Q: Can I file an Application for Probate Pro Se if my brother and I are co-executors and the only beneficiaries named?
Hello, my brother and I are co-executors and the only beneficiaries in our deceased parents will. They own a stock with Computershare that is now valued at $100k. My father passed first in February 2022 and my mother in this past Feb. She was in the process of getting us named as beneficiaries to the stock after my father passed but was not able to get the Medallion Stamp Guarantee due to her being sick and was in the process of getting the MSG. We are being told that we have to probate the will to get the stock transferred to us being beneficiaries and that we have to hire an attorney to make the application for the Letters of Testamentary/Probate. Can we do a simplified probate with a Muniment of Title? They had no debt and the only thing we have to be distributed is a $2k IRA and the stock that is over $75k.
A: No you cannot probate pro se. That is not allowed as you are not an attorney or representing yourself but attempting to practice law when representing another or their estate. You will need to hire an attorney to probate the will and it does not appear to qualify as a muniment of title.
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