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 your specific needs and goals.
What is Probate?
Probate is the legal process that takes place after someone passes away, ensuring that their assets are correctly distributed to heirs and beneficiaries, and any outstanding debts or taxes are settled. It involves validating the deceased’s will, if one exists, and overseeing the proper administration of the estate.
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 one 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.
Contact Our Office
If you need assistance with trust administration and probate, please feel free to contact our office at (651) 478-8999 or use our contact page to send us a message.