Managing your assets and guiding you through probate
What is estate administration
Estate planning is the process of determining what will happen to your assets after you pass or in the case you are unable to handle them on your own. This process can happen by using a Will, Trust, insurance policies or other devices.
As your estate planning law team, we are experts in navigating these different devices and recommending only what will serve you best. We will help you through this process and will make plans for the management and transfer of your estate when time comes.
We understand that each estate plan is uniquely created to meet a family’s needs. Whether your needs are simple or if you have a more complex family dynamic, we will give your estate plan the attention and care that it needs.
Why it matters
The purpose of estate administration
- Receive clear title to property
- Locate decedent's assets
- Minimize probate expenses
- Minimize probate delays
- Incorporate charitable giving
The probate process
The probate process may seem intimidating, but our experienced team will walk you through what's expected and be there with you to take action at all the key stages.
Our team will:
- Educate you on the process
- File the petition
- Gather required information
- List required documentation
- Identify beneficiaries, heirs and creditors
- Communicate with all parties
The process starts by us filing your petition in probate court
The next step is to appoint an executor or administrator
Communicate with all beneficiaries, heirs and creditors of the estate
Check inventory and have assets appraised by executor
Review and pay creditors
Assess and pay estate taxes
Distribute assets to heirs and beneficiaries
How we work
Getting started with us
Our streamlined onboarding process will ensure that your needs are met and that all the necessary information is available for our team to file your petition and get your case moving.
We'll discuss your goals, objectives and identify any potential road blocks
During this meeting we will gather any missing information, names, contact information and will fill out all the documents necessary
Frequently Asked Questions
These are the most common questions we get about Estate Planning. If you have any other questions, feel free to ask us using our contact form below or by emailing us at firstname.lastname@example.org
What is probate or estate administration?
Generally these terms refer to the same process. Probate is the state mandated process by which the probate court oversees the orderly handling of a deceased persons debts and assets.
My spouse or parent just passed away. Do I have to pay their debts?
Do I need to hire an attorney to start the probate process?
My parents had a Will do I still need to go through Probate?
Types of estate planning
Each situation is unique, thankfully, there are several options that we can use to create the right plan for you. We will guide you through these different scenarios and help you assess what is needed.
- Will-based planning
- Trust-based planning
- Special needs planning
- Tax planning
- Firearms planning
- Advanced problems