Estate Administration

Accessing and distributing the assets of a loved one after he or she passes away is a complicated task. I can help you navigate the confusing probate process, speak with financial institutions, complete beneficiary claim forms, coordinate with accountants, establish testamentary trusts, and address any other issues that arise.

Estate Administration Process

Introductory Call

We will have a brief conversation to introduce ourselves and discuss your needs. If you decide to proceed with estate administration services, I will ask you to gather certain documents and additional information pertaining to the estate.

Initial Meeting

We will have an approximately one-hour meeting to discuss the estate administration process generally, the estate beneficiaries, the estate plan the decedent had in place (if any), and the estate assets. This meeting can be virtual or in person at our office. I will accommodate your schedule, and am happy to meet outside normal business hours.

Get to Work

After our initial meeting, I will get to work. My involvement can range from assisting you in discrete tasks to handling all matters pertaining to the administration of the estate.