Trust Administration & Probate
Interested in learning about the Probate process or what family members experience when they have their assets in a Trust? Our firm is pleased to provide additional resources to assist you. Please visit our Trust Administration and Probate pages for valuable free reports and short educational videos.
If your family has experienced the loss of a family member, we can assist you with the legal process that occurs when a loved one passes away. We strongly believe that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client's specific needs and goals.
We offer consultations for any family who has experienced the loss of a loved one, not just our existing clients.
Steps to Take with a Will
If your loved one had a Will, the family will go through a process called Probate. This checklist outlines the steps to take when a loved one passes away with a Will.
Steps to Take with a Living Trust
If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved passes away with a Trust.
IMPORTANT NOTE:
Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place promptly after your loved one has passed.
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