When someone passes away, there are many things that need to be done to wrap up their financial affairs. What needs to be done will depend, in part, on whether they had a trust or Will, and how their assets were titled. If they had substantial assets in their name alone, a probate may be necessary. If they had a trust, it may be possible to avoid probate. One way or the other, however, it will be necessary to wrap up their financial affairs in a probate or trust administration. We can advise you what is necessary, and what the cost may be. We can help you do whatever is necessary.
You may want to read our articles on probate. Just click on “Articles” at the top right of any page of this website.
If you have been named as a personal representative (executor) or a Trustee, you need an attorney to assist you to fulfill your obligations. The attorney’s fees will normally be payable from the probate or trust estate, so you will, in effect, only pay the fees to the extent of your percentage share of the estate.
Documents:
Who: A list of names, addresses, and telephone numbers for:
What: A list of the assets including
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