Settling a Loved One’s Estate
Losing a loved one can be a time of significant grief and loss. When financial and administrative tasks are added, things can feel even more overwhelming.
We regularly support our clients through this difficult time. We help map out a clear path of what needs to get done, when, and by whom. We will work with you to ensure all filing deadlines are met, assets are distributed as quickly as possible, and that the process will go as smooth as possible.
Ultimately, our goal is to give our clients the time and space to focus on what is most important, including processing their loss, and not stressing over financial paperwork, trust documents, and court forms.
Estate Admin Questionnaire
Your completing this questionnaire before our initial meeting will make our time together most productive. Don't worry about tracking down every last detail.