Probate Investigator

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Probate Investigator

Probate investigator?  Yes, there may become a time in where people will need a probate investigator to assist on their probate case.  Do not mistake a court appointed probate investigator with a private investigator who investigates probate cases.  What is the difference?  Well, a court appointed probate investigator is a person who actually works for the county court system who generally will contact witnesses, speak with district attorney investigators, Adult Protective Services etc… In the end, the court appointed probate investigator will prepare a written report for the court.  Now then, the report may be distributed to either party in the case if requested through the court, unless of course there is something legally withholding it from being distributed.

Keep in mind the court appointed probate investigator are generally spread thin and have a lot of cases, moreover, their authored reports can be summed up with the same language copy & pasted from previous reports in order to save time. If you’re a private investigator chances are the court appointed probate investigator will not release any report to you or give you any information on their investigation, this goes the same for any district attorney investigator as well.  So then, what do you do?  Well, as a private investigator you’re not so much governed by the court but merely by the attorney you work for if you have one.  Meaning, you can journey out and conduct your investigation, interview witnesses etc… You may ask, “Well why do I need a private investigator?”

The answer is simple, it is because the court appointed probate investigator most likely has limited knowledge and basically does the minimum on nearly every case.  I am not saying they do not do a great job, I am saying they’re busy and only have so much time to devote to any one investigation.  Plus, the probate investigator generally works from 8-5 Monday through Friday with all holidays off.  These are only a few reasons why a private investigator who is highly educated with major police training is needed to investigate probate cases in the year 2015. A private investigator can gather the necessary information for your attorney which will be invaluable to any case. It all has to do with the interview process when interviewing people in a probate matter. Why? Well, for an example people will recall certain conversations and or were percipient witnesses who may give sworn declarations needed for court purposes.  It would seem logical the same statements in the form of a declaration could be done through your attorney or they could of course be deposed.  But, here is the trick, probate court loves to hear from a professional private investigator who is an expert in his/her field versus an attorney who may be jaded due to working directly for the client.

This is what helps win cases in probate court.  Often, probate does not see private investigators very much and when they do the court really pays attention realizing the private investigator was hired to do something special.  Or, perhaps hired to uncover some type of wrongdoing. This adds great value to your case and again paves the way to win!  A lot of people do not realize how important it is to win a probate case but actually it could mean the difference of a person receiving certain benefits, when another person who is undeserving and or has other ulterior motives gains control of the probate case.  No, you cannot win every single probate case but I will tell you this…attorneys who do not utilize private investigators rarely win especially convoluted cases and mostly only take clear cut cases to begin with.  Attorneys who use private investigators are smart, the investigator does all the work…or mostly and they get evidence into court they would not have otherwise have dreamed of.

Remember, professional private investigators have great resources, contacts and a healthy network of people who can assist in any investigation and get things done when others cannot.  Yes, it is all done legally and done with great precision!  If you do not have a probate attorney we can help you and refer you to an excellent attorney or if you need an investigator we can certainly help you here as well.  It takes a special person to be patient with the elders, as in most cases seniors seem to be our clients for the most part. We have recovered millions for people who needed an investigator on their cases, when they thought for sure it was never to be gotten and they would never see a dime.  Our phone number is all over this website, take a look around at some other articles and information and if we can help you please give us a call.  We cover nearly all of California and do take contingency cases.


Jerry wolf

February 9, 2017 at 3:24 pm

Do you have any contacts that work in the state of Texas. I am located in The Colony Texas 75056.


    February 25, 2017 at 1:18 am

    Yes, we do have contacts…what specifically are you looking for?

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