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 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 approximately two weeks after your loved one has passed.
Other Useful Information
About Probate and Trust Administration
This list was compiled to help understand certain feelings you may be experiencing
How to Know if You Need Extra Help with Your Grieving
A useful list to determine if it is time to seek out additional help and support
Organizations and websites offering support during the grieving process
Useful Trust Administration and Probate terminology defined
