After a loved one has passed away, it can be overwhelming dealing with the legal and financial process, but you don’t 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 such as:

The Family Administration Session is a way to get questions like these answered from an attorney.

How to Get Started

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

Schedule Your Free Personal Family Legal Session

Contact us today to schedule your free one-hour meeting with an attorney to assess your estate planning needs.

Schedule Your Session
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