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Comforting Hands

PROBATE & TRUST ADMINISTRATION

Guiding you through probate with expertise and compassion, ensuring peace of mind during difficult times.

WHAT IS PROBATE?

HOW ARE THE ASSETS TITLED FOR THE DECEDENT?

If all of the assets of the decedent are jointly titled, then no probate is necessary.

If some assets are solely titled in the decedent’s name, even if some are joint, then a probate is necessary for the solely titled assets.

SUMMARY ADMINISTRATION

A summary administration probate is used when the decedent’s assets are equal to or less than $75,000. It may also be used if the decedent passed away over two years ago. In a summary administration, a personal representative does not need to be appointed.

FORMAL
ADMINISTRATION

A formal administration probate is used when the decedent’s assets are equal to or greater than $75,000 or if Letters of Administration are required. In a formal administration, a personal representative is appointed.

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TRUST
ADMINISTRATION

Although a trust administration is not supervised by the Court, the primary goal is to transfer property of the person who has died (“Decedent”) to the beneficiaries who are listed in the decedent’s revocable/irrevocable trust.

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MEET YOUR PROBATE TEAM

OUR PROBATE PROCESS

While we do our best to plan out and explain the process, there are many factors that can cause changes. We hold to keeping you as updated as possible throughout the probate process.

You complete the online questionnaire
PRE-SCREENING
PHONE CALL WITH
LAW CLERK
to review all assets to see how they are titled, if there are beneficiaries, and any remaining debts
PHONE CALL
WITH AMY
to discuss the estate and the legal fees associated with opening the probate
Client provides our office with the original Last Will, a short form death certificate, and any other requested documents
WE PREPARE DOCUMENTS TO OPEN PROBATE IN COURT
COURT WILL REVIEW AND SIGN
the Letters of Administration and the Order Appointing Personal Representative
PUBLISH FOR CREDITORS
in the local newspaper and notify known creditors
Identify assets that need to be transferred through the probate process because there is no joint owner, not titled in a trust, or do not have a beneficiary designation
PAY ANY CREDITORS
that filed a legitimate claim with the Court
Prepare accounting of assets, expenses and claims paid
Transfer the remaining assets to the beneficiaries

FREQUENTLY ASKED QUESTIONS

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