Getting Started with Probate & Trust Administration

After a loved one passes away, probate can seem like a complex burden. We are available to help clients determine which probate proceeding is best for their specific situation, from small estates to surviving spouse’s rights to full probate decedent estates. The best way to start this process is to come in and visit with our professionals about what assets may need to be included in a probate proceeding, and we will work closely with you to guide you through the appropriate process. Preliminary information that is required is detailed information about what assets the decedent owned, how it was owned by them (i.e., in their own name, in joint names with someone else, in a trust, etc.) and whether or not any beneficiary was named. We will need the original Last Will and Testament and Codicils, if any, and contact information for all heirs and beneficiaries. Additional information will be gathered as we work together to navigate the probate process.

One of the most popular uses for trusts is for the avoidance of probate. We help clients who have been appointed as trustees of a trust to administer the trust in accordance with the terms of the trust and the law. Like the probate proceeding, administration of a trust following the death of the trust settlor/grantor, requires compiling information about the assets that are owned by the trust or are received by the trust via a beneficiary designation. Collecting financial statements, prior tax returns, and obtaining contact information for all beneficiaries and potential creditors is also necessary. Our experienced professionals will provide the legal, accounting and tax preparation services you need to carry out your duties and responsibilities in accordance with your loved one’s wishes.