0 – Application to Probate Will |
| Deadline for Notice to Heirs and Beneficiaries | 2 weeks after Notice of Commencement Date | Attorney Responsible | Form 2.2 – Notice of Probate of Will |
| Publish Notice to Creditors | 2 Working Days after Notice of Commencement Date | Person Assisting | |
| Deadline for Notice to Creditors | 30 Days after Notice of Commencement Date | Attorney Responsible | |
| Prepare Inventory of Estate Assets | 2 Months after Notice of Commencement Date | Person Assisting | Form 6.0 – Inventory and Appraisal |
| Deadline for Inventory Filing | 3 Months after Notice of Commencement Date | Attorney Responsible | Form 6.0 – Inventory and Appraisal |
| Deadline for filing creditor claims | 6 Months after Notice of Commencement Date | Attorney Responsible | |
| Prepare Final Accounting | 5 Months after Notice of Commencement Date | Person Assisting | Form 13.0 – Fiduciary’s Account (Final Accounting) |
| Deadline for Final Accounting | 6 Months after Notice of Commencement Date | Attorney Responsible | Form 13.0 – Fiduciary’s Account (Final Accounting) |
| Prepare Federal Estate Tax (if applicable) | 1 Month before Deadline for Federal Estate Tax | Person Assisting | Form 706 (if applicable in Kenya, or local equivalent) |
| Deadline for Federal Estate Tax | 9 Months after Date of Death | Attorney Responsible | Form 706 (if applicable in Kenya, or local equivalent) |
Key Notes for LiraDocs:
- Task Assignment: LiraDocs allows you to assign tasks to specific staff members or attorneys, ensuring the right people are responsible for each step.
- State-Specific Forms: While this template uses examples for Ohio and the U.S. Federal forms, for Kenya, you will need to include forms based on the country’s legal system, such as applications for probate, notices to creditors, and estate tax forms where applicable.
- Reminders: LiraDocs can automatically generate reminders for key deadlines, ensuring that no tasks are missed and that your practice stays on track with all required filings and notices.
This workflow structure is adaptable for the specifics of Kenyan probate law, allowing you to configure all necessary steps and documents to ensure the smooth management of probate and estate administration matters.