Which way will I go?
If your loved one’s bank accounts, property, or other assets were held in a trust, you likely won’t have to go through probate. This means a shorter settlement process, but you still need to follow some important steps to ensure an accurate distribution of those assets.
Probate is the court process that happens if a person didn’t have the right estate planning documents in place upon their death. After a loved one dies, some assets may need to be processed through the probate court. Our team can help you determine if this is necessary.
How Do I Start?
Schedule a Meeting
Set up a free conversation to learn how we can help.
Learn Your Options
Together, we’ll determine the next steps.
Breathe easy knowing your loved one’s estate is in good hands.