Probate

Making the Probate Process as Painless as Possible

Probate is a court-supervised legal process that is often required if sometime dies without sufficient estate planning. Its purpose is to clarify who inherits the deceased person's property and ensure that all applicable debts and taxes are paid.

The executor or administrator of the estate handles these responsibilities — which can be stressful and complicated. We work to make the process easier by:

• Preparing and filing all the documents required by the probate court.
• Explaining the timelines and actions needed to resolve your probate case in the fastest, simplest, most cost-effective way possible.
• Answering legal questions for the executor and offering support and guidance.

We can be as hands-on or a hands-off as you like. We can meet you at the bank and walk you through the steps of setting up an estate account or we can send you a detailed letter with instructions. It's up to you. We're just here to make it easier.

Contact us for more information.