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probate
Probate is the court process of settling a loved one's estate. It is slow, technical, and unforgiving of mistakes. We carry it for you, keeping your family informed while you focus on each other.
WHAT PROBATE IS
When someone passes away without a funded trust, their estate usually goes through probate: the court supervises inventorying assets, paying debts, and distributing what remains.
HOW WE HELP
We open the estate, manage every filing, and see it through to final distribution and closing.
Named executor? We walk you through every duty and deadline so nothing lands on you alone.
Settling a loved one's trust correctly and on time, with every beneficiary kept in the loop.
Inventorying property, settling creditors, and filing what the court and the IRS require.
When questions arise about a will or an inheritance, we protect your family's interests without inflaming the conflict.
WHAT TO EXPECT
We learn the situation and explain exactly what lies ahead, in plain language.
We handle the filings to open probate with the court and get you appointed.
Inventory, debts, and paperwork, managed and kept on track by our team.
Assets reach the right hands and the estate is closed properly, with nothing left hanging.
ONCE THIS IS BEHIND YOU
Families who go through probate once usually decide it's the last time. A funded trust keeps your own estate out of court entirely. In 25+ years, not one of our funded trusts has ended up in probate.
COMMON QUESTIONS
Most estates take six months to a year; complicated ones can take longer. We keep things moving and tell you where you stand at every stage.
No. Assets held in a funded trust, jointly owned property, and accounts with beneficiary designations usually pass outside of court. We'll review what actually needs probate before anything is filed.
You're responsible for inventorying assets, paying valid debts, filing with the court, and distributing the estate. It sounds heavy, but with us guiding each step, most representatives find it manageable.
It depends on the estate's size and complexity. You'll get a clear explanation of fees before we begin, and we'll flag anything that could add cost early, never after the fact.
Reach out today. We'll walk you through what comes next, gently and clearly.