After a loved one has passed away, it can be overwhelming dealing with the legal and financial process, but you donât have to do it alone. We are here to help. The Family Administration Session is a way to start answering some of the questions and concerns you may have. You may be wondering who the beneficiary will be if there is not a last will and testament. You may want to know if a probate is required after the loss of a loved one. You may be named as the successor trustee of a trust and want to know what liability you have and how to avoid getting sued by your siblings and/or other beneficiaries. Maybe you are a beneficiary and wondering if the executor (the trustee and/or personal representative) have improperly managed the funds. The Family Administration Session is a way to get questions like these answered from an attorney.
How to Start:
If you have recently lost a loved one, please call our office so we can help. Someone from our administration department will ask you a few questions to ascertain your needs.
Some questions we will ask include:
- What was the full legal name of the person passed away?
- Did he or she have any estate planning documents such as a will or trust?
- What assets are in his or her estate?
- Do you know the value of his or her home?
What to Bring:
Please bring whatever documents you can to help assets the value of your loved one’s estate and how we can help. Examples of documents include:
- Estate planning documents such as a will or trust
- A copy of the deeds for homes and real estate and titles for vehicles
- Financial statements for bank or investment accounts
- Any creditor information and outstanding debt such as a mortgage and credit card statements.
- Original copy of the death certificate