Trust Administration & Probate
If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client's specific needs and goals.
We offer free, no obligation consultations for any family who has experienced the loss of a loved one.
Steps to be Taken with Loss of a Loved One
If your loved one had a Will, the family will go through a process called Probate. If your loved one had a Living Trust, the family will go through a process called Trust Administration.
- Take care of funeral arrangements (including payment) and the personal side of death before attempting to deal with other financial matters.
- Contact a qualified estate planning professional to arrange a meeting.
If you are a current client or wish to be such, request our assistance. We will provide a procedural guide of immediate needed documents, a general outline that we will follow and schedule an appointment for you.
IMPORTANT NOTE:
Do not re title any assets before speaking or meeting with a qualified estate planning attorney. Tax and title considerations as well as potential for disputes will be avoided by proper consultation before action. This meeting should take place before assets disappear.
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