Falk, Barrot and Associates, LLP

An Estate Planning Law Firm

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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 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

Frequently Asked Questions

About Probate and Trust Administration

The Mourner’s Bill of Rights

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

Bereavement Resources

Organizations and websites offering support during the grieving process

Definitions

Useful Trust Administration and Probate terminology defined

Is Your Plan Outdated?

Change is inevitable! See if your plan is outdated and if you need to take action to protect your loved ones.

Office Address

Falk, Barrot and Associates, LLP
865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

Opening hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

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