Probate
With or without a will, we guide the executor or administrator through the county probate process, from petition to final distribution.
Services / After a loss
Estate & Trust Administration
After a death, the paperwork should be the least of your worries. We take it on, and guide you every step of the way.
Overview
The first step after a loss is asking the right questions. Is there a will or trust, and who was named executor or trustee? If there is no will, did your loved one leave any written instructions? What assets exist, and where? Is there tension in the family? Any chance your loved one was taken advantage of in their last days? If you have not started asking these questions, we will ask them for you.
What we do
Probate petitions & letters of appointment
Estates with no will (intestacy)
Estate & trust distribution
Coordination with financial advisors & accountants
How we help after a loss
Non-probate
assets
Living trusts, joint accounts, POD and TOD designations, life insurance, and IRAs pass outside probate. We make sure each reaches the right beneficiary.
Trust administration
& fiduciary accounting
We help trustees understand their obligations, and prepare the precise accountings the law requires beneficiaries to receive.
Not sure what you need?
A free consultation, up to 30 minutes, will tell you the right next step for your family.
